Modern Software Solutions for Engagement Efficiency

Streamline your client engagements using AI and automation. Built exclusively for accounting and consulting firms.

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Our Products

Made for

Accounting Firms

Tax Consulting Firms

Facilitate best in class R&D tax credit studies with Kipsi

Our R&D tax credit solution streamlines every aspect of conducting a R&D tax credit study

Enhance the client experience with intuitive collaboration tools.

Reduce manual overhead using modern tools and automation to ease the burden on your teams

Greater visibility into all aspects of your workflows allow you to be proactive instead of reactive

Open Features

Close Features

Streamline Surveys

Collect information for tax studies from clients and track their progress in real time without hassle.

Provide a simple, step-by-step experience to help clients seamlessly complete surveys

Answer client questions or leave feedback directly inside Kipsi

Bar chart showing emails automated by Kipsi.

Automate Requests

Save time on gathering supporting documentation and client follow up

Send multiple requests for documentation to customers

Reduce manual overhead by automating client follow up emails and even choose different levels of follow up frequency for different requests

Automate Requests

Save time on gathering supporting documentation and client follow up

Send multiple requests for documentation to customers

Reduce manual overhead by automating client follow up emails and even choose different levels of follow up frequency for different requests

Amount of expenses qualified as R&D for the project

Allocate Expenses

Easily allocate expenses across various R&D projects

Allocate employee, supply & contractor expenses across qualifying R&D projects

Assign client contacts to provide allocation information and track their progress to completion

Summary of the number of engagements due this week.

Product demo: Chart showing engagements that are completed and in progress.

Manage Engagements

Manage all your ongoing engagements in one view and easily see which clients need immediate attention

Quickly identify which clients have outstanding items with our homepage dashboard

Assign team members to engagements with visibility into who is under or over staffed

Manage Engagements

Manage all your ongoing engagements in one view and easily see which clients need immediate attention

Quickly identify which clients have outstanding items with our homepage dashboard

Assign team members to engagements with visibility into who is under or over staffed

Made for

Accounting Firms

Consulting Firms

Client reading documentation request from accounting firm

Manage client requests & documentation in one place.

Our PBC (Provided By Client) tool provides a unified client experience while saving you valuable time

Improve your client's experience with their own portal for uploading documentation

Gain deeper visibility into your engagement progress with request status tracking

Reduce manual overhead by automating client follow up emails

Open Features

Close Features

Example of an email notification for assigned requests

Client Portal

Clients can securely upload documents in Kipsi and easily see what remaining requests are left to complete.

Reduce client confusion with detailed request descriptions

Notify clients when they are assigned a request

Request Management

Easily identify outstanding PBC items in Kipsi through robust status tracking.

Set deadlines to stay on schedule and communicate priority to the client

Approve submitted requests or reject them and automatically send them back to the client if information is missing

Request Management

Easily identify outstanding PBC items in Kipsi through robust status tracking.

Set deadlines to stay on schedule and communicate priority to the client

Approve submitted requests or reject them and automatically send them back to the client if information is missing

Email Automation

Save time following up on PBC requests with Kipsi’s automated emailing system.

Assign client contacts per PBC request to ensure only the correct people at the client are getting notified

Select email frequency per request to control how often individuals at each client are contacted

Made for

Accounting Firms

Consulting Firms

client filling out survey for R&D tax credit study

Streamline client questionnaires for efficient data collection

Kipsi Forms centrally manages and administers client facing surveys at scale while capturing the unique voice of every firm with our robust customization options

Efficiently manage engagements with real time status tracking on every questionnaire

Impress clients with an intuitive step-by-step design and modern collaboration features

Scale your practice with templates specialized for every service line and industry sector

Open Features

Close Features

The image that visualises how many open comments has questionnaire

Chart that shows the questionnaire progress

Questionnaire Management

Deliver engagements on time with detailed deadline and status tracking

Track questionnaire progress in real time and see your client’s responses as they fill out the form

Administer different kinds of questionnaires as part of the same engagement to gather all the information you need to do your work

Image of the questionnaire as seen by the client

Client Portal

Clients can fill out questionnaires and communicate with your firm directly in Kipsi

Clients can see all questionnaires assigned to them in one place and complete them with ease

If a client gets stuck, they can post a question and the firm can respond directly within the questionnaire the client is working on

Client Portal

Clients can fill out questionnaires and communicate with your firm directly in Kipsi

Clients can see all questionnaires assigned to them in one place and complete them with ease

If a client gets stuck, they can post a question and the firm can respond directly within the questionnaire the client is working on

Image of client portal with a questionnaire in progress

Customization & White Labeling

Provide next level client experiences with a software tool that looks and feels like it was built only for your firm

Customize every aspect of your questionnaire from content wording, example responses, section headers, number of questions per section and format of each question

Kipsi can add your firm’s logo on the client portal and every questionnaire for a truly branded experience

About Kipsi

Kipsi is a software platform designed specifically for accounting and tax consulting firms. Firms use Kipsi to manage client information requests and conduct comprehensive R&D tax credit studies with increased accuracy and faster turnaround time. We are former Big Four professionals and technology leaders passionate about creating software to make the lives of accountants easier.

Vision

To make modern technology tools accessible to professional services firms, regardless of location or size.

Testimonials

"The PBC tool is great because it allows us to provide clear examples to clients upfront, which helps ensure we get the information we need right away. Additionally, the automated follow-up emails are a huge time saver. They help keep clients on track and reduce the need for manual follow-ups on our end."

Clayton Vaughn

R&D Tax Lead, Finvisor

"Kipsi not only provides a user-friendly platform but also offers customization tailored to individual needs. From the PBC module, to Questionnaire templates, the ease at which a custom solution can be created is what made us choose Kipsi."
‍

Thomas Zavieh, CPA

Partner, Frazier & Deeter

"My favorite features are the templates and notifications. They are easy to set up and have the functionality our team needs. If we need to make a change in the middle of a client project, it is easy to do so. Keep doing what you're doing, Kipsi!"

Bonnie Hansen

Tax Manager, BPM

"The best thing about Kipsi is keeping all our documents, workpapers, questions and answers, and expenses all within one software. It organizes the process, from client documents to communication, and helps us complete projects from beginning to end."
‍

Sam Leon

Head of R&D Tax Credits & Incentives

"My favorite feature is the PBC functionality. It's really powerful. And it's secure and my clients love using it. I love it because (1) it saves me time, and (2) it allows us to be specific about what we need and provide action items for the client, so we get what we need even with a ton of different request items."

Matt Roberts

Founder, Roberts Tax Consulting

Clayton Vaughn

R&D Tax Lead, Finvisor

Thomas Zavieh, CPA

Partner, Frazier & Deeter

Bonnie Hansen

Tax Manager, BPM

Sam Leon

Head of R&D Tax Credits & Incentives

Matt Roberts

Founder, Roberts Tax Consulting

Bonnie Hansen

Tax Manager, BPM

Meet the Team

Claire Tsukuda

Co-Founder & CEO

Claire is the CEO and co-founder of Kipsi. She spent the majority of her career in product management at various B2B SaaS companies and developed a love for accounting software while working at BlackLine. Prior to that, Claire worked as an accountant at Deloitte and holds a Bachelors in Accounting from Loyola Marymount.

Xiaolong Jiang

Co-Founder & CTO

Xiaolong is the CTO and co-founder of Kipsi. Previously, he was the founding engineer at Kolena, a machine learning software company. Prior to Kolena, Xiaolong spent the majority of his career at Netflix and Apple working on large scale distributed backend systems. Xiaolong holds a Masters in Computer Science from Columbia University.

Alexander Chung

Founding Engineer

Alexander is a founding engineer and the first employee at Kipsi. His entire career has been exclusively at early stage startups because he enjoys fast paced environments where he can have a large impact on the business. Alex graduated from Hack Reactor and holds a Bachelors in Biomedical Engineering from USC.

Mathieu Dufour

Founding Engineer

Mathieu is a founding engineer at Kipsi. He brings extensive startup experience designing, developing, and maintaining user-focused software as a full-stack software engineer. In his free time, Mathieu enjoys solving rock climbing problems, building drones, and traveling the world. He holds a Bachelor's degree in Software Engineering and a Minor in Entrepreneurship from McGill University.

Ryan Vertelney

Customer Success Manager

Ryan is a Customer Success Manager and Kipsi's first Go-To-Market hire. He brings extensive startup experience, specifically within the fintech and tax industry. Ryan holds a Bachelor's degree in Business Administration with a Finance Emphasis from Chapman University.

Tamara Chigareva

Product designer

Tamara is a seasoned product designer with over five years of experience, specializing in SaaS products. With a keen eye for detail and a passion for user-centred design, she is committed to crafting intuitive and visually engaging experiences that empower users and drive business success. Dedicated to remaining at the forefront of industry trends, she consistently delivers cutting-edge solutions.

Careers

Kipsi is based in the Bay Area, but we are a remote-first company. Come join our growing team!

See all open positions

Customer Success Stories

10 types of companies that are a perfect fit for R&D Tax Credit

Maybe, you’re not sure if your company is a fit to the R&D Tax Credit. This is something really common. Not all the entrepenuers are aware of how to get the benefits of R&D Tax Credit...

10 common mistakes CTOs make when organizing their reports

Maybe, you’re not sure if your company is a fit to the R&D Tax Credit. This is something really common.

Get in Touch!

Interested in a demo, or just want to learn more? We look forward to hearing from you.

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Modern Software Solutions for Engagement Efficiency

Trusted by

Our Products

Facilitate best in class R&D tax credit studies with Kipsi

Streamline Surveys

Automate Requests

Automate Requests

Allocate Expenses

Manage Engagements

Manage Engagements

Streamline Surveys

Automate Requests

Allocate Expenses

Manage Engagements

Manage client requests & documentation in one place.

Client Portal

Request Management

Request Management

Email Automation

Client Portal

Request Management

Email Automation

Streamline client questionnaires for efficient data collection

Questionnaire Management

Client Portal

Client Portal

Customization & White Labeling

Questionnaire Management

Client Portal

Customization & White Labeling

About Kipsi

Vision

Testimonials

Meet the Team

Careers

Customer Success Stories

Recent Posts

Get in Touch!