Automate with Cass

Automate with Cass Automating tax season one document at a time. Tools for EAs, CPAs & tax pros who are done chasing clients for paperwork. Collect. Organize. Track. Stress less.

Built for real life. Designed to save your sanity. I build systems that save people from burnout. For 25+ years, I watched tax professionals, entrepreneurs, and small business owners drown in paperwork, bad workflows, and “figure it out yourself” chaos. So I started creating the tools I wished existed — automation, digital products, and businesses that actually make life easier. I’m the founder of

Automate with Cass, the #1 automated workflow platform built for tax pros. It takes the mess out of tax season by collecting documents, organizing them with AI, and giving clients their own clean, simple portal. No chasing. No confusion. No burnout. I also run Urban Candles LLC, a product line that started in my kitchen and grew into a full brand. Add in digital products, courses, eBooks, and a growing children’s media project — and yes, I stay busy. But the common thread across everything I build is simple:

Make it easier. Make it smarter. Make it scalable. My work is for people who want to grow, automate, and stop wasting time on tasks software can handle. I’m passionate about:
• Tax automation
• Entrepreneurship
• Digital products
• Scalable systems
• Helping people win without burning out

If you’re looking for smarter ways to run your business — or you’re tired of drowning in documents — connect with me. I build solutions that actually work.

Address

589 Campbell Avenue Suite 553
West Haven, CT
06516

Alerts

Be the first to know and let us send you an email when Automate with Cass posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Automate with Cass:

Share