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Busy season,without the chasing.

We build the systems that collect the documents, answer the phone and file the PDFs, around the software your firm already uses.

Book a free workflow auditSee how it works
  • Works with what you already use
  • Your accounts, your data
  • Built in Toronto

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Example of a busy season document tracker. A table lists clients and the documents they owe, with statuses of received, waiting and reminded. Documents arrive on their own, reminders go out automatically, and a live percentage of documents received climbs. Tabs show clients with progress bars and completed returns ready for pickup.

Busy season. Document requests

T1 season. Live

33%

documents in

Next reminder

Tomorrow, 9:00 am

4 clients. Automatic

  • Harbourview DentalT4 summaryReceived
  • M. OkaforT5 slipsWaiting
  • Lakeshore PlumbingBank statementsReminded
  • P. and J. TremblayDonation receiptsWaiting

Works with

  • QuickBooks Online
  • QuickBooks Desktop
  • Xero
  • CCH iFirm
  • TaxCycle
  • Karbon
  • Microsoft 365
  • Google Workspace
  • Stripe
  • Local file server

You know this week

You're not short on employees. You're short on time.

  1. Monday

    A client emails a T5. Their return was started three weeks ago.

    6 hours so far. Illustrative.

  2. Tuesday

    The phone rings all morning. Most callers want to know where their return is.

    14 hours so far. Illustrative.

  3. Wednesday

    Someone on your team phones a client to ask if they sold a house this year.

    21 hours so far. Illustrative.

  4. Thursday

    A preparer spends forty minutes finding a slip that was emailed in March.

    31 hours so far. Illustrative.

  5. Friday

    One person spends the whole day calling clients to say their return is ready.

    44 hours so far. Illustrative.

None of this needs a person.

Capacity

How many more returns could you take?

Conservative assumption

Extra returns you could take

375

Each block is 10 returns.

Hours back per season
563
Revenue capacity
$56,250

Estimate based on the numbers above. The audit replaces these with your real numbers.

Get your real numbers

What we build

Every firm has a different bottleneck. These are the ones we fix most.

Document collection portal

Clients log in, see exactly what they owe you, scan it with their phone, and watch the checklist tick off.

How it works

A phone screen shows a client's 2025 checklist with three of seven documents received. The client taps donation receipts, scans the receipt with the camera, the page is straightened and saved, and the checklist ticks to four of seven.

Document collection portal

All twelve systems

Your files

Your drive now. Your drive after.

Drag the handle, or use the arrow keys.

The free audit

How it works.

  1. Short form

    Five minutes. Firm size, clients, tools, and where it hurts.

  2. Discovery call

    30 to 45 minutes. We walk through where your time goes and you rate what matters.

  3. We do the research

    We check your software's APIs, the privacy rules for your province, and what it will cost to run.

  4. Plan meeting

    A written proposal with a fixed price, the tech stack, a timeline, and a compliance breakdown. You decide on the call.

  5. Build and run it

    We build on fake data, you test it, then it goes live. Most firms keep us on monthly to run, fix and improve it.

Even if you never build anything with us, you keep the written breakdown of where your firm is losing time.

Ownership

Your data stays yours. Written into the contract.

  • Every account opened in your firm's name, on your firm's card
  • Built and tested on fake data first
  • Client documents stored in Canada, encrypted
  • The source code is yours, and never resold to another firm
  • Take it fully in house whenever you ask

Your firm

Accounts. Code. Data.

  • We run it

    What most firms choose

    Monthly. We monitor, fix and improve it as your firm changes.

  • You take it over

    Any time you ask

    You reset every password, we remove our access and confirm it in writing.

Whoever runs it, the accounts and the code are in your firm's name from day one.

What about the law?

PIPEDA is the federal privacy law for private sector firms. It applies in provinces without their own private sector law, including Ontario. We build to meet it: collect only what the workflow needs, use it only for that purpose, protect it in transit and at rest. We recommend your counsel confirms this for your firm.

Alberta and British Columbia have their own private sector laws. Sending data to a service provider for processing counts as a use, not a disclosure. Alberta also requires firms to tell clients if a service provider is outside Canada, which is one reason we keep processing in Canada. We recommend your counsel confirms this for your firm.

Quebec's Law 25 sets its own rules on consent, privacy officers and assessments before personal information leaves the province. Systems for Quebec firms are scoped with that in mind. We recommend your counsel confirms this for your firm.

Section 230 is about where books and records are kept. It is a storage question, not a processing question. Client documents in our builds are stored in Canada. We recommend your counsel confirms this for your firm.

Recording a call requires notice, a stated purpose and consent. Our phone systems play a consent announcement before recording starts and log consent against each recording. We recommend your counsel confirms the wording for your province.

The full Security page

How pricing works

One fixed price. Most of it after it works.

  • Fixed price, quoted after the audit.

    Scoped for your firm, not a plan off a shelf.

  • 15% to start. The rest when it works.

    The balance is due at handover, after you have tested it.

  • One invoice a year to run it, or pay the providers directly with no markup.

    Supabase, Vercel, Telnyx and the rest, at their own rates.

If something breaks because of how we built it, we fix it free.

When you pay

  1. Accounts opened
  2. Core working
  3. Documents
  4. Integrations
  5. Handover
15% · Signing85% · Handover, after you've tested it

The firm you'd have if you could actually staff it.

Book a free workflow audit

30 to 45 minutes. You leave with a written breakdown either way.

FAQ

Questions owners ask us

No. We build around what you use. Where a client portal is needed, it sits alongside your tools and nothing is migrated.

We build the parts they don't do and connect them to what you have.

You do. The accounts, the code, and the data.

It keeps running on your accounts. The source code is yours and any developer can take it over.

In Canada, encrypted. Details on the Security page.

Security

Some won't, and that's fine. Paper and phone still work. Reminders go by text and email, pickup calls go automatically, and paper can be scanned at your front desk into the same system.

Most systems take 3 to 11 weeks.

A fixed price after the audit, based on what we build. You pay 15% to start and the rest when it works.

No. Anything that needs judgment is drafted for a person on your team to approve.

So have many of the firms we talk to. You see it working on fake data before real data goes in, and 85% isn't due until you've tested it.