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The tool for tax preparers who want complete files the first time

Individuals, couples and self-employed clients get the list of documents that apply to them and send them as photos from their phone. You follow every file of the season in one place, with late ones in red. Kitobiz is designed in Montréal for small businesses, including tax preparers.

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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 spring a hundred files and as many missing documents?

  • The RL-31 or the RRSP receipt arrives after filing.
  • You no longer know who brought what.
  • Last year’s clients wait for you to call them.
  • April 30 is coming and some files are sitting still.

A well-organized tax season

  1. 1

    Last year’s clients

    In January, their file for the year opens on its own and their document list goes out by email.

  2. 2

    The documents

    Each client sends their slips as photos or marks what does not apply; reminders go out after 7 and 14 days.

  3. 3

    The approval

    The client sees their refund or balance owing and approves online.

  4. 4

    The thank-you

    After the notice of assessment, a thank-you with the button to leave a Google 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

Does Kitobiz fit if I’m not a CPA?

Yes. Choose the “Income tax preparation” specialty: your card then shows that you do no work reserved for CPAs.

Can my clients send their documents as photos?

Yes. A clear photo taken with the phone is enough, and it lands straight in the right document of the list.

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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