Paid for means yours
Once it's paid for, the code is yours, documented and handed over. No lock-in.
Tax-season intake that runs before the rush.
Get tax season intake running before the rush. We automate organizers, questionnaires, and document checklists, so you have what you need before tax season gets busy. Reminders continue until each client's checklist is complete, and your team sees which files are ready to prepare.
Before and after
Sound familiar?
This is what the work usually looks like before it's automated. Flip the switch to see what changes.
Your team's week
3 tasks done by handRunning on its own- Sending organizers and questionnaires to every client by handDone by hand, every weekOrganizers go out on timeManualAutomated
- Working out who has and hasn't returned everythingDone by hand, every weekAnswers shape the checklistManualAutomated
- Sorting slips and receipts as they trickle inDone by hand, every weekReminders until completeManualAutomated
How we automate it
Built on the tools you already use.
Four steps that run on their own once we set them up. Your team stays in charge of review.
- Tracker
- Shared folder
- Client listTracker
Organizers go out on time
Each client gets the right questionnaire and checklist on the date you choose.
- Organizer sentEmail
Answers shape the checklist
Responses decide which slips and documents we ask for.
- Slips receivedShared folder
Reminders until complete
Follow-ups continue until each client's checklist is done.
- Ready to prepareTracker
One list of who's ready
Your team sees which files are complete and which are waiting.
Ownership and data
The fine print, in large print.
The questions partners ask before anything else, answered up front.
Self-hosting in Canada
Want more control over your data? We can self-host your automations on AWS servers in Canada.
Your books stay put
We work on top of QuickBooks Online or Xero. Nothing to migrate.
Common questions
When should we set this up?
Ideally a few months before tax season, so we can test it and have it ready when organizers need to go out. A first workflow takes one to a few weeks, depending on scope, and testing with a few friendly clients takes extra time. Starting in the fall leaves room for both.
Does it work for personal and business clients?
Yes. We can set up different questionnaires and checklists for each, so personal clients get asked for their slips and receipts while business clients get a list that matches their return. Each client gets the right request on the date you choose, with reminders until it comes back complete.
What about clients who send everything at the last minute?
Automation won't change a client's habits, but it asks them early and reminds them on schedule. Follow-ups continue until each client's checklist is done. Your team sees who's still missing documents in one up-to-date list, so you know who needs a phone call.
Free · 30 minutes · No obligation
Find out where the hours go.
Book a free 30-minute time audit. Ekamjot will walk through your week with you and point out what could run on its own.