The paper drop-off
Document collection portal
Clients log in, see exactly what they owe you, scan it with their phone, and watch the checklist tick off.
Collect · The biggest system we build. Expect the long end of 3 to 11 weeks, confirmed in the proposal.
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.
How it works
Step by step.
01
The client gets a link
By text or email, in your firm's name. No app to install.
02
They see what they owe you
A checklist for their return type: T4, T5, RRSP receipts, donation receipts, whatever applies.
03
They scan with their phone
The camera finds the edges, flattens the page, and files it under the right item.
04
Your team sees it tick off
Reminders go out until the checklist is complete. Staff only see what is still missing.
What you get
Included in the build.
- A checklist per return type, built from last year's file
- Phone scanning that finds edges and flattens pages
- Reminders by text and email on a schedule you set
- A front-desk scan path for clients who still bring paper
- The life change questionnaire built in
- A progress view for staff: who is complete, who is not
- An audit log of who opened which document and when
Works with
- CCH iFirm
- TaxCycle
- Karbon
- Microsoft 365
- Google Workspace
Your data on this system
This portal holds SINs, income slips and receipts. It is stored in Canada (Supabase, Canada Central), encrypted at rest and in transit, with processing pinned to Montreal and an audit log of every document opened.
Typical timeline
The biggest system we build. Expect the long end of 3 to 11 weeks, confirmed in the proposal.
FAQ
Document collection portal questions
Some won't, and that's fine. Paper and phone still work. Reminders go by text and email, and paper can be scanned at your front desk into the same checklist.
No. The portal sits beside your tax software and feeds it. Nothing is migrated.
Clients see only their own checklist. Staff see the firm view. Every document open is logged.
The firm you'd have if you could actually staff it.
30 to 45 minutes. You leave with a written breakdown either way.