The receipt problem, described.
Your client has 11 months of mixed receipts across three email accounts, a folder on their desktop, and photos in their camera roll. In January they send you everything in one panicked batch. You spend two hours sorting it. Then they text you asking if you got the thing they forwarded last week. You did not get the thing they forwarded last week.
One place for every document
Clients upload receipts, bank statements, invoices, and contracts directly to their desk. You see everything organised in one place. No more forwarded attachments, no more "did you get my email?"
Year-end questionnaire, done properly
Build a form once — home office expense questions, spouse's income, RRSP contributions. Clients fill it out in the app. You get structured answers, not a text message at 11pm.
Tell clients exactly what you need
Create a document checklist per client. They tick items off as they upload. You see progress in real time. No more chasing — they know what's still outstanding.
Keep clients in the loop
Post updates as their return progresses. "Documents received. Starting review." "Filed — confirmation number attached." Clients see it in their desk, not buried in an email thread.
"I used to dread January. Now I send clients their desk link in November and they're actually prepared by the time we need to file."
— Sole-practitioner accountant, 40 clients