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The tool for accountants who want to get through tax season without chasing paperwork

Your clients get a document list made for them and send each one as a photo, straight into their file. You see what is missing, the deadlines and the late files at a glance, and your clients approve their file online before filing. Kitobiz is designed in Montréal for small businesses, including accounting firms.

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Sample interface · fictional data

Hello Camille

Activity at Example Workshop · this week

Requests received

4

2 new today

Appointments

3

next one Thursday, 10 a.m.

Pending quotes

$2,450

3 quotes sent

To receive

$3,180

including $1,200 overdue

Projected balance (3 months)

$8,700

a forecast, not a guarantee

Collected this month

$5,240

payments received

Is tax season mostly chasing documents?

  • Slips arrive by email, by text and in an envelope, one at a time.
  • You follow up by hand with clients who haven’t sent everything.
  • You lose track of which file is waiting for the client’s approval.
  • The engagement letter sits in a drawer, unsigned.

From the document list to the notice of assessment

  1. 1

    The list goes out

    In January, each client gets their document list for their situation, with their personal link.

  2. 2

    Documents arrive

    The client sends each document as a photo or marks what does not apply. Something still missing? The reminder goes out on its own.

  3. 3

    The client approves

    You enter the result, the client reviews the summary and approves by typing their name.

  4. 4

    The file closes

    Filed, then notice of assessment received: a thank-you goes out with the button to leave a review.

What you get in Kitobiz

  • Tax file per client and per year: individual, self-employed or corporation
  • Document list ready for each client type, filled in online by the client
  • Documents uploaded as photos or PDFs, straight into the file
  • “Tax season” page: every file, late ones first
  • Deadlines calculated: April 30, June 15, or 6 months after year end
  • Engagement letter accepted online, authorizations to check off
  • Client approval online before filing
  • Automatic reminders: tax season, missing documents, instalments
  • Monthly statements reminder for bookkeeping
  • Sheets to print: file summary, document list, engagement letter

Frequently asked questions

Do my clients need to create an account?

No. They fill in their list, send their documents and approve their file with a personal link, no password.

Does Kitobiz file returns with the governments?

No. You prepare and file returns with your usual tax software. Kitobiz handles everything around it: documents, follow-up, approval, reminders and billing.

Where are my clients’ documents kept?

In a private space, under your client’s name. Only your team and the client, in their client space, can see them.

Is it free to start?

Yes, you can create your account for free. The paid plans are presented in the pricing section.

Try Kitobiz for free

Appointments, quotes, invoices, payment reminders and payments in one place. Create your account in a few minutes.

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See also