Software for accounting and advisory firms
We automate the repetitive side of your firm: document collection, a client portal and integrations that save hours every month.
Is your firm losing hours on manual tasks?
At RoviDev we automate it custom · Integrated with your practice tools · Usually reply in under 30 minutes
Upload and request documents without emails.
Reminders, validations and repetitive flows.
Connect with your practice and e-sign tools.
Client status, deadlines and pending items.
Less manual admin, more clients served
Built for tax, payroll and advisory firms that spend too much time requesting documents, tracking deadlines and moving data between tools. We automate it without changing how you work.
Is this service a good fit?
Good fit if
You manage many clients and deadlines and lose time collecting documents or moving data between programs.
When we are not a fit
You only need a standard off-the-shelf accounting program; a commercial product already covers the basics there.
Typical deliverables
Client portal, document collection flows, automatic reminders, integration with your practice software and a dashboard.
Use case
A firm halves quarterly collection time with a portal that requests and validates documents automatically.
Quick questions
Do you integrate with my current software? Yes, if it has an API or data export.
Is client data protected? Yes, with access control and data protection good practices.
First reply usually within 30 minutes with feasibility and what is missing.
How we work with you
Goals, context, priorities and time or budget constraints.
Feasibility, phases, schedule and how we collaborate, by email.
Implementation, testing and deployment with reviewable milestones.
Post-launch tweaks and improvements as agreed.
Outcomes we prioritise
Fewer hours on admin, deadlines under control and better-served clients. We measure by time saved and errors avoided.
Frequently asked questions about firm software
Do you replace my practice software? Not necessarily. We usually integrate with your current software and automate what it doesn't cover, so we don't disrupt your operation.
How do you collect client documents? Through a portal where clients upload documents and the system requests, validates and organises them, avoiding email chains.
Can you automate deadline reminders? Yes: automatic alerts to clients and your team based on tax or payroll due dates.
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Recommended reading
To prioritise what to automate in your firm, start with this guide on automating business processes. Read the guide →
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