For Canadian accounting & tax firms

Tax season
without the
hiring scramble.

Every spring the work piles up, and good analysts are hard to find. The firms that move first are solving it with digital employees. You can too, privately, on your own network.

Make your move Free 30-minute call. You leave with your top three automation opportunities, ranked by payoff.

We've done this inside a firm like yours.

A Canadian accounting and tax firm hit the ceiling every growing practice hits: each new client meant another analyst, costs rose with every bit of growth, and when people left, client history left with them.

We built a team of digital employees that work on their own on routine tasks and alongside the accountants on everything else. The accountants became reviewers and advisors, not data processors.

  • One accountant now oversees five digital employees
  • Larger clients and more projects, without the hiring scramble
  • Client history and process knowledge stay with the firm
  • More time for review, judgement and client relationships

Your digital practice team

Four roles. Ready for tax season.

Robot with a headset01

Digital Receptionist

Answers client calls, emails and chat around the clock, books appointments and chases missing slips and documents, so your team doesn't have to.

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Digital Intake Analyst

Receives T-slips, receipts and statements, extracts the data, checks for gaps and files everything to the right client, ready for preparation.

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Digital Bookkeeper

Categorizes transactions, reconciles accounts and prepares entries for review, keeping books current all year, not just at year-end.

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Digital Tax Analyst

Prepares working papers, pulls prior-year history and flags changes and anomalies, so your accountants start every file at review.

Your CPAs stay in charge. Digital employees prepare; your professionals review, sign off and own the client relationship.

Client files never leave your control.

Accounting firms hold some of the most sensitive data in the country. Our digital employees are designed to be 100% private.

  • On-premises: runs on your own network, under your control
  • Or Canadian-hosted: in Canadian data centres, under Canadian law
  • Built to comply: designed around PIPEDA, provincial privacy law and your professional obligations
  • Canadian IP: designed, built and owned in Canada

Prove it in the lab first

Start before the next tax season starts.

  1. 01

    Commit

    A free 30-minute call. You leave with your top three automation opportunities, ranked by payoff.

  2. 02

    Find the gap

    We map your intake, preparation and review workflow and pick the bottleneck that costs you most.

  3. 03

    Prove it in the lab

    A working digital employee on your real files and process, measured against the standard you set.

  4. 04

    Strike

    Roll it out one role at a time, in time for your busy season.

Make your move