Promptful Consulting builds custom software for small-to-midsize accounting firms and CPAs in Birmingham, Alabama: secure client document collection portals, structured intake and onboarding forms, workflow tracking for returns and engagements and deadlines, and reporting dashboards built on the firm’s real data. Software the firm owns. Flat project pricing from $3,000 to $25,000.
Accounting firms in Birmingham run on deadlines, documents, and client communication — and most of that still happens through email chains, shared drives, and spreadsheets that don’t talk to each other.
I build custom software for small-to-midsize accounting firms that streamlines the operational side of your practice. Not another SaaS subscription. Software built around your workflows that you own.
Secure upload portals where clients submit documents directly. No more chasing emails and attachments.
Structured intake forms that collect the right information and route it to the right team member from day one.
See where every return, engagement, or deliverable stands. Track deadlines, assignments, and status without a spreadsheet.
Custom dashboards that pull from your real data. Revenue, workload, capacity, client status — whatever metrics matter to your firm.
Projects range from $3,000 to $25,000. A focused client portal or intake system starts at the lower end. A full practice workflow platform runs higher.
Flat pricing. You own the code. No monthly fees to me.
Same approach on every project: flat pricing, code you own, software built for how your business actually runs.
Flat pricing from $3,000 to $25,000. A focused client document portal or intake system sits at the lower end; a full practice workflow platform with dashboards and multiple roles runs higher. You get the number before the work starts.
No. Your app sits alongside QuickBooks, Xero, or whatever tax software your firm runs, and integrates where an API exists. The goal is to fix the operational layer around your accounting stack, not to replace it.
Your app runs on your infrastructure and your accounts. Document portals get built with encrypted storage, per-client access controls, and audit logging, and I don’t hold client financial records on my systems.
Most projects deliver in 2–6 weeks, so a document collection portal or intake workflow started in the fall is running well before January. Larger platforms are best scoped outside of busy season.
No. It takes over document chasing, status spreadsheets, and manual report assembly. Advisory work, review, and judgment stay where they belong.
Based in Birmingham, Alabama. Working with small businesses nationwide.