Reshaping tax workflows,
one process at a time
Dynamic Automation leverages AI to create bespoke solutions for tax and accounting — built by practitioners, for practitioners.
Why we exist
The accounting industry is at an inflection point. The workforce is shrinking while compliance complexity keeps growing. Firms are stretched thin — doing more work with fewer people, relying on manual processes that haven't changed in decades.
It starts with a fresh approach to our processes. With the AI tide coming in, now is the time to evaluate where we can leverage it to reduce intensive, manual processes throughout the different niches and help reshape the industry to lean into automation, one process at a time.
That's the vision behind Dynamic Automation. We're not building generic software and hoping it fits. We're identifying specific, high-friction workflows and building focused tools that actually solve them — starting with K-1 processing for fund-of-funds tax compliance.
"The future of tax and accounting isn't about replacing professionals — it's about giving them better tools so they can focus on judgment, not data entry."
The numbers tell the story
The accounting profession's talent pipeline is narrowing. The data is clear.
Sources: AICPA Trends in the Supply of Accounting Graduates and the Demand for Public Accounting Recruits (2024), Journal of Accountancy, CPA Trendlines
Built from experience
Dynamic Automation was founded by a tax professional trained at one of the Big 4 accounting firms. After years of seeing talented professionals spend hundreds of hours on manual data entry during tax season, the question became unavoidable: why are we still doing this by hand?
The answer isn't more headcount — it's better tools. K1Manager was built to solve a specific pain point that every fund-of-funds tax team knows well: the tedious, error-prone process of extracting K-1 data from PDFs and aggregating it into workpapers.
Interested in what we're building?
Whether you're looking to automate your K-1 workflow or want to explore how AI can transform your tax processes, we'd love to hear from you.
Get in Touch