Work stalls waiting on clients
Returns, renewals and bookkeeping sit half-done while someone emails, calls and emails again for the same three documents.
FOR ACCOUNTING FIRMS & INSURANCE AGENCIES
Stop chasing clients for documents.
Missing documents, extension dates, renewals and certificate requests, all in one place. We build custom software that works alongside the tax, accounting or agency management system you already use, so your team spends its time on clients instead of follow-up.
Founder-led software team based in Atlanta, working with companies nationwide.
WHERE TIME GOES
The work is advice. The follow-up shouldn't eat the week.
Deadlines live in someone's spreadsheet
Due dates, extension dates and renewal dates are tracked by hand, and the full picture lives in one person's head.
Requests pile up in the inbox
Certificate requests, engagement letters and invoices wait in a shared inbox until someone has a free hour.
WHAT WE BUILD
Software designed around how your team works.
Not another subscription you bend your firm around. We start with the workflow that costs you the most time and expand from there, working alongside the systems you already use.
- Client document checklists with secure upload links and automatic reminders
- Work-in-progress board by stage, preparer, due date and extension date
- Renewal pipeline that starts every renewal 60 days out, with 30- and 15-day check-ins
- Certificate of insurance request queue, with special wording flagged for a licensed person to check
- Engagement letters for e-signature, invoices with payment links and past-due follow-up
- Commission statement reconciliation for agencies
- Referral requests, year-round check-ins and coverage reviews that run on their own
- Getting found when people ask AI assistants for an accountant or insurance agent nearby
Click through a working sample system →
Law firm or other professional office? See software for professional services firms.
| Client | Work | Due | Owner | Status |
|---|---|---|---|---|
| Sample Bakery LLC | Business return | Dec 15 (ext.) | Preparer A | Docs missing |
| Sample Family | Year-end planning | Nov 20 | Preparer B | In review |
| Sample Roofing Co. | GL and auto renewal | 30 days | Agent C | Quoting |
| Sample Clinic | Certificate request | Today | CSR D | Ready to issue |
HOW A PROJECT WORKS
From first call to working software.
01
Discovery
Map your people, data, tools and bottlenecks.
02
Design
Define screens, workflows, permissions and integrations.
03
Build in stages
Test against your real jobs and refine with your team.
04
Launch and grow
Train, support and expand as your operation grows.
FREE 30-MINUTE CALL
Tell us what your team is doing the hard way.
Pick an open time and you're booked. We call you.
What you get from the call
- A conversation about how your team works today and where time is lost
- A short written summary afterward: what we heard and what fixing it could look like
- A straight answer on whether custom software is worth it for you, even if the answer is no
What it isn't
No pitch deck, no pressure, no obligation. You don't need to prepare anything.
You'll talk with Alex Alexander, founder
Alex has spent more than a decade building software and leading the teams that deliver it: as a software engineer and database developer on federal agency projects, a project manager at Netflix, and an AI and automation lead. Alex leads every StrideFrame engagement personally, from the first call through launch.
SEE IT WORKING
See it for yourself: click through a working sample system built for accounting firms and insurance agencies. All names and data are made up.
Open the accounting & insurance demo →QUESTIONS
Common questions
Do we have to replace our tax, accounting or agency management software?
No. Returns, ledgers and policies can stay where they are. We usually build around your core system and handle what it doesn't: document collection, deadline tracking, renewals, requests and follow-up. We will tell you on the call if replacing one piece makes more sense.
Is our client data secure?
We design role-based access and permissions from the start, use secure upload links instead of email attachments, and never ask for passwords or client records during sales conversations.
What does a project cost?
Most companies start with a $3,500 workflow audit (credited toward the build), then fix one workflow, typically $25K to $50K. Connected platforms run $50K to $100K. A useful comparison is the hours your office spends each week re-typing, chasing and searching; we can work through that estimate together on the call. Scope and price are confirmed after discovery.
How long does it take?
Most focused projects take about 6 to 8 weeks. We build in stages, so your team sees and tests working software along the way, and we confirm the timeline after the discovery call.
Who owns the software?
You do. When the project is done, you own the code and the system we build for you.
What happens after launch?
Every project includes 90 days of fixes at no charge. After that, you can choose a monthly care plan, starting at $600 a month, covering hosting, monitoring, updates, fixes and small changes. Or get help as needed at $150 an hour. Bigger additions are scoped as their own small projects.
What happens on the call?
A free 30-minute phone call about how your team works today and where it gets stuck. Afterward we send you a short written summary of what we heard and what fixing it could look like, whether or not we work together. If custom software isn't the right fit, we'll say so.