The workflow audit

Clarity: The Workflow Audit

A full map of where your firm loses time, and a costed plan to get it back. Delivered in 5 business days or it's free.

Book your audit

We work with accounting, bookkeeping, and tax firms and nothing else.

What you get.

A complete map of your current software stack

Every tool you run and how work actually moves through it, from client input to filed return.

The top 3 time sinks in your firm

Hours lost per month on each, costed against your own staff costs, so you see the number in pounds.

A prioritized automation roadmap

What to build first, what it saves, and what it costs. Sequenced so the first build pays for the next.

A 45-minute walkthrough call

We present the findings, answer your questions, and leave you with the roadmap whether or not you build with us.

The price and the reversal

$657, fixed, agreed before we start.

Credited in full against any build you commission within 60 days. Proceed and the audit costs you nothing. Don't proceed and you keep the roadmap and use it however you like, including with someone else.

Delivered within 5 business days of receiving access, or it's free.

What happens next.

  1. Book the call

    Pick a time below. A short kickoff so we understand your firm and what access we need.

  2. Give read access

    Read-only access to the software the audit needs to look at. Scoped to the build, nothing more.

  3. Get the audit in 5 days

    Within 5 business days of receiving access, your full map and costed roadmap land in your inbox.

  4. Walk through it together

    A 45-minute call to present the findings and the priorities. You keep the roadmap either way.

What this is not.

  • Not a sales call in disguise. It is a paid piece of work with a deliverable, and you keep it.

  • Not a generic template. The map is built from your stack and your staff costs, not a checklist.

  • Not a pitch for a platform. We do not sell software you have to adopt. We work inside what you run.

Clarity FAQ

About the audit.

Read-only access to the software the audit looks at, usually your bookkeeping and tax software and wherever documents come in. Scoped to what the audit needs, and revoked when it's done. We sign your NDA first.

Then you keep the roadmap and use it however you like, including with another firm. There is no obligation to proceed. If you do commission a build within 60 days, the $657 is credited in full against it.

Only the people doing the audit, under your NDA and data processing agreement. Your data stays in your systems. We look, we map, we hand back the roadmap. Nothing is moved to a platform of ours.

If it doesn't land within 5 business days of us receiving access, it's free. That term is fixed and in writing before we start.

Book your Clarity audit.

$657, delivered in 5 business days or it's free, and credited in full against your first build. Pick a time that works.

Prefer to write first? Email info@invitrex.com.