Every January–April, accounting firms drown in the same email: "what do you still need from me?" This agent collects documents client by client, so accountants do accounting instead of chasing PDFs.
CB
ClearBooks Accounting · Toronto
● Client onboarding agent
Tax season. The firm has signed 40 new clients — and now faces the annual chaos of chasing everyone's documents
📊 Business view — live
Weeks of emailsDoc chasing
—Files complete
ChasingAccountant time
New client — personal tax returnLIVE CHAT
Client: Mr. Chen · Deadline: Apr 30 (Canada)
Agent activity log
Agent on duty — nights, weekends and holidays included.
Best for: accountants, tax firms, bookkeepers · Market: Canada · USA · UK