BusySeasonBusy Season

Under

Control.

Clients, deadlines, documents, filings — one system built around how your firm runs busy season. We host it, fix it, and grow it with you. One flat price.

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Why Choose Us

One system for busy season, run by us.

Built for how your firm runs busy season — then run by us.

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01

Every deadline in one view

Clients and due dates on one board, with reminders before anything's late.

Deadline boardAuto remindersNothing late

02

Documents clients actually send

A simple portal that asks for exactly what you need and nudges until it arrives.

Client portalSmart requestsAuto nudges

03

One place for the whole firm

Client history, filings, and status visible to your team — no more asking around.

Client historyFiling statusTeam view

04

Hosted and run by us

We host it, fix it, and keep it running — one flat price, live in about 60 days. You own the system.

Hosting & uptimeFixes & changesOne flat price

What you get

One place to run your business.

You and your team get one place to run the whole business—all your work, your customers, and your money in a single view. We run everything else behind the scenes. Click any card to see what's inside.

Your businessUp and runningrun by us

Your system · what you'll seework · customers · money

live

Behind the scenes

What we handle for you:

01Always onWhat we handle every monthThe boring stuff that keeps your business running — done for you, every day.

You never think about any of this. That's the point.

HostingYour system stays on, day and night.
BackupsYour data gets copied every day. Nothing gets lost.
SecurityLocked down and watched, so you don't have to think about it.
UpdatesIt stays current without you lifting a finger.
FixesSomething breaks, we fix it. Fixes jump the line.
ChangesYour business changes, the system changes with it. Included.

02SupportWhen something breaksYour own client portal — raise a request, watch it get handled.

You get a private portal for your business. Log a fix or a change on the request page, and it comes straight to us — no email chains, no phone tag.

A request page for fixes and changesWrite what you need in a few words and send it — from any device.
Track every requestSee what's open, what's in progress, and what's done.
Fixes jump the lineBroken beats new. Always.
Or just call — a real person picks upPrefer to talk? One number, no ticket queue, no script.

03AnywhereWorks from anywhereThe whole system runs on any phone — no new gear to buy.

Your day doesn't happen at a desk. Neither does your system.

Runs on any phoneThe one in your pocket right now is fine.
Quote from the couchSend it before the moment passes.
See the day from anywhereYour work, customers, who's where.
Big buttons, plain wordsBuilt to use with one thumb on the move.

04In writingYour data is always yoursMonth to month. No lock-in. It's all in the contract, in plain English.

You're never trapped. That's not a promise — it's in writing from day one.

Month to monthFire us anytime, like you'd drop a vendor who stopped showing up.
No cancellation feeNo "early termination" games.
Your data comes with youHanded over in a form your next system can use.
Plain-English contractIt spells out what you get and what happens if we ever stopped.

How it works

What happens after your call.

No big meetings. No homework for you. We map how your business runs, design it with you, then build — with your team testing as we go. It's live in 60 days, and you sign off that it works before you pay the second half.

Step

Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6Wk 7Wk 8Ongoing

A short call

1Day 1

We map how you run

2Wk 1 - 2

We design it with you

3Wk 3 - 4

We build your system

4Wk 5 - 7

You test it as we go

5Wk 6 - 8

We launch

6Day 60 — live

We run it from there

7Ongoing →

Slide to see the full timeline

The plan8 weeks end to end · live by day 60 · then we run it

At risk

1A short call

2We map how you run

3We design it with you

4We build your system

5You test it as we go

6We launch

7We run it from there

Your job: run your businessFirst designs: wk 3Risk: high

— we show up ✓

FAQ

Questions owners askbefore they sign.

Pick a topic, or read them all. Don't see your question? Call us — you'll get a straight answer from a person.

Do I own the software?

Yes — you own it. We build your business its own system, it's yours, and we run it for you. If you ever leave, you take the system and your data with you. That's in the contract from day one, in plain English.

What if I cancel?

Then you cancel. Month to month, no cancellation fee, no "early termination" games. And you keep the system — it's yours, along with all your data. You're never trapped.

Why $1,500 a month?

Because it's everything: hosting, security, backups, fixes, and changes when your business changes. No per-user fees, no add-ons, no surprise line items. Most businesses your size already pay more than that across three or four tools they barely use — this replaces them with one system that actually fits.

What if I want something changed?

Ask. Changes are included. We work one request at a time so things get done right — and bug fixes always jump the line. Brand-new additions (a whole new module) get scoped separately, so you always know what's what.

How fast will I see something?

We map how you run in the first two weeks, design your screens with you in weeks 3 and 4, then build — live in about 60 days, end to end. You see progress every week, so you're never wondering what you paid for.

What do you need from me?

A few hours. We watch how your business runs, ask questions, and get out of your way. You don't have to learn anything, manage anything, or touch anything.

What happens to my data if something happens to you?

It's in writing: your data is always yours, exportable any time, and the contract spells out exactly what you get and what happens if we ever stopped operating. You're never trapped.

$7,500 up front is a lot.

Half up front. The other half isn't due until three months in — after you've seen it work in your business. For comparison: the big software companies charge $5,000–$50,000 just for "implementation" — and lock you into a multi-year contract on top. We don't do either.

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Reach out to our team for a quick demo.

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Let's talk about your business.

Book a call. Tell us how your business runs. We'll tell you what we'd build — and you'll know the price before we hang up.

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