One engagement. One place to move it forward.
Coalesc starts by getting the file complete, structured and work-ready. The product direction is to keep evidence, exceptions, decisions and the next action around the same engagement through completion.
Live today
Start with the work that slows every file down.
Before an accountant can move forward, someone has to receive, understand, complete and structure what the client sends. Coalesc already automates much of that loop.
Receive
Email, PDFs, scans and photos are matched to the right client and engagement.
Understand
Documents are split, classified and checked in context.
Complete
Missing items stay visible and follow-up can continue until they arrive.
Structure
Bank statements become usable data for the firm’s existing systems.
The engagement is the unit
The file should not become a mystery again after every email.
Coalesc keeps what arrived, what is missing, what is blocking progress, who needs to act and what comes next around the same engagement.
Example engagement state
File in preparation
Evidence
Received items tied to the engagement
Blockers
2 items are still waiting on the client
Owner
The team can see who needs to act
Next action
Follow up for the missing items
What stays together
Context does not disappear between steps.
Product direction
AI prepares. Accountants decide.
As Coalesc moves further into the engagement, automation should absorb repetition without hiding evidence or removing human judgment.
AI prepares
Accountants decide
Coalesc keeps it moving
Architecture
Work around specialized systems, not against them.
Taxprep, DT Max, CaseWare, QuickBooks, Sage and Excel keep their specialized jobs. Coalesc is meant to keep the engagement coherent around them.
Collect
Complete
Prepare
Review
Resolve
Approve
Complete
Bring one real engagement.
We’ll look at where the work stalls, what Coalesc can remove today and what should remain under human control.
Book a workflow review