How does the document request portal work?

Each client receives a personalized checklist of required documents based on their tax situation. The portal sends automated SMS and email reminders, verifies uploads, categorizes them by document type, and tracks completion — giving both client and preparer real-time visibility into tax prep progress.

Can you integrate with QuickBooks and Xero?

Yes. We connect QuickBooks Online and Xero to Stripe and your CRM so recurring advisory fees bill automatically, overdue invoices trigger collection workflows, and payments reconcile without manual entry. Tax documents and financial data sync to the right client record automatically.

How are compliance checklists managed?

New advisory accounts trigger automated compliance workflows that track KYC, AML, and account-opening requirements. Missing items generate reminders to clients and staff, and completed checklists are stored with timestamps for audit-ready documentation.

Is client financial data secure?

Yes. We use encryption in transit and at rest, scoped API credentials, and access-controlled document storage. We follow SOC2-ready operational practices and can align with your firm's security and compliance policies. Sensitive financial data is handled within your own tenant where possible.

Finance, CPA & Wealth Management

Finance, CPA & Wealth Management Automation

CPAs and financial advisory firms drown in tax-season document chasing, manual invoice reconciliation, and compliance checklists. Wootomatic automates secure client document gathering, quarterly tax check-ins, and recurring retainer billing — so tax season runs smoothly and advisors spend time on strategy, not chasing W-2s.

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Typical Bottlenecks

What we eliminate

Tax season bottleneck: chasing W-2s, 1099s, and receipts via email across hundreds of clients
Manual monthly client invoicing and overdue payment follow-ups
Complex compliance checklists for new advisory accounts
Lack of real-time visibility into client tax prep progress
Quarterly review scheduling requires manual calendar coordination
Client portals are clunky and underused, driving document collection back to email

80%

Faster doc collection

Unpaid invoices past 30d

50+ hrs

Tax season admin saved

SOC2

Encryption standards

The Problem

Challenges We Solve

The operational bottlenecks that drain finance & accounting businesses — and the automation that eliminates them.

Document Chasing

Tax season bottlenecks from email-based document collection across hundreds of clients.

Automated checklist-based portal with SMS reminders and real-time progress tracking.

Billing Reconciliation

Manual invoicing and overdue follow-ups consume admin hours and delay revenue.

QuickBooks-to-Stripe sync automates recurring billing and overdue collections.

Compliance Gaps

Missing KYC and AML items create regulatory risk during audits.

Automated compliance checklists track requirements with reminders and audit-ready documentation.

What's Included

Core Solutions

Automated Document Request Portal

Sends automated, checklist-based SMS and email reminders that verify and categorize uploaded client tax documents in real time, with progress visibility for both client and preparer.

Automated Retainer & Billing Sync

Connects QuickBooks and Xero to Stripe and Wootomatic CRM to bill recurring advisory fees, automate overdue collections, and reconcile payments without manual entry.

Quarterly Review Booking System

Automatically invites wealth management clients to schedule quarterly portfolio reviews with conflict-free calendar sync and pre-meeting agenda collection.