No email required. No "download the full report" lead wall. The math is shown inline, the assumptions are printed underneath, and every one of them is yours to adjust.
All math is shown below the results. Adjust any assumption and the numbers update as you type.
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Entirely optional — the figures above are yours either way, and nothing here is hidden behind an address. Give us one and we will send this result so you can put it in front of a partner without rebuilding it.
We would rather show you a smaller honest number than a larger one you stop believing the moment you check it.
A client portal plus automated escalating reminders that stop the moment the client uploads what was asked for removes most — not all — of the follow-up. We assume a 60% reduction in the hours your firm spends chasing documents.
chase hours/week × 52 × 60% × loaded $/hr
Conservative. Firms with the worst current process usually beat it; firms already running a portal will see less, because they have already captured part of this.
AI extraction, four-tier categorization and automatic reconciliation replace keying with reviewing. We assume a converted statement still takes 10 minutes of staff review — because it does, and because a tool that claims zero review time is a tool you should not trust with a client's books.
statements/mo × 12 × (manual minutes − 10) ÷ 60 × loaded $/hr
Floors at zero: if you already convert a statement in under 10 minutes, this line contributes nothing rather than going negative.
Upload a completed intake form and the new-client record opens pre-filled from it, with a person confirming before anything is written. We assume 25 minutes saved per new client against typing the same form into a system by hand.
new clients/yr × 25 ÷ 60 × loaded $/hr
Separate from line 1, and worth being precise about why. Line 1 is outbound — your firm pursuing documents that have not arrived. This line is inbound — clients contacting you to ask whether something was received, when a deadline falls, or for another copy of last year's return. A portal with a needs-attention dashboard and tracked document requests answers most of those without a staff member touching it.
We assume 3 inbound questions per client per year, 6 minutes each including the interruption, and that the portal deflects half of them.
active clients × 3 × 6 ÷ 60 × 50% × loaded $/hr
The most conservative line on this page — it works out to roughly $10 per client per year at a $65 rate. Firms coming off email rather than an existing portal will see considerably more.
Whatever you told us you spend monthly on the tools Kveldo replaces, taken at face value and annualized. This is the only line here that is not an estimate.
monthly software spend × 12
The smallest band that fits your staff count, at the published month-to-month rate. No annual-prepay discount is assumed — Kveldo does not require an annual commitment, and pretending otherwise would flatter the payback number by a sixth.
Prices are flat per firm rather than per seat, so the cost line above does not move when you change the staff count inside a band — which is the point of the model, and is why the payback improves as a firm grows toward the top of its band.
No value is claimed for deadlines you stop missing, penalties you avoid, clients you retain because the portal is finally good, or staff you do not have to replace. Those are real and they are usually the largest numbers — they are also the ones nobody can model honestly, so they are not in the total above.
Numbers look wrong for your situation? Tell us — we will model it against your actual client list and statement volume.
Free for 14 days, no credit card. Convert a real statement in your first hour.