Finance & Accounting Firms
Streamline client document collection, automate engagement letters, and securely share financial documents. AI extraction reduces manual data entry from financial statements.
Michael Ledger
Operations Director
Financial Services / Accounting | 30-150 employees
Michael manages document-heavy processes: client onboarding, tax preparation, and audit support. His team handles thousands of sensitive financial documents annually. Manual data extraction and insecure email exchanges create inefficiencies and risks.
Challenges
Inconsistent Document Formats
Clients submit bank statements, tax forms, and invoices in various formats.
Manual Data Extraction
Staff manually extract figures from financial statements. Time-consuming and error-prone.
Insecure File Sharing
Sensitive financial data shared via unsecured email.
Audit Preparation
Assembling documents from multiple sources for audits is laborious.
Version Control
Working papers and drafts create version confusion.
How Dropie Solves These Problems
Create secure client portals for document collection. AI extracts data from financial documents. Datarooms provide secure collaboration with complete audit trails.
Typical Client Engagement Workflow
Client Intake
New client completes intake form with business details and service needs.
Engagement Letter Generated
Engagement letter auto-generated with client information and scope.
Signature Collection
Client signs engagement letter digitally.
Payment Processing
Retainer fee collected via Stripe.
Document Request
Client receives secure link to upload required financial documents.
AI Processing
AI extracts data from uploaded bank statements, invoices, tax forms.
Dataroom Access
Client granted access to secure dataroom for ongoing document collaboration.
Features Used
Secure Forms
Client intake and document request forms
AI Document Processing
Extract data from bank statements, invoices, and tax documents
Document Generation
Auto-generate engagement letters and tax organizers
E-Signatures
Collect signatures on engagement letters and authorizations
Payment Collection
Collect retainers and service fees
Secure Datarooms
Secure workspace for financial document collaboration
Client Portals
Client access to their financial documents
Audit Trails
Complete access logging for compliance
Benefits
Faster Onboarding
Automate engagement letter generation and signing
Secure Document Collection
Replace email with encrypted document submission
Reduced Data Entry
AI extraction from financial documents saves hours
Audit-Ready Documentation
Complete audit trails document all access
Version Control
Single source of truth in datarooms
Bank-Grade Security
AES-256 encryption for all financial data
Implementation Steps
Create Client Intake Forms
Build onboarding forms with business details and service selection.
Create Engagement Templates
Upload engagement letter templates for different service types.
Configure AI Extraction
Set up AI to extract data from common financial document types.
Build Client Datarooms
Create secure datarooms for client document collaboration.
Set Up Client Portals
Configure portals for clients to access their documents.
Apply Firm Branding
Customize with firm logo and colors.