Organize every client request. Keep tax season under control.
DAWIE helps accountants, bookkeepers, tax preparers, and accounting firms manage client intake, appointments, document requests, reminders, billing, recurring services, and follow-ups from one premium operations platform.
Client Workflow View
Accounting Growth OS
New Tax Client
Intake form and service request captured
Document Request
W-2, 1099, receipts, and statements requested
Filing Follow-Up
Deadline reminder and next steps sent
Built for client intake, deadline control, and recurring accounting revenue.
DAWIE helps accounting firms reduce missed documents, organize client communication, protect filing deadlines, and convert one-time tax clients into ongoing service relationships.
Client Intake & Service Requests
Capture tax prep requests, bookkeeping inquiries, payroll needs, business accounting requirements, entity details, and client goals before the first consultation.
Document Request Automation
Request W-2s, 1099s, receipts, bank statements, payroll files, business expenses, prior returns, and missing documents without manual chasing.
Deadline & Filing Reminders
Send deadline reminders, missing document alerts, filing status updates, payment prompts, and follow-ups that keep clients moving before tax season pressure builds.
Accounting Workflow Control
Cleaner client workflows. Less tax-season chaos.
Accounting firms lose time when clients send incomplete documents, forget appointments, delay approvals, or need constant manual reminders. DAWIE gives your firm a structured system for intake, document collection, deadlines, billing, and long-term client retention.
Structured Client Onboarding
Collect service type, entity details, tax year needs, bookkeeping status, payroll requirements, and key deadlines before work begins.
Missing Document Follow-Ups
Automatically remind clients about missing tax forms, statements, payroll records, receipts, signatures, and approval steps.
Recurring Accounting Revenue
Convert tax clients into monthly bookkeeping, payroll, advisory, cleanup, and compliance service plans.
Ready to organize your accounting firm?
Stop losing time to scattered emails, incomplete documents, missed deadlines, and manual client reminders. DAWIE gives accounting firms a polished operating system for intake, communication, follow-ups, billing, and recurring service growth.