The receipt problem, described.
Your client has eleven months of receipts across three email accounts, a folder on their desktop and photos on their phone. In January they send you everything in one panicked batch. You spend two hours sorting it. Then they text you asking if you got the thing they forwarded last week. You did not get the thing they forwarded last week.
Pick a desk type. It starts filled in.
Choose Accountant / Bookkeeper when you set up, then a desk type. Each comes with the checklist your client works through and the timeline they follow. Edit anything.
Personal tax return
- Signed engagement letter
- T4 / W-2 slips
- Last year's return
- Receipts for deductions
- Bank statements
Monthly bookkeeping
- Bank & credit card access
- Prior year books (if any)
- Chart of accounts
- Payroll details (if applicable)
- Reporting schedule
Small business year-end
- Signed engagement letter
- Trial balance / bookkeeping file
- Bank & loan statements
- Fixed asset details
- Prior year-end return
Free: a printable personal tax document checklist for Canada and the US →
What each client gets
Turn on the modules each client needs. Everything sits on one desk with your name on it.
Tell clients exactly what you need
Your client ticks items off as they send them, and you're notified each time. Add due dates and they're flagged once they pass. No more "any update?" emails.
One place for every file
Clients upload slips, statements and receipts from their phone or computer; you send drafts back. Each file shows who uploaded it and when.
A year-end questionnaire, done properly
Write the questions once: home office, dependents, RRSP or IRA contributions. Your client answers in the app and you get tidy answers instead of a text at 11pm.
Where their file stands
Documents received, in preparation, review call, filed. Your client sees each step, and gets a reminder the day before anything is due.
Questions without your personal number
A private conversation on the desk, next to the files. Mute it after hours; nothing is lost.
Get paid for the return
Bill from the same desk. Card through your own Stripe account, or Interac e-Transfer in Canada, with reminders when an invoice is overdue. Desk FT takes no cut.
Questions
Do my clients need to install an app?
Can I work from my computer?
Is it secure enough for tax documents?
Does it replace my practice-management software?
What does it cost?
Built by one person, in Canada. Questions, or something your clients need that Desk FT doesn't do yet? Email [email protected]. You'll get a reply from the person who builds it.