Ordixa automatically collects, reviews, and follows up on client documents — entirely through email — so your firm can focus on real work, not reminders.
The Process
Four steps from request to complete file — all automated, all through email your clients already use.
Clients send documents exactly how they already do — by email. No new logins, no portals, no friction.
Each document is reviewed and checked against your requirements. Missing items are flagged instantly.
Clear, professional reminders go out automatically — on your schedule, in your firm's voice.
You receive clean, organized, ready-to-use client files. No chasing, no missed items.
Plans
Priced by active clients — not seats. No hidden fees.
Solo
Up to 15 active clients. Ideal for solo practitioners.
Growth
Up to 50 active clients. Best for growing firms.
Peak
Up to 100 active clients. Designed for peak volume.
Security
Ordixa is designed to minimize risk — not introduce it.
By operating through email, Ordixa eliminates the security risks that come with client-facing portals and login credentials.
Ordixa requests only the permissions it needs. Your firm's data stays under your control — we never store documents long-term.
Every request, submission, and follow-up is logged. You always know the status of every document, for every client.
No need to migrate data or change your workflow. Ordixa integrates with the email and storage tools your firm already uses.
Questions
Our Story
Accounting firms do extraordinary work — but too much of their time gets consumed by the mundane task of chasing documents. Repeat emails, awkward follow-up calls, incomplete files at deadline — it's friction that shouldn't exist.
Ordixa was built to eliminate that friction without disrupting the way firms or clients already work. No portals. No retraining. No new systems to learn. Just fewer reminders to send, and more time for the work that actually matters.
We designed Ordixa around how accounting firms actually operate — not how software vendors wish they did.
Email is the universal client communication channel. Ordixa meets clients where they already are.
The best automation is invisible. Ordixa works in the background so neither you nor your clients notice the machinery.
Get in Touch
Have a question or want to learn if Ordixa is a fit for your firm? Send us a message and we'll follow up within one business day.
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