Automate tax consultation bookings, client intake, and document processing. Save 8-12 hrs/week. Delivered in 1-21 days with fixed pricing.
Clients call during office hours only. Staff spend 2+ hrs/day managing calendar back-and-forth.
✅ Our Solution: Online booking 24/7 with automatic SMS confirmations. Reduces scheduling calls by 60%.
Paper forms, re-entry into CRM, frequent errors, time wasted.
✅ Our Solution: Digital pre-meeting intake forms. Data flows directly to your CRM (Salesforce, HubSpot, Airtable).
Sorting receipts, extracting data, verifying T4/T5 slips. 4-6 hrs per client.
✅ Our Solution: AI extracts data from PDF/images. Auto-classifies by tax category. Saves 70% of processing time.
Manual reminders before tax deadlines. Forgotten clients = penalties and unhappy clients.
✅ Our Solution: Automated SMS/email reminders 30, 14, and 7 days before deadlines. Never miss a deadline.
24/7 online booking, SMS reminders, multi-CPA calendar management. 1-day install.
Forms to CRM, document data extraction, AI tax classification. 7-day sprint.
Connect booking/forms to your CRM (Salesforce, HubSpot, etc.). Scoped after audit.
Book a 20-minute discovery call. We'll scope your needs and recommend the right sprint.
Book Discovery Call📧 hello@novacodelabs.ca | Bilingual (FR/EN) | Montreal-based