AI Onboarding Assistant
Get every new engagement signed and every file complete — engagement letters out, checklists sent, missing slips chased until the accountant can actually start.
Before
Staff spend hours a week emailing clients for missing T4s and receipts; files sit half-complete for weeks.
After
Engagement letters signed via DocuSign, personalized checklists sent, and polite follow-ups run automatically until every document is in Dext and the file is flagged ready-to-work.
What it handles
- Send engagement letters through DocuSign and remind until signed
- Issue a personalized document checklist per client
- Chase missing slips and receipts by email and text
- Mark files ready-to-work in Karbon when complete
When it hands off to a human
If a client asks what a document means for their taxes, disputes the engagement terms, or goes unresponsive after the full reminder sequence, the file is escalated to the accountant — the AI collects and tracks; it never interprets.
Works with your stack
Our live AI demo line is coming soon — join the list and we'll invite you to try it first.
/demo →Frequently asked questions
Where do clients upload their documents?
Into your existing Dext (or equivalent) portal — the AI sends the link, tracks what's arrived, and chases what hasn't.
How often does it chase a missing slip?
On a cadence you set — typically every few days, alternating email and text, with tone that stays polite and firm.
Can it explain what a slip is used for?
It can say what document is needed and where to find it, but any question about tax implications goes to the accountant.
Does it handle Québec slips like the RL-1?
Yes — checklists cover both federal and Québec slips, in the client's language.
What if a client never responds?
After the full reminder sequence it stops and escalates the file to the accountant with a log of every attempt.
Last updated: July 2026