For accounting and bookkeeping firms
AI automation for accounting firms.
An accounting firm sells judgment, then spends busy season chasing T4s, keying receipts, and re-sending the same engagement letter. Every new client adds a week of admin before the billable work starts. We build systems that do the collecting, sorting, and chasing, so your staff spend February to April on the work clients actually pay for.
Where a firm's capacity disappears.
Document requests sent, re-sent, and tracked in a spreadsheet. Slips, statements, and receipts keyed in by hand, then keyed again into the tax software. Onboarding that means engagement letters, CRA authorizations, and software invites, all coordinated by email. Seasoned staff doing data entry in the busiest weeks of the year, and partners reviewing work that arrived late.
What a custom system does instead.
Each client gets a checklist built from last year's file, with reminders that keep going until everything arrives, and your team sees who is missing what at a glance. Documents get read, sorted, and staged for entry, with anything unusual flagged for a person. New clients move through engagement, authorization, and setup in one tracked flow instead of a dozen emails.
Professional standards stay in charge.
CPA BC sets the standards your firm works to, and CRA deadlines do not move. The system prepares and stages; a qualified person reviews and signs. Client data stays in tools you control, and every automated step is logged, so the working papers are more complete than the ones built by hand, not less.
Common questions.
Our clients are terrible at sending documents. Can a system fix that?
It cannot change your clients, but it can make sending things easy and keep asking politely so your staff do not have to. Most of the chasing time disappears even when clients stay slow.
We already use practice management and tax software.
Keep them. We build the connective work between your portal, your inbox, your bookkeeping software, and your tax software, which is where most of the hand work lives.
Should we start before or after busy season?
Before is better, so the first system carries load in the crunch. The 90-day guarantee window is planned around when your season actually starts.
What if it does not work?
The guarantee is simple: we add one full-time role of capacity within 90 days, or we keep working until we do.
Accounting firms by city.
The next step
Find out what this looks like in your business.
One call. We talk through the operation and tell you honestly whether there is enough money on the table to be worth it. Read about how we work or see where we work, including Delta, Port Coquitlam and Port Moody.