Industry category
Systems and automation for Accounting, Finance & Insurance
Financial clients move in seasons. Tax deadlines, renewals and annual reviews bring a rush of questions, documents and appointments, followed by long quiet stretches.
Firms lose clients when documents are requested over and over, when renewal reminders go out late, and when quiet months pass with no contact at all.
LATTICE organizes document requests, reminders and check-ins so clients feel looked after all year, not just when something is due.
Industries in Accounting, Finance & Insurance
- Accounting FirmsLATTICE builds CRM, client onboarding, document collection, portals, websites and automation for accounting firms, CPAs, tax preparers and bookkeepers.
- BookkeepersA centralized command center for your client lifecycle and documentation.
- Tax PreparersA central hub for organizers, signatures, and client communication.
- Payroll CompaniesThe command center for your firm, from client onboarding to tax compliance.
- Financial AdvisorsCentralize your advisory practice with custom CRM and automated client portals.
- Wealth Management FirmsA unified command center for your firm, from discovery to portfolio review.
- Insurance AgenciesOne central platform for policyholder communication and renewal management.
- Mortgage BrokersA centralized hub for borrower communications, document tracking, and partner relations.
- Tax Resolution FirmsAutomate the path from initial consultation to the final release of tax liens.
- Credit Repair CompaniesAutomate your dispute cycles and client communication on a single dashboard.
- Business LendersCentralized systems for origination, underwriting, and portfolio management.
- Credit UnionsA unified platform to manage member inquiries and loan pipelines.
- Fractional CFOsA unified platform for managing advisory engagements and financial data collection.