We help CPA firms and professional service firms automate client workflows — without compromising data privacy, confidentiality, or compliance.
Compliance-first systems built for firms that handle sensitive client data
Automated client intake, KYC, and document collection — with encrypted vaults, role-based access, and full audit trails. Onboard new clients in days, not weeks.
End-to-end automation for tax season: secure document requests, automated reminders, deadline tracking, and integrations with QuickBooks, Drake, ProSeries, Lacerte, and Karbon.
AI-powered client communications, follow-ups, and CRM workflows built on self-hosted n8n or Make.com — so your client data never leaves environments you control.
We don’t audit your security — we build automations that respect it. Every workflow we deploy is designed around the standards US accounting firms are held to, from day one.
Workflows, integrations, and data flows designed around SOC 2 Trust Services Criteria — security, confidentiality, and availability built in from day one.
Data encrypted in transit and at rest. Role-based access, least-privilege credentials, and full audit logs on every automation step.
We design data-handling flows aligned with AICPA professional standards and IRS Pub. 4557 safeguards for taxpayer data — so your firm stays audit-ready.
For firms with international clients or California residents, every workflow is built privacy-first: minimized data, clear retention, consent-aware processing.
From discovery to deployed automation in 4 steps
We map your current workflows, the data they touch, and the compliance constraints you operate under — SOC 2, AICPA, IRS, GDPR, CCPA — so the automations we build fit cleanly into your firm.
You receive a detailed automation roadmap with data-flow diagrams, access-control plan, hosting choices (self-hosted vs. cloud), timeline, and expected ROI.
We build your automations on n8n or Make.com, with test environments, encrypted credentials, audit logs, and full documentation your firm can hand to an auditor.
Go live with monitoring, alerts on failed runs, and ongoing optimization — plus quarterly reviews to keep your stack aligned with evolving compliance needs.
Real systems handling real client data — securely, at scale
€900M+ AUM Securely Managed
Built a scalable mobile platform handling sensitive client wealth data for a firm managing €900M+ in assets, with bank-grade encryption, strict access controls, and audit trails on every transaction.
€2M+ Compliant Transaction Volume
Developed a compliant payment platform processing €2M+ in transactions with real-time security monitoring, automated compliance workflows, and end-to-end audit logging.
85% Workload Reduction, Zero Data Leaks
Automated client booking, intake, and CRM workflows for a service firm using AI voice agents and HubSpot — cutting manual workload 85% while maintaining full audit trails for compliance.
Advisory on Secure Workflow Automation
Advised an accounting firm in Canada on automating client workflows while preserving confidentiality of sensitive financial data — mapping data flows, recommending tooling, and designing access-control patterns that fit a regulated practice.
The automation partner that takes data privacy as seriously as you do
Deploy automation in weeks, not months — with documentation your auditor can read on day one.
€900M+ AUM handled, €2M+ transactions processed, 85% workload reduction, and advisory work for a Canadian accounting firm — all under strict confidentiality and security constraints.
We don’t just build and disappear. Quarterly reviews, monitoring, and ongoing optimization keep your stack secure as it evolves.
QuickBooks, Karbon, Drake, ProSeries, Lacerte, HubSpot, Microsoft 365 — we integrate with the tools your firm already trusts.
What partners and firm owners ask before getting started
Yes. We default to self-hosted n8n or private Make.com workspaces, with encryption in transit and at rest, role-based access, and audit logs on every step. Your client data never leaves environments you control.
Every workflow is designed around SOC 2 Trust Services Criteria, AICPA professional standards, and IRS Pub. 4557 safeguards for taxpayer data. We deliver data-flow diagrams and documentation an auditor can review.
Yes. We integrate with QuickBooks, Karbon, Drake, ProSeries, Lacerte, HubSpot, Microsoft 365, Google Workspace, and any tool with an API. If it has an API, we can automate it securely.
Most firms see their first production automation live within 2–3 weeks. We deliver quick wins first (intake, reminders, document collection), then expand into deeper workflow automation.
You’ll have full audit logs, documented data flows, retention policies, and access controls — everything you need to demonstrate due care over client data.
Every project includes testing phases, training, and ongoing support. If you’re not satisfied, we’ll refine the solution until it meets your firm’s standards — at no extra cost.
What our clients say about working with QoreFlow
"Very great responsiveness from Elie, he understood the stakes very well, ultra efficient. See you very soon for a next project. Thank you."
"A very good collaboration with Elie who was able to quickly dive into the code of an existing mobile application and bring the desired corrections and modifications. Respect for deadlines, professional communication and very good exchanges with the rest of the team. I recommend."
"Elie was a real asset for our company. His skills, his autonomy, and his taking of initiative were essential to successfully complete our project. Elie knew how to bring great value to our team. I highly recommend him as a developer."
Let’s discuss how compliance-first automation can free up your team’s time without putting client data at risk.