Document collection slows everything
Hours spent chasing W-2s, receipts, and records. Delays pile up; deadlines loom while you wait for clients to respond.
Powered by ServiceCaptain
ServiceCaptain for Accounting Firms
End the document chase and deadline stress. Client touchpoints, tax reminders, and secure workflows—so your team stays billable.
Secure setup • Tailored workflows • 14-day support
Too familiar?
The compliance and chase work draining your team
Tax season overload, document delays, and scattered follow-up compound into missed deadlines, client frustration, and revenue left on the table.
Client communication bottlenecks
Multiple clients, multiple due dates—status updates and reminders slip when you're buried in returns.
Tax season chaos without scale
Peak demand hits and there's no scalable way to keep every client on track. Critical filing touchpoints get missed.
Admin drag on billable capacity
Staff time consumed by follow-up, reminders, and document requests instead of higher-value engagement work.
Now imagine document requests, deadline reminders, and client check-ins running consistently—without your team chasing paper.
How it works
Precision automation
ServiceCaptain handles client communication, document requests, and deadline discipline so your team focuses on the work.
Automated document requests
Structured checklists, secure upload prompts, and reminder sequences that get clients to submit—without the back-and-forth chase.
Deadline and extension tracking
Tax deadlines, extension dates, and filing windows tracked in one place. Alerts so nothing falls through the cracks.
Client status and check-ins
Timely updates, document confirmations, and engagement touchpoints that keep clients informed and compliant.
Pipeline and overdue visibility
See which returns are stalled, which documents are outstanding, and where follow-up is overdue—prioritize with clarity.
Security and compliance posture
Encrypted flows, audit trails, and access controls built for professional services and regulatory expectations.
Handoff and seasonal optimization
Process docs, 14-day support, and seasonal tuning so your workflows adapt to peak and off-peak demand.
Configured for your firm size, client mix, and compliance requirements.
Proof over promises
VerifiedBuilt for firms that can't miss a deadline
Precision, professionalism, and secure process matter. ServiceCaptain is configured to protect response times, document integrity, and deadline confidence.
“We needed a system that could handle client check-ins, document reminders, and deadline tracking without adding headcount during tax season. This gave us structure we could trust.”
40% faster document turnaround
Clients submit sooner with structured prompts
Better deadline visibility
Critical dates stay front and center
52 hrs/mo admin reclaimed
More capacity stays on high-value work
Live metrics and named testimonials will be added once client approvals are finalized.
OPENCLAW CAPABILITIES
Installed workflows foraccounting firm capacity.
Cut manual follow-up and deadline stress with structured document, client, and workflow automation.
SETUP & PRICING
Configure Your ServiceCaptain Rollout
Choose your foundation, layer in support, and launch with a plan tailored to your firm.
Core Deployment
Complete implementation on your preferred environment
- Full tailored OpenClaw setup and activation
- Cloud or on-prem deployment options
- 30 days of post-launch onboarding support
- Live handoff session with your team
Connected Apps
$300 per integration
Need something custom? Add custom integrations per app (scoped).
Select the tools you already use. We'll integrate them via native connection, connector, or custom API.
Filter:
+ More via custom integration
0 integrations selected
Estimated setup: $0 one-time
Custom Workflow Automation
Purpose-built AI workflows for your real business processes.
From $500 each (Simple workflows)
Complex multi-app workflows are scoped and quoted separately.
Select workflows to see estimate
Simple$500 each
0
Standard$1,200 each
0
Advanced$2,500+ each
0
What's included
- ✓Workflow mapping to your SOP/process
- ✓Automation build + app connection logic
- ✓Test run + launch support
- ✓Revisions per tier (Simple: 1, Standard: 2, Advanced: 3)
Popular workflow examples
Lead qualificationMissed-call text-backNo-show recoveryInvoice follow-upReview request flowDormant client reactivation
Ongoing Care (optional)
Total
$1,499
Ready to Get Started?
Configure your package or explore our services.
Prefer a guided walkthrough?