Stop retyping client documents.
Your back office system reads the documents clients send you, fills in the forms and software your team types into today, flags what is missing and shows the page each answer came from. A person on your team checks and approves before anything goes out.
What it does
Reads what comes in
Emails, PDFs, scans and uploads: applications, statements, IDs, intake forms. Sorted, named and filed.
Fills in the fields
Pulls names, dates, figures and details into your forms or software, each one linked to the page it came from.
Chases what is missing
Spots the missing page or signature before your team starts, and drafts the request to the client.
Drafts the routine letters
Engagement letters, client updates and standard replies, drafted from your templates for a person to approve.
Answers staff questions
Your team asks in plain English and gets the answer from your own policies and procedures, with a link to the source.
Keeps a record
Every step is logged: what came in, what was filled in, and who approved it.
Before and after
Before
Staff spent tax season retyping W-2s, 1099s and bank statements, and found missing documents days later.
After
Figures are filled in with their source page, gaps are flagged on day one, and the team only checks and approves.
Example: an accounting firm. An illustration of how the system works, not a client result.
You stay in charge
What it does on its own
Nothing goes out without a person on your team approving it. The system does the typing and checking, your team makes the call.
Where your data goes
It runs in a cloud account you own, in the region you choose. BhuwanLabs keeps no copy of your client data. Security details.
Built for your industry
Works well with
Pairs well with the front desk system and the content system. Want two or three systems working together? You get one fixed quote for the lot. Phone minutes and other usage are billed to accounts in your name at cost, so you see exactly what you pay.
Talk it through
Thirty minutes with Bhuwan Aryal, the engineer who would build it. You'll leave with a written plan, a fixed quote and an honest view on which system is worth it for you, if any.
Live in 2 to 4 weeks. Month to month after that, and you can cancel anytime.
Book a 30-minute callBhuwan Aryal
Founder, BhuwanLabs