Tax season without the chasing.

Chasing. A personal tax client sends three of five slips, then emails "did you get my T4?" twice. A corporate client's bookkeeper sends the bank statements for the wrong months. The engagement letter went out but never came back signed. Someone asks whether their return has been filed, and the person who knows is in a meeting. None of it is accounting; all of it lands on the people who should be doing accounting, in the eight weeks when the firm can least afford it.

From a checklist per client per engagement, built from last year's file and the services engaged. The first chase goes the day after the date you set, in your words, with the exact list of what is missing and a link to your portal. A second three days later. A third with the partner copied. Then a person, because the fourth request is a phone call. It stops the moment the checklist is complete, and the partner's morning page shows which clients are still short and by how many documents.

The ones on the CRA's calendar and your own. Personal returns due April 30, with June 15 for the self-employed and their spouses. Corporate returns six months after year end, with the balance due earlier. GST/HST returns on each client's filing frequency. Payroll remittances by the 15th for regular remitters. The list sits on one page with each client's engagement stage beside the date, so the partner sees what is at risk without opening a file.

For drafting a plain email, yes, with care. For client data, not in a consumer tool, because the data leaves your control. The system we build runs inside your own Microsoft 365 or Google Workspace, reads only the mailbox you name, and does not train on anything. CPA Canada's guidance on using AI in practice puts the responsibility for the work and the client's information with the professional, and nothing here changes that: the system drafts, files and chases; the CPA reviews, decides and signs.

No. The judgement, the advice and the signature are the firm. What disappears is the part of tax season that was copying, filing and chasing, which is also the part that burns out the junior who was supposed to be learning accounting.

Microsoft 365 or Google Workspace for the inbox. QuickBooks Online, Sage or Xero for the clients' books. CaseWare, TaxCycle or ProFile for the working papers and returns. Karbon or your practice management tool for the engagement list. Your client portal for uploads. The system reads from these where there is an export or a connection and writes drafts, checklists and lists; it does not replace any of them, and it never files anything.

It will not give tax advice, prepare a return, file with the CRA, or sign anything. It will not reply to a client with an answer that requires a professional's judgement; it drafts, and flags those. It will not read a mailbox you did not name, and it will not send a chase in a tone you have not approved.