CRA-Aligned Intake & Workflow Automation for Accounting Firms
I help accounting and tax firms reduce intake friction, improve consistency, and surface complexity earlier using practical, adoptable AI systems.
THE PROBLEM (INTAKE BOTTLENECK)
Before files reach review, many accounting firms lose time due to:
• Incomplete client submissions
• Manual follow-ups for missing slips
• Intake processes that vary by staff member
• Late identification of business or partnership complexity
• Senior staff pulled into administrative work
This isn’t a tax knowledge issue — it’s an intake systems issue.
THE SOLUTION (WHAT I IMPLEMENT)
I design and implement CRA-aligned intake and workflow systems that sit at the front of your process.
These systems guide clients through the right questions upfront, adjust based on filing type, flag missing or unclear information, and produce staff-ready intake summaries before review begins.
This is intake infrastructure — not tax advice automation.
SUPPORTED FILING TYPES (SCAN-FRIENDLY)
Supported filing types include:
• T1 – Personal Income Tax
• T1 + T2125 – Sole Proprietors
• T2 – Corporations
• T5013 – Partnerships
WHY THIS WORKS (CREDIBILITY)
This work is informed by experience in regulated and compliance-aware environments, including prior work with the Canada Revenue Agency, alongside a background in Human Resources, Business Administration, and mediation.
Automation only works when it aligns with how people actually operate. The goal is sustainable efficiency — not disruption for disruption’s sake.
WHAT FIRMS RECEIVE (DELIVERABLES)
Each engagement includes:
• A CRA-aligned Client Intake Agent
• Filing-type-specific intake paths
• Built-in complexity and risk flags
• Staff-ready intake summaries
• Team training
• Post-launch optimization
HOW IT WORKS (PROCESS)
How engagements typically work:
1. Discovery and workflow alignment
2. Intake system configuration
3. Testing across filing types
4. Staff training
5. Go-live and refinement