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The front office for professional firms

Your team should spend its time on the work clients pay for. We run everything around it.

Deep Lake takes document chasing, reminders, booking, intake and invoice follow-up off your staff. Software does the routine. Your people handle the exceptions.

Book a 20-minute walkthrough See Tax Season Document Chase →

Built for CPA, HR/finance, and family-owned manufacturers. No new portal. Judgment stays with your team.

Who we help

Same idea for three kinds of firms: take the unpaid office work off the people who should be doing the work that pays.

CPA and accounting firms

Tax season shouldn’t mean half the day emailing clients for W-2s. We chase, remind and track. Your team prepares returns.

HR and finance firms

Your consultants and advisors sell judgment. We handle onboarding packets, document requests, check-ins, client reminders and invoice follow-up around it.

Family-owned businesses and manufacturers

Owners and ops leads shouldn’t spend the day chasing POs, vendor docs, customer paperwork, reminders and open invoices. We run that routine so the plant and the office keep moving.

What we take off the plate

The work that keeps showing up and never bills.

Document chaseA clear missing-items list for each client, with reminders that stop when it’s done.
Reminders & follow-upDeadlines and signatures, on your schedule, in your words.
Intake & schedulingNew requests captured, routed and booked without a pile of email.
Invoice follow-upPolite, consistent reminders on open invoices.
One status boardComplete, partial, or needs a call — at a glance.
Exceptions to a personAnything that needs judgment goes straight to your team.

How it works

From a short walkthrough to a routine that runs every week.

1

Walkthrough

We pick the first job to take off your team’s plate.

2

Setup

We connect to the portal, email and calendar you already use. No new software.

3

It runs

The routine runs on its own. Your team handles only what needs them.

4

We tune it

We adjust timing and wording as the season goes.

For CPA firms · 2027 tax season

Stop chasing clients for documents this tax season.

  • Missing-document lists by text and email
  • Reminders until each list is complete
  • Uploads go into your existing portal — we never store documents
  • One status board for every client
See Document Chase

Pricing is simple

One-time setup, plus a seasonal fee sized to your firm. We’ll quote it on the walkthrough.

No tax advice. Professional judgment stays with your team.

Three ways in

Start with the job that hurts most this quarter.

Tax Season Document Chase

For CPA firms that are done emailing the same W-2 request five times.

Open the CPA page →

For HR and finance firms

Give consultants their billable hours back — onboarding, packets, check-ins and invoice follow-up run without them.

See HR →

For manufacturers & family-owned

PO and vendor docs, customer paperwork, intake and invoice follow-up — so ops isn’t stuck in the inbox.

Book a walkthrough →

What’s one job your team does every week that a client isn’t paying for?

Let’s take it off their plate.

Book a 20-minute walkthrough

Deep Lake is part of a small family of companies: RBLocal (Found. Booked. Paid.) for home service businesses, and LittleGiant for trade shops.