Founding Firm Program — 3 no-cost Reactor Reports
Engineer your CPA firm to run at full capacity.
We find where client chasing, missing documents, review bottlenecks, and owner interruptions drain your team — then engineer automation and process fixes around the tools you already use.
- No software migration
- No sensitive client data to start
- No cost during the founding period
Missing-item boardSample data
02Capacity leak detected
The same five leaks show up in firm after firm.
Tax season usually does not break from one giant failure. It breaks from small leaks that repeat every day until the owner has to step in.
- LEAK-01
The Missing Item Leak
Documents live across email, portal notes, paper, shared drives, and staff memory. Nobody has one trusted view of what is still missing.
- LEAK-02
The Follow-Up Leak
Staff manually repeat the same client reminders instead of using a visible follow-up rhythm.
- LEAK-03
The Review Fog Leak
Ready-for-review files get mixed with incomplete files, staff questions, and partner interruptions.
- LEAK-04
The Owner Interrupt Leak
When status is unclear, every “where is this?” question eventually reaches the owner.
- LEAK-05
The Deadline Surprise Leak
Aging files stay quiet until they suddenly become urgent.
The most expensive work in your firm is the work nobody can see yet.
03The report
What the Reactor Report shows.
Plain English. You see what is stuck, why it is stuck, who owns the next action, and what to fix first.
Reactor Report — RR-0Sample data
Report details
- Firm type
- Small CPA firm
- Season
- Tax
- Report status
- Draft
- Biggest leak
- Missing items tracked across too many places
Capacity indicators
- Client chasing load
- High
- Missing-item visibility
- Medium
- Owner interrupt risk
- High
- Deadline visibility
- Low
- Portal adoption
- Inconsistent
- Est. admin drag
- 8–15 hrs/week peak
Findings
- 01Missing client documents are tracked across portal notes, email, spreadsheets, and staff memory.
- 02Staff manually repeat the same follow-up reminders.
- 03Review gets interrupted by incomplete files.
- 04No single view shows returns waiting on client action.
- 05At-risk files are discovered too late.
The one system we would engineer first
A single missing-item board with assigned owners, automated client reminders, deadline-risk flags, and a live view of what is stuck — built on the tools you already run.
Example only. Actual findings depend on the firm's tools, team, and workflow.
04Before and after
What changes when the leaks get sealed.
When status is visible, the owner stops being the fastest way to get an answer. The workflow holds the status instead of your memory.
| Dimension | Before — status lives in memory | After — status lives in the system |
|---|---|---|
| Status questions | Asked and re-asked all week | Answered by the board, without asking |
| Owner interruptions | The owner is the lookup service | Reserved for real decisions |
| Review queue | Blurred with incomplete files | Separated and truly ready |
| Client follow-up | Improvised from memory | Tracked and automated |
| At-risk returns | Discovered when they turn urgent | Surfaced while there is still time |
05One engineered system
Your firm probably does not need another app.
Most CPA firms already have tools. The issue is that the work still escapes the system — clients email around the portal, staff improvise, spreadsheets multiply, review queues blur, and owners get interrupted. We build one practical workflow fix around the tools you already use. No migration required.
Current tools
- Portal
- Tax software
- Spreadsheets
- Task list
- Shared drive
One engineered system
Automation · Process · Data
Outputs
- Visible open items
- Assigned owners
- Automated follow-ups
- Deadline-risk flags
- Review-ready queue
Your inbox is not a workflow system.
06How it works
How a Firm Reactor engagement works.
- 01
Intake
Tell us how work currently moves through the firm.
- 02
Map
We identify where client chasing, missing documents, review queues, and owner interruptions leak capacity.
- 03
Report
You receive a plain-English Reactor Report showing what is stuck, why it is stuck, and what to fix first.
- 04
Engineer
Only after mapping do we choose the fix: one high-leverage automation, process, or data improvement built around your current tools.
- 05
Review
We compare what changed and decide what should become part of the repeatable system.
07Founding Firm Program
We are giving 3 CPA firms a no-cost Reactor Report.
Before turning this into a paid service, we are working with 3 firms to map real capacity leaks, engineer one high-leverage fix, and refine the system around actual CPA firm operations. Your firm gets a precise map of where capacity is leaking and one engineered fix. We get real-world feedback before offering this broadly.
Program console — founding period
What your firm receives
- Reactor Report in plain English
- Workflow intake call
- Missing-item and follow-up review
- Review-queue and deadline-risk review
- Identification of the highest-friction leak
- One engineered fix — automation, process, or data
- Automated client follow-up setup
- Simple status-visibility recommendations
- Before/after findings summary
What we ask in return
- Honest feedback
- A practical walkthrough of the current workflow
- Willingness to test one workflow improvement
- Permission to use anonymized learnings
- Optional testimonial — only if clear value is created
Sensitive client data is not required to start. We map the workflow without reviewing private return details — the first step is simply seeing where work gets stuck, who owns the next action, and what reaches the owner.
No cost during the founding firm period.
08Fit check
Best fit for firms where too much work depends on memory.
Best fit if
- You have 2–25 staff members.
- You prepare individual, business, trust, or nonprofit returns.
- You rely heavily on email for documents and follow-up.
- You have a portal, but clients still work around it.
- Partners or managers are constantly asked for status updates.
- Staff spend too much time chasing missing information.
- You want more advisory capacity, but compliance consumes the calendar.
- You know the workflow could be better, but nobody owns the redesign.
Not a fit if
- You only want more leads.
- You want a full tax software replacement.
- You want a generic AI chatbot.
- You are unwilling to standardize any part of the process.
- You already have a workflow system your team fully trusts.
- You do not want to give honest feedback during the founding period.
No pitch. No follow-up pressure.
Most firms do not need more software. They need an engineered system that runs without the owner.
09About Firm Reactor
Engineering minds pointed at a very real problem: invisible work.
Aden Jessee
Founder & Lead Systems Engineer
Utah / Remote
Firm Reactor is a small team of software engineers, data specialists, and AI-minded systems thinkers. We come into a firm, find where capacity is leaking, and engineer the highest-leverage fix first — using automation, process design, and the right data.
Technology is only half the work. New systems change how people work, so we also help your team reframe the shift — so the improvement actually sticks instead of being quietly abandoned in March.
For local firms, I can sit down in person and watch the workflow before recommending anything.
10Straight answers
The questions owners actually ask.
Q-01What data do you need to start?
Workflow context only: how documents arrive, who touches a return, where status lives, what reaches the owner. We do not need access to client financial records, tax software, or portals to produce the Reactor Report.
Q-02How much of my team's time does this take?
One intake call with you, and a practical walkthrough of how work moves through the firm — typically with one or two staff members. We do the mapping; your team keeps working.
Q-03Is this a sales pitch?
No. During the founding period the report and one engineered fix are free in exchange for honest feedback. If there is no clear fit, we say so and stop — no pitch.
Q-04Do we have to change software?
No migration. We engineer the fix around the tools you already run — your portal, your tax software, your email. The problem is rarely the tools; it is the work that escapes them.
Q-05What exactly is the engineered fix?
It is chosen after mapping, not before. It is the one automation, process, or data improvement that removes the most friction — for many firms that is a single missing-item board with owners, automated reminders, and deadline-risk flags.
11Apply
Get your no-cost Reactor Report.
Tell us about your firm and where tax season gets stuck. We are selecting only 3 founding firms. A few minutes to start. Practical questions. No pitch if there is no clear fit.
Report request form — CB-1