Automate Client Onboarding, Tax Prep & Compliance Workflows
Stop drowning in tax season paperwork. Get industry-specific automation with auto-fill, e-signature, and direct QuickBooks integration for accounting firms and CPAs.
Start Free TrialEvery accounting firms operation faces the same workflow nightmares
Staff spend hours daily filling out forms, agreements, and documentation by hand. That's time not spent on core business activities.
Critical agreements go missing. Files disappear. You lose revenue because you can't find the signed authorization when you need it.
Manually entering data takes hours. Payment collection is slow because customers don't receive invoices promptly. Cash flow suffers.
Missing signatures. Outdated forms that don't meet regulations. One compliance failure could cost you everything.
Type client info into your CRM. Type it again on forms. Type it a third time into accounting software. Maddening inefficiency.
Staff can't access forms on the go. Everything requires being at a computer, killing productivity and responsiveness.
Not another generic document tool. Built specifically for accounting firms.
Client data flows automatically from your CRM or accounting software. One-click generates all forms with pre-filled details. Save hours daily.
Send agreements for signature via email or SMS. Legally binding, automatically stored. Get approvals in minutes, not days.
Invoices sync directly to QuickBooks and payment processors. Customers receive payment links instantly. Get paid faster.
Access all forms from any device. Complete workflows on the go. No more being tied to a desk computer.
Completed documents automatically saved to Google Drive or Dropbox. Organized by client and date. Find anything in seconds.
All forms attorney-reviewed and regulation-compliant. Automatic updates when laws change. Protection built-in.
From initial contact to payment in minutes, not hours
Information auto-pulled from your CRM, accounting software, or entered once into the system
Pre-filled agreements, contracts, or service documents sent for e-signature via email or SMS
Service delivered. Invoice auto-generated with all details. Synced to QuickBooks instantly.
Client pays via payment link. All documents auto-stored in cloud. Complete audit trail.
30+ industry-specific templates with workflow automation
Stop switching between apps. Everything flows automatically.
Auto-sync invoices, payments, and customer data
Payment processing and POS integration
Automatic document backup and organization
HubSpot, Salesforce, Pipedrive
Send forms and reminders automatically
Based on actual data from businesses using TemplateVault
That's 1300 hours per year back in your business
From reduced admin time and faster workflows
Improve cash flow with automated invoicing
43x ROI in year one. Pays for itself in weeks.
"We used to spend 20+ hours a week on paperwork. Now it's maybe 3 hours. The automation alone saved us thousands. Complete game-changer for our business."
"The e-signature feature is incredible. Clients sign from their phones in minutes. No more chasing down paperwork. Our compliance improved dramatically."
"Best investment we made this year. Invoice goes out immediately, we get paid same day. Cash flow improved by 40%. Worth every penny."
Unlimited workflows, unlimited documents. One simple price.
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Join hundreds of accounting firms saving 25+ per week on paperwork.
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