How a 5-person tax firm replaced manual chaos across 6 platforms with 31 automated systems — built and deployed by Install Agent.
A full-service tax and accounting firm based in Silicon Valley, California. A team of 5 handling more than 700 clients across individual, business, and payroll tax services.
A tiny team drowning in manual processes across disconnected systems. Excel spreadsheets, ClickUp, ShareFile, QuickBooks, CCH Axcess, Microsoft 365 — nothing talked to anything else.
Every client interaction required 4–5 manual steps across different tools. A single onboarding took 45 minutes of clicking between platforms. Weekly reporting was a full-day project. Tax season meant 14-hour days just keeping up with admin work.
Custom Electron desktop app replacing 5 interconnected Excel spreadsheets — including a 786-row Task Assignments sheet and a 15-tab Production Log. Built with React, TypeScript, and SQLite. Manages clients, staff, engagements, intake pipeline, tax deadlines, and ClickUp sync. Ships with 301 automated tests.
Automated pipeline pulling all tasks across 3 ClickUp spaces, deduplicating results, and generating formatted HTML + Excel reports. Emailed to the team every Friday via SendGrid. Tracks 369+ active tax returns in real time.
Reads the firm's operations spreadsheet from SharePoint every 30 minutes, auto-creates corresponding ClickUp tasks, and writes back sync IDs to prevent duplicates. Zero manual data entry between systems.
A single CLI command creates a ClickUp task, ShareFile folder hierarchy, QuickBooks customer record, Microsoft 365 contact, sends a welcome email, and notifies assigned staff. Replaces 5 manual steps across 5 different systems. Onboarding dropped from 45 minutes to under 2.
Uses the Claude API to analyze prior-year tax returns and generate client-specific document checklists. Monitors ShareFile for incoming uploads and triggers automated follow-up emails when documents are missing or incomplete.
Reads completed tax return PDFs via the Claude API and outputs pre-populated Excel review worksheets. Supports 1040 (individual), 1120 (C-Corp), 1120-S (S-Corp), and 1065 (Partnership) return types.
When a ClickUp task moves to "Client Review" status, the system automatically uploads the PDF to the correct ShareFile folder and sends the client a notification with a secure download link.
Cross-platform Electron application with portal-based tax grouping, auto-suggest for account mapping, and adjusting journal entry management. Ships to Windows via GitHub Actions CI/CD pipeline.
Parses QuickBooks Online exports, splits shared client assignments across staff, and outputs ranked Excel reports for quarterly bonus calculations. Eliminated 4 hours of manual spreadsheet work per quarter.
Automated morning cash flow analysis from bank CSV statements. Categorizes transactions, flags anomalies, and delivers a summary report before the first meeting of the day.
Daily automated prospecting across 30+ Bay Area cities. Enriches contacts, verifies emails, and deduplicates against a SQLite database. Runs on a daily cron job with zero manual intervention.
SendGrid-powered outreach system with unsubscribe webhook processing, CAN-SPAM compliance, and full SQLite tracking for opens, clicks, and replies. Every email is logged and auditable.
Autonomous carousel generator producing 7-slide tax education content from 30 content pillars. Claude Haiku writes the copy, programmatic templates handle branding. Operating cost: $15–25/month.
Connects to the firm's Meta Ads account via Graph API, pulls campaign performance data, and generates detailed analysis reports every Monday morning. Tracks spend, reach, CTR, and cost per lead.
3-touch email sequence targeting lapsed clients with SendGrid templates, automated scheduling, and response tracking. Re-engages former clients without any manual follow-up.
Isolated AI execution environment running in Docker with iptables firewall rules and a domain whitelist. AI agents can work without ever touching production data or leaking credentials.
Automated vulnerability scans running at 7:00 AM every day. Checks for exposed secrets, outdated dependencies, open ports, and configuration drift. Results logged for audit trail.
8 complete policy drafts covering access control, change management, incident response, data classification, vendor management, and more. Built for audit readiness from day one.
CLI tool for dispatching parallel AI workers with audit logging, session management, and resource controls. Enables autonomous overnight work with full traceability.
All API keys and secrets moved out of .env files and into secure, isolated environment variable storage. No credentials in code, no secrets in version control, ever.
4-week structured curriculum designed for all 5 staff members. Covers Claude Code basics, prompt engineering, workflow automation, and security best practices. Non-technical staff included.
"Install Agent didn't just install tools — they rebuilt how our entire firm operates. We went from drowning in spreadsheets to having automated pipelines that run while we sleep. Thirty-one systems, and every single one of them works."
Every week you wait is another week of manual workflows and wasted capacity.