templafy for accounting consultants
Unlock the power of document automation for accounting firms
How much time is your team losing on repetitive, non-billable document tasks? Automating proposals isn’t just about speed—it’s about reclaiming time for high-value work.
Find out how accounting consultants are saving time and boosting productivity with AI-powered document automation in our latest guide.
Eyes on deals, not documents
Accurate and compliant documents—30% faster
With Templafy
Win more with automation
Eliminate manual, repetitive document work and free up time for value-driven tasks.
“We’re getting strong usage from the team because Templafy has helped us reduce our proposal creation from 4 hours down to 20 minutes!”
Justin O’Meara
Unified Communications Consultant, IComm
With Templafy
Deliver accuracy, every time
Ensure every document contains up-to-date content and client data with centralized content management.
“On a brand level, we definitely come across as being more professional. With Templafy, it is easier to produce on-brand content than to go off-brand.”
Sille Stener
CMO, SDC
With Templafy
Stay secure and compliant
Automate your document generation workflow to ensure full compliance with industry standards and regulations.
“We’re never asked to report ROI on Templafy because it’s far too obvious how essential of an investment it is for our team – and I don’t expect that request to ever really come through.”
Sebastien Dubrelle
CIO, Moore
50%
of knowledge worker’s time on average is spent creating and preparing documents*
*Source: The ECM Consultant
2.5 hours
of the knowledge worker’s day is spent searching for correct content
*Source: International Data Corporation
3–4 hours
per employee per week can be saved on document automation
*Source: Forrester Total Economic Impact™ 2019
CENTRALIZED CONTENT
All your digital assets in one place
Access your organization’s latest marketing assets and time-saver slides without switching apps, and then personalize them with AI-supported writing.
“Templafy ensures our professionals have access to the right content at the right time, so they can spend more time on true finance work.”
Petra Cisneros
Mergers & Acquisitions Associate, Aquin
AUTOMATED brand adoption
Customizable, brand-approved templates
Flexible templates for every document type that automatically keep everyone brand compliant
“All employees have access to updated and correct content, and we are able to ensure that all disclaimers and general terms are up to date. This saves us a lot of time.”
Ove Forseth
Brand Manager, BDO Norway
Manual document work is so last (tax) season
Save time building and perfecting accounting documents, and spend it where it has the most value.
on-demand webinar
How BDO Canada is defining the future of accounting
Find out how automation is helping BDO Canada improve its client experience and generate better results.
“At BDO, our focus is on delivering tangible results in a seamless and efficient way. The quality and consistency of the documents we deliver to our clients is non-negotiable. Using Templafy to streamline that process assures quality and allows our team to spend more time building client relationships.”
Brion Hendry
Partner and Assurance Innovation Leader
The role of document automation in accounting
Here’s what else you need to know about Templafy and its impact on accounting.
