Accordance is a workflow and client collaboration platform that helps accounting firms automate tax engagement management and centralize client communication. The platform replaces email-based document collection and manual tracking with structured digital workflows tailored to tax season. Core capabilities include:
– Standardized digital organizers and document request lists
– Automated client reminders to reduce follow-up time
– Secure document upload and centralized messaging
– Engagement dashboards for real-time status visibility.
