Missing client documents
The same forms requested again and again, by hand.
Sound familiar?
Problems we fix at a CPA or bookkeeping firm
Unsigned 8879s
Returns ready to file, waiting on a signature nobody chased.
Rejected e-files
A reject code lands, and the clock starts.
Bank reconciliation
Every line matched by eye at month-end.
Working demo
See it work
Realistic simulated data, real software: a morning brief and the board for each business.
Stuck right now Kincaid household ยท e-file E-file rejected Oct 11 with reject code IND-031-04 (the prior-year AGI didn't match).
Open the full demofor invited partners · NDA
Start here
What job eats somebody's week?
Tell us about it. The first consultation is free, and it settles whether we're a fit.
In person from Jacksonville to St. Augustine and Fort Myers to Naples · remote anywhere
1 What kind of business?
2 Which job eats the week?
Pick a business first.
3 How big is it?
Hours a week
People doing it
about 14 work weeks back a year
about 1.5 workdays every week
Book a free 30-minute look
Or call (904) 866-1948 · keith@coquinaautomation.com