AI for accountants - automate tax season, client intake, bookkeeping reviews
Privacy-grade AI for Canadian CPAs and bookkeepers. Tax season intake, document extraction, client follow-up, bookkeeping reviews. Built with Canadian data residency.
PIPEDA-compliant AI for Canadian accountants - Free 30-min consult
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AI Built for Canadian Accounting
Tax season eats accountants alive. AI automates intake, document extraction, missing-document follow-up, and bookkeeping review - freeing CPAs to focus on advisory work that actually bills high. Privacy-grade, Canadian-region.
What We Offer
AI Services for Accountants
Production AI for CPAs and bookkeepers
Tax Intake Automation
AI handles client intake during tax season.
- Document upload + classification
- Missing-document follow-up
- T-slip extraction (T4, T5, T3, T2202)
- GST/HST receipt processing
- Multi-language intake
Bookkeeping Review Agent
AI reviews bookkeeping for anomalies.
- QuickBooks/Xero/Sage integration
- Anomaly detection
- GST/HST validation
- Categorization suggestions
- Monthly review reports
Client Communication
AI handles routine client questions and reminders.
- Tax deadline reminders
- Document request automation
- Status update workflows
- FAQ deflection
- Multi-channel (email, SMS, portal)
Document Extraction
AI extracts data from receipts, invoices, statements.
- OCR + structured extraction
- QuickBooks/Xero auto-entry
- Multi-format support
- Audit trail logging
- Canadian tax category mapping
Investment
AI for Accountants Pricing
Single Workflow
Starting at $5,000 + $400/month
Tax intake OR bookkeeping review
3-4 weeks
- Workflow build
- QuickBooks/Xero integration
- PIPEDA setup
- 30 days tuning
Practice Stack
Starting at $12,000 + $800/month
Multi-workflow firm deployment
5-8 weeks
- Tax intake + bookkeeping + communication
- Custom integrations
- Monthly tuning
- Tax-season scaling
Firm Deployment
Starting at $25,000 + $2,000/month
Multi-CPA firm with custom workflows
7-12 weeks
- Multi-user infrastructure
- Custom integrations
- Audit + compliance
- Quarterly strategy
AI for Accountants FAQs
Does it integrate with QuickBooks or Xero?
Yes. We integrate with QuickBooks Online, Xero, Sage, FreshBooks, Wave, and most Canadian accounting platforms.
Can it handle Canadian tax forms?
Yes. Trained on T4, T5, T3, T2202, RC59, GST/HST forms, and provincial slips. Includes Quebec-specific RL slips.
PIPEDA compliance?
Yes. Canadian-region deployment, encrypted client data, audit logging, minimum-necessary information principles.
How much time does this save during tax season?
Typical firms save 30-50% of admin hours during tax season. Document intake alone cuts 10-20 hours per CPA per week.
Start Your Accounting AI Project
Let's automate tax season.
Ready to Survive Tax Season?
Book a free 30-minute consult. We'll scope AI for your practice.