Get documents in on time. Free up billable hours. Without the chasing.
When your team spends the day chasing missing documents, that's capacity you're paying for and can't bill. Struq gets the documents in the door instead. We build and run the follow up inside your portal and practice tools, so missing items, reminders, and status stay owned and moving, and your staff stay in control.
No commitment. Takes 2 minutes.
Staff chase documents
Intake keeps moving
Struq is built by operators who have spent 23 years turning complex technology into reliable systems businesses can run on.
23years
Operations and technology experience in every system
30days
First working system live with real workflow proof
1workflow
Start focused, prove value, then expand
Where your firm loses hours.
You know the client who takes four reminders to send one document. Now picture that across every open engagement. The chasing gets spread across portals, inboxes, and whoever has a free minute, and it quietly costs you the thing you have least of in busy season: your team's time.
Struq watches all of these, every day.
Get Your Workflow ReviewWhat is document chasing costing you?
Use your own numbers. This is a rough estimate, not a promise, but it shows the size of the leak.
Assuming Struq takes about 70% of that chasing off their plate.
805 hours
about $60,375 in time each year
Estimate from your own inputs. Our clients are under NDA, so instead of numbers you can't verify, we'll prove it inside your first 30 days.
Here's how the documents come in without the chasing.
Every day, Struq checks your portal, practice system, and inbox, tracks what's still missing, and drafts the next reminder. Your staff approve and send. Managers see exactly what's stuck. No one rebuilds the missing items list by hand again.
This isn't ChatGPT training for your staff. It's a managed workflow that actually gets the missing documents in the door.
- Runs every day, including through tax season peaks
- Works inside Karbon, Canopy, TaxDome, QuickBooks, and your client portal
- No client reminder goes out without staff approval
- Tracks outstanding document requests by client
- Drafts client reminders for staff review
- Routes exceptions to the right owner
- Shows managers what is stuck and why
A prepared queue, not another dashboard.
Each morning your team reviews what Struq prepared, approves or edits, and moves on. The work is done before they open it.
One AI partner for the whole firm.
You start with client document collection because that's where the hours disappear today. Once it proves out, Struq becomes the AI layer across your whole firm, one system at a time, all inside the software you already run.
Get every client document in the door.
Outstanding requests are tracked and reminders are drafted until the file is complete.
Clear the intake bottleneck.
Organizers and source documents get logged, checked, and routed so preparers are not left waiting.
Close the books days sooner.
Missing information and stuck steps surface early so recurring closes stop slipping.
Answer clients faster during crunch.
Client questions are summarized and drafted so staff respond without losing focus.
Never miss a filing deadline.
Upcoming deadlines and outstanding items are surfaced before they become a scramble.
Onboard new clients without the back and forth.
Engagement setup, document requests, and first month tasks move on their own.
Every system is built into the tools you already run and stays under your team’s approval. Start with one, prove it in 30 days, then expand.
Built for accounting firms that run on follow-through.
We take on one workflow and prove it in 30 days, so this only works when the recurring client volume is genuinely there. If that sounds like your firm, here's where we fit.
- CPA, tax, CAS, and outsourced accounting firms
- 11 to 200 people with recurring monthly client work
- Meaningful document request and reminder volume
- A client portal or workflow tool already in place (Karbon, Canopy, TaxDome)
- Partners who want manager-level visibility into what is stuck
- Solo CPAs and very small tax shops
- Firms with little recurring client workflow volume
- Firms looking only for AI education or tool recommendations
What visible proof looks like in 30 days.
In 30 days, proof should be visible in the workflow before anyone claims ROI. Here is what you would be able to see.
We start focused, prove it, then expand.
Find
We start with client document intake and missing item follow up and map exactly where it breaks down.
Build
We build the AI system around how your team already works.
Operate
It prepares the work. Your team approves the decisions.
Improve
We report value monthly and expand what works.
Built for control at every step.
AI prepares
The agent reviews, drafts, flags, and routes the repeatable work.
Humans approve
Your team makes every customer-facing and judgment call.
Your systems stay the source of record
Struq works around your CRM and inbox. Nothing gets replaced.
One workflow first. Then expand where it pays.
Let's find where the chasing is slowing your firm down.
If we don’t show measurable value on the agreed proof target within 60 days, we keep working at no additional cost until we do. No commitment to start.
- Start with one workflow
- Fixed scope, no surprise costs
- Your software and data stay yours
- Where document intake, reminders, or status may depend on manual chasing
- Where that may be costing staff time, response speed, or firm capacity
- The first managed workflow Struq would build
- How your staff and managers stay in control
- What proof could be visible in 30 days