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Managed IT & Automation for Accounting Firms

Managed IT & Automation for Accounting Firms

Support your people. Organise client work. Spend less time chasing the next step.

Powerful Platform brings Microsoft-focused IT management and business automation together for accounting firms. Give your team a clearer way to get technical help while improving the administration around client service.

We manage your firm’s technology.

Microsoft 365 administration, employee IT support, devices, access, security, backup oversight and IT planning. Support coverage, application responsibilities and seasonal requirements are agreed in your service plan.

We automate your firm’s operations.

Simplify client onboarding, document collection, reminders, approvals and internal handoffs. Start with one workflow and define its permissions, integrations and ongoing ownership before implementation.

Book Your Firm’s Free IT Assessment

Bring one IT problem and one repetitive client-service process to your free 30-minute assessment. Receive a concise written summary of priority gaps and improvement opportunities based on your discussion.

Explore Managed IT · Explore Business Automation

Our client-lifecycle automation product

The features and software plans below describe our automation product. Ongoing managed IT, implementation work and required software licences are scoped separately in your proposal.

The Problem

Tax agencies spend too much time on manual tasks, lose leads due to inconsistent follow-ups, and struggle to manage client documentation securely. This leads to:

  • Missed opportunities

  • Slow onboarding processes

  • Compliance & security risks

  • Inefficient client communication

  • High operational costs

Our Solution

Powerful Platform helps tax agencies streamline their entire client lifecycle:

  • Capture & manage leads automatically

  • Generate and send e-signature-ready retainers

  • Create a secure self-service portal for each client

  • Automate document collection, permissions, and onboarding

  • Keep all tax documents organized & compliant

How It Works

  1. Capture Leads → Prospects submit information via your website form.

  2. Qualify Opportunities → Manual review + automated workflows.

  3. Send Retainers → Generate and deliver agreements instantly.

  4. Onboard Clients → Auto-create SharePoint subsites and user accounts.

  5. Self-Service Portals → Give clients access to documents, status updates, and communications — all in one place.

Key Features

  • Smart Lead Capture – Embed branded lead forms directly on your website.

  • Automated Retainers – Instantly generate and send retainer agreements.

  • Client Portals – Create personalized portals with secure document sharing.

  • Integrated SharePoint Sites – Auto-create subsites with dedicated permissions.

  • Seamless Onboarding – Automatically add users, create accounts, and send invitations.

  • Microsoft-Powered Security – Built on Microsoft 365 and Power Platform for enterprise-grade compliance.

Pricing Plans

Plan

Included Clients

Pricing

Free

Up to 5 Clients

Free (Lifetime)

Pay-as-You-Go

6+ clients

$4.99 / client / month

Solo Bundle 

Up to 50 clients 

$19.99 / user / month

Pro Bundle 

Up to 250 clients 

$49.99 / user / month

Enterprise

Unlimited 

Contact for Pricing

💡 Annual discounts available — save up to 15% when billed yearly.

Why Choose Us

  • Purpose-built for tax agencies
  • Cost-effective compared to industry competitors
  • Scalable for agencies of all sizes
  • Backed by Microsoft 365 security & compliance

Get Started Today

📩 Email: contactus@powerfulplatform.net
🌐 Website: www.powerfulplatform.net
🎯 Get a Free Demo: Book Now

Powerful Platform – Automating tax agencies for a smarter, faster, and better client experience.