One system.
Your entire firm.
Instead of client folders on network drives, Excel trackers, emails, and WhatsApp groups — one system that centralizes clients, documents, tasks, and communication. Built exactly for how your firm operates.
Limited engagements at any time.
Sound familiar?
Every client is scattered across a network folder, an email chain, a spreadsheet, and a WhatsApp group.
Tax season arrives and the entire office goes into crisis mode because there's no centralized status view.
A client calls asking 'what's the status?' — and someone has to dig through three different places to answer.
Tasks fall through the cracks because there's no single tracking system everyone can see.
What usually breaks
An accounting firm needs seasonal visibility, not more folders.
Broken today
Clients send documents through email, WhatsApp and Drive, and nobody trusts the missing-docs list.
What we build
Client portal with uploads, missing-item status, reminders and team tasks.
Broken today
During tax season there is no live view of who filed, who is stuck and who sent nothing.
What we build
Seasonal dashboard showing bottlenecks, owners and deadlines in real time.
Broken today
Managers cannot see what entered each employee inbox without opening mailboxes.
What we build
One AI inbox that classifies, routes and attaches every email to the client and task.
What the system does.
One system that starts working day one and evolves with your business.
Replaces all your tools
WhatsApp, calendar, Excel, accounting, forms — and everything else. One system.
Live seasonal dashboard
Every client, report, deadline — a picture that updates itself.
Answers any question
Revenue this month? Who hasn't paid? Next appointment? — one click.
What's Inside
Everything in one place.
Client Management
One client card — documents, tasks, hours, communication, history. No more searching.
Document Management
Automatic folders by client and tax year. Upload, sign, share — all from one place.
Task Tracking
Every task is tied to a client and a team member. Deadlines, reminders, statuses. Nothing falls through.
Client Portal
Clients upload documents, check their status, and send messages — without phone calls or emails.
Seasonal Dashboard
How many clients have filed? Who's stuck? Where's the bottleneck? A real-time view of tax season.
Security & Permissions
Role-based access, full audit log. Your clients' financial data is protected the way it should be.
From 10 tools to one system.
Before
10 tools that don't talk
Scattered data. Duplicate work. Leads fall through. Manual reports. No full picture.
After
Alcyone14 — Unified system
Team works from one screen. Zero dropped leads. Full control.
See for yourself
A living system. Not a screenshot.
“4 systems became 1. We sent the secretary home two hours early every day — not because we fired her, because there's nothing left to do.”
Manager · Speech Therapy Clinic
From the Field
What we changed.
Before
Managing 300+ clients with network folders and Excel. Communication via WhatsApp. No centralized task tracking.
After
Custom system with unified client cards, automatic document management, client portal, and seasonal dashboard.
Before
Each branch using different tools. Management has no consolidated view across the firm.
After
Single system for all branches. Central dashboard, automatic task distribution, and one-click reporting.
How it works.
Listen
We sit down with you and your team. Map every process — client intake, report preparation, communication, billing.
Design
We architect one system that replaces the spreadsheets, folders, WhatsApp groups, and email chains.
Launch
A working system within weeks. Your team starts using it, we keep refining.
Continue
Monthly retainer. Next tax season? The system is already ready for it.
Managers and clinics working with us
Partner · Accounting Firm
The manager needed to see all employee inboxes. We built one address with AI that breaks down each email, understands who should handle it, and routes automatically to the right person in the CRM.
Manager · Accounting Office
Tax season was chaos. Now — a seasonal dashboard. I see exactly who filed, who's stuck, who hasn't sent documents. Reminders go out automatically.
CPA
Clients upload documents through the portal themselves. No more emails with 'attached invoice from August.' Everything organized automatically by client and year.
Manager · Accounting Office
New employee joins — within an hour they see all their clients, open tasks, and deadlines. No week-long training needed.
Finance Manager
The Hashavshevet integration saves us 3 hours a day. Data flows, not copied. Zero copy errors.
How much time are you wasting?
Waste Calculator
You're wasting
1,920
work hours per year
₪288,000
at ₪150/hour
On what?
- 6 tools that don't talk to each other
- Manual copying between systems
- Fixing errors from manual copying
- Searching for info scattered everywhere
One system replaces all of this.
Let's talk→And that's just the time. We haven't counted:
Now try to fix it:
Do nothing
Keep 6 tools. Waste 1,920 hours/year. Lose leads. Hope Excel doesn't break.
₪288,000/yr wasted
Buy a platform
Paid $25,000+ and you still have 5 separate tools.
The platform replaces one tool. Everything else — still scattered, still not synced, still yours to maintain.
⚠ Vendor changes the product — your workflow bends with it
⚠ Change = new quote + weeks waiting
⚠ Per-seat price grows with every new hire
$25,000–45,000 /first year
And after all that — still not one system.
Alcyone14
$0 setup. One custom system that replaces everything. Fully managed. Monthly retainer.
$0 setup
Let's talk →Connects to tools you already use
Medical data. Done right.
Built-in encryption
SSL, at-rest encryption, and encrypted communication. Your data is protected from day one.
You're in control
Role-based permissions — each team member sees only what's relevant. Full audit log.
Full transparency
An ops panel with a changelog and tickets — you see exactly what's happening in your system. No black box.
Questions.
Why Accounting Firms Need a Custom System
An accounting firm manages hundreds of clients, thousands of documents, and dozens of simultaneous deadlines — using network folders, Excel spreadsheets, email threads, and WhatsApp groups. Each tool works in isolation. Nothing is connected.
When a client calls to ask about their filing status, someone has to open a folder, search through emails, and check a spreadsheet. When tax season hits, there's no dashboard — who has filed, who is stuck, who hasn't sent their documents. The office manager builds that picture manually, every single day.
Generic CRMs like Salesforce or HubSpot weren't designed for this. They don't understand tax years, seasonal workflows, or the relationship between a client, their documents, and their filing status. You end up bending a generic tool until it sort of works — and then spending more time maintaining it than using it.
Alcyone14 builds one system that replaces all of that. A single client card that centralizes documents, tasks, communication, and status. A portal where clients upload documents themselves. A seasonal dashboard that shows exactly where every client stands.
Document Management That Actually Works
Folders are created automatically by client and tax year. Documents are classified, linked to the right client, and accessible from anywhere. Clients upload through the portal — no more email attachments that get lost in someone's inbox.
When you need to find a document, it's there. Not in a folder someone forgot to share. Not in an email from last year. Not on a USB drive in someone's desk drawer.
Every document has a clear chain of custody: who uploaded it, when, who reviewed it, what happened next. For accounting firms handling sensitive financial records, this isn't a nice-to-have — it's a requirement.
Tax Season Without the Panic
A seasonal dashboard shows in real time: how many clients have filed, how many are waiting on documents, how many are stuck on a blocker. Reminders go out automatically to clients who haven't sent their paperwork. Priority lists update based on deadlines.
Instead of the office manager building a status spreadsheet every morning, the picture updates itself. Partners can see at a glance which staff members are overloaded and which have capacity. Work gets redistributed before bottlenecks become crises.
The system understands that accounting work is cyclical. Quarterly filings, annual returns, payroll deadlines — each has its own rhythm, and the dashboard adapts accordingly.
A Client Portal That Eliminates Phone Tag
Clients don't need to call to find out their status. They log into the portal, see what's pending, upload missing documents, and send messages — all logged in the client card.
Fewer phone calls, fewer emails, more time for professional work. Clients feel informed and in control, which means fewer anxious follow-ups during the busiest time of year.
The portal also serves as a secure document exchange. Instead of clients emailing W-2s and 1099s as unencrypted attachments, everything flows through a secure, logged channel.
Monthly Retainer — Not a One-Time Project
An accounting firm isn't static. New clients come in, regulations change, processes evolve. A system built once and abandoned gets outdated within months.
We work on a monthly retainer. No setup fees. Your firm grows — the system grows with it. Next tax season needs a new feature? It's already there before the first deadline hits.
This model means you're never stuck with a system that was built for last year's problems. As your firm evolves — new service offerings, new compliance requirements, new team members — the system evolves with you.
Financial Data Security
Your clients' financial data requires serious protection. The system includes role-based permissions — a junior accountant doesn't see every client. Full audit logging, encryption at rest and in transit, and automated backups.
No more relying on network folders without proper access controls. No more sensitive documents sitting in email inboxes. Every access is logged, every permission is intentional, and every backup is automatic.
Let's build.
Tell us about your firm.