Custom Technology for Accountants
Custom Software for Accountants That Cuts the Busywork
MultiGen Online Marketing builds custom software for accounting and bookkeeping firms in San Antonio and beyond — tools that collect client documents, move data between the apps you already use, and keep every deadline in one place.
Get a Free Consultation → 📞 Call (800) 203-8979Accounting and bookkeeping firms don’t lose hours to the actual accounting. They lose them to chasing clients for documents, retyping numbers from PDFs and bank statements, and tracking who owes what before every deadline. As your client list grows, that manual work grows with it — and off-the-shelf tools rarely fit the way your firm actually runs. Custom software closes those gaps by fitting your workflow instead of forcing you into someone else’s.
What We Build for Accounting Firms
Every firm is different, so we start with your process and build only what earns its keep. Common projects include:
Client Document Collection
A branded intake flow that requests, receives, and organizes W-2s, receipts, and statements — with automatic reminders so you stop chasing paperwork by email.
Automated Data Entry & Integrations
Connect QuickBooks, Xero, and your other apps so data moves on its own. We build the business process automation that ends the copy-and-paste.
Deadline & Task Tracking
One dashboard for filing dates, extensions, and internal reviews — so nothing slips through the cracks during a busy season.
Client Onboarding Automation
Turn a new engagement into a repeatable checklist: engagement letters, welcome steps, and first-document requests handled without manual setup each time.
Firm Dashboard
See workload, capacity, and revenue at a glance — a single view that pulls from the systems your team already uses.
Secure Client Portals
Give clients a secure place to upload files and check status. We handle custom client portals built around your firm’s branding and access rules.
Sound Familiar?
- You spend the first week of every deadline chasing clients for missing documents.
- Numbers get retyped by hand from PDFs and statements into your accounting software.
- Deadlines and extensions live across spreadsheets, sticky notes, and someone’s memory.
- Onboarding a new client means rebuilding the same steps from scratch every time.
- Clients email sensitive files back and forth because there’s no secure place to send them.
How We Work
Step 1
Discover
We map how your firm actually works and find the tasks eating the most time.
Step 2
Design
We plan the tool around your process and confirm the details before any code is written.
Step 3
Build
We build it, connect your existing apps, and test against real firm scenarios.
Step 4
Support
We train your team and stay on to adjust the software as your firm changes.
Ready to Automate the Busywork?
Tell us where your firm is losing time. We’ll show you what custom software can take off your plate.
Get a Free Consultation → 📞 Call (800) 203-8979Frequently Asked Questions
Do I need custom software if I already use QuickBooks or Xero?
Often the goal isn’t to replace those tools but to connect them. We build integrations and automation around QuickBooks, Xero, and your other apps so data moves between them without manual re-entry.
Is client data kept secure?
Yes. We build secure client portals with controlled access so files are uploaded and stored in one protected place instead of scattered across email inboxes.
How long does a project take?
It depends on scope. A focused tool like a document-collection portal is faster to deliver than a full firm dashboard. We give you a clear timeline after the discovery step so you know what to expect.
What does this cost?
Cost tracks with scope, so we scope to your budget and priorities. The consultation is free, and we’ll be straight with you about what’s worth building first.
This service is part of Custom Business Technologies from MultiGen Online Marketing. Contact us to talk through your firm’s needs.
