Where accounting firms lose hours
Most small firms run tax season out of an inbox. Clients send documents in five formats across three channels, staff rebuild checklists by hand, and someone spends the last week of March calling people who have not sent a 1099.
Enterprise practice suites solve some of this, but they are priced and configured for larger firms, and clients still find them confusing.
What we build for your firm
- Client document requests. Each client sees a checklist of what you need this year and uploads straight to it.
- Automatic reminders for missing items, so staff stop making chase calls.
- Engagement pipeline from new inquiry to signed engagement to filed.
- Approvals and messages attached to each client, not scattered across email.
- Invoices and online payment by card or bank transfer, with automatic payment reminders.
- Two-factor sign-in for every client and staff account.
- A website that wins new clients with clear services, pricing guidance and an intake form.
Explore a working sample of the Command Center Standard with client portal and invoicing.
Works alongside your tax software
Ometz does not replace your tax prep or accounting ledger. It handles everything around it: intake, documents, communication, approvals and billing. Integrations with other tools you already use are scoped during onboarding.