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The tool for bookkeepers who get statements on time, every month

At the start of each month, your clients get the reminder to send their statements and receipts, with the link to their client space. Their documents land in one place, and your fees go out as a recurring invoice. Kitobiz is designed in Montréal for small businesses, including bookkeepers.

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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

Do you spend the start of each month asking for statements?

  • Bank statements arrive on the 25th of the following month.
  • Receipts are scattered between emails, photos and shoeboxes.
  • The monthly invoice is redone by hand every month.
  • Year end arrives and documents are still missing.

A month of bookkeeping, no chasing

  1. 1

    The reminder goes out

    In the first week of the month, each monthly bookkeeping client gets the reminder to send their statements.

  2. 2

    Documents arrive

    Statements, invoices and receipts are uploaded to their client space, as photos or PDFs.

  3. 3

    The invoice goes out

    Your monthly fees go out as a recurring invoice, with online payment and reminders.

  4. 4

    Year end

    The year-end file opens with its document list and its deadline.

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

Does Kitobiz replace my accounting software?

No. You keep QuickBooks, Sage or your usual software for data entry. Kitobiz handles your clients’ documents, reminders, follow-up and billing.

Can I stop the monthly reminder for a client?

Yes. A box on the client’s record turns it on or off, and you can rewrite the reminder’s text.

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