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Accounting, bookkeeping and tax prep

Stop chasing slips. Start doing the actual work.

An AI agent for accountants and bookkeepers chases client documents, answers "is my return done?" questions, sends deadline reminders and sorts your inbox. It gives no tax advice. From CA$159 a month.

87% of accountants surveyed cite client delays as a problem. Source: Suralink, via NJCPA (2025)

Sound familiar?

What accountants tell us, and what takes it off your plate.

The problemHalf of tax season is chasing slips.You can't start until the file is complete.
The fixDocument request and chaseAsks for what's missing and reminds until it arrives, through a secure upload link.
from CA$159/month
The problemThe same "is my return done?" calls.Every call breaks your focus.
The fixText and email reply agentAnswers status questions from your tracker, any time.
from CA$199/month
The problemMy inbox is a disaster.Important client mail gets buried.
The fixEmail inbox triageSorts, flags urgent mail and drafts replies for you to send.
from CA$199/month
The problemClients forget deadlines.Late filings and rushed weekends.
The fixDeadline remindersClear reminders before every filing date.
from CA$159/month

Got a different problem, or a different business?

Tell us in your own words. You'll see right away if an agent can handle it and what it costs.

Tell us your problem Call (365) 376-9333

Questions

Can an AI collect documents from my clients?

Yes. It sends a secure upload link, checks what's missing and reminds clients until the file is complete. It never asks for SIN or SSN numbers by text or phone.

Does it give tax advice?

No. Anything that needs advice goes to you.

How much does it cost?

From CA$159 a month per agent, plus a one-time setup from CA$199.

Last updated: October 19, 2026