Upgrade your accounting operations with automation, compliance management, and secure data practices—all while enhancing client collaboration and streamlining onboarding.
Our low-code platform empowers accounting firms and CPAs to automate routine tasks, ensure compliance, safeguard sensitive data,
and improve client collaboration. It also simplifies the onboarding and offboarding of clients, firms, and partners.
Our platform automates data import, reconciliation, and report generation, saving time and reducing errors. It uses rules to reconcile transactions and creates real-time, customizable financial reports for different stakeholders with ease.
Stay on top of changing tax laws and accounting standards with real-time alerts. Our platform ensures compliance through automatic updates and keeps a detailed audit trail of all transactions, making audits simpler and more efficient.
Enhance client communication with secure portals for document sharing and messaging. Collaborate on tasks and track progress with easy-to-use workflows, ensuring deadlines are met and client expectations are exceeded.
Protect sensitive data with robust encryption both in transit and at rest. Implement role-based access to control who sees what, while adhering to industry standards like GDPR, SOX, and PCI DSS to ensure full compliance.
Streamline client and firm onboarding with automated workflows that simplify data collection, verification, and system integration. Tailor onboarding processes to specific needs, ensuring compliance and consistency throughout the process.
Explore how iLeap’s platform empowers accounting firms to leave manual processes behind, driving efficiency through custom automation solutions. These case studies showcase how low-code innovation is reshaping workflows, enhancing client services, and accelerating growth in the accounting industry.
A firm struggled to process tax documents manually during peak season.
Automated document collection and tax calculations, integrated with real-time regulation updates for faster filing.
Reduced tax prep time by 40%, increasing client satisfaction and streamlining workflows.
Manual audits were slowing down reporting and increasing the chance of errors.
Digitized audit checklists, secure document storage, and real-time collaboration tools.
Enhanced audit efficiency by 30%, speeding up the delivery of audit findings.
Generating reports across multiple clients was time-consuming and error-prone.
Automated the creation of custom reports and real-time financial data consolidation.
Reduced report generation time by 50%, improving accuracy and timeliness.
Clients had difficulty accessing and sharing financial documents securely.
Created a secure client portal for easy access, file sharing, and task tracking.
Increased client satisfaction with faster response times and enhanced transparency.
The firm’s client onboarding process was slow and manual.
Automated the client intake process, integrated with existing CRM and accounting systems.
Cut onboarding time by 60%, improving operational efficiency and client satisfaction.
The process for onboarding and offboarding partners was inefficient and prone to errors.
Developed automated workflows for partner information collection, approval, and removal.
Streamlined partner integration and removal, ensuring compliance and improving data integrity.
The iLeap platform’s visual drag-and-drop interface makes it easy for process owners to develop applications rapidly without expensive requisition and development cycles. The result is continuous innovations to maintain competitive advantage.
Whether it is to combat the rampant market changes that are prevalent in today’s industry, or the sheer degree of innovation needed to be competitive, cross-team collaborations are indispensable. The very requirement for conjoined efforts stems from the fact that often professionals are experts in a single domain while the need of the hour may be a hybrid operation.
Over the years, Rapid Application Development (RAD) has been reshaping the app dev landscape by slashing lengthy planning and development cycles. RAD focuses on quickly delivering functional prototypes that can be refined on the go based on feedback.
Digital Transformation today has become paramount. It has helped companies to adapt to evolving market demands, enhance operational efficiency, and stay competitive. This has led to companies increasingly investing in modernizing their IT framework. In that regard, Low-Code platforms can be a great enabler of change as the technology accelerates innovation cycles, reduces time-to-market, and fosters collaboration between IT and business teams.
