Accountants and CPAs
Automation for accountants and CPAs in Montreal
You get your March evenings back, and you take on more files with the same team.
From6 600 $
Usual lead time4 weeks
Where you are today
- You chase slips from January to April.
- Documents arrive by email, by text, as blurry photos.
- Filing is done by hand, client by client.
What it costs you
In peak season, two hours a day chasing and filing is about a hundred hours over the quarter.
What I put in place
- One list per client, matched to their situation.
- Staged reminders until everything is in.
- Documents named, filed and exported into your software.
What you get back
You get your March evenings back, and you take on more files with the same team.
Frequently asked questions
- How much does this kind of project cost?
- From 6 600 $. The final amount depends on the modules you keep, and you get it before the work starts. Nothing is added along the way.
- How long does it take?
- About 4 weeks, from the first meeting to going live.
- Who owns the code and the domain?
- You do. The source code and the domain name are in your name from day one. No subscription is required to keep using it.
- Do I have to replace my current accounting tools?
- No. We connect what you already use rather than replace it. The automation sits on top of your tools.
Free, no strings. If a thirty-dollar-a-month tool solves your case, I say so and we stop there.
The code and the domain stay in your name.