The billable work isn't the problem. The chasing is.
Client documents arrive late, in the wrong format, through four different channels. We automate intake, chasing, and the coordination around deadlines so your team spends its hours on work you can bill.
The workflows we automate first.
Each one starts with what it costs you today, then what replaces it. Which of these we build, and in what order, comes out of your Process Audit.
Client intake and onboarding
New clients need an engagement letter, an information request, and a dozen documents. Each one starts a manual thread.
Document collection and chasing
Half your clients send things late. Someone has to notice, remember, and follow up — repeatedly.
Data entry and categorization
Receipts, statements, and invoices get keyed in by hand or half-matched by rules that break.
Deadline and filing tracking
Corporate year-ends, HST periods, T4s, and instalments are tracked across a calendar and someone's memory.
Client status and queries
Clients email asking where things stand, and answering takes someone away from the work.
Scope, timing, and what changes.
Document requests and reminders run automatically instead of consuming a staff member's week.
The standard practice build, from client intake through to filing deadlines.
Live before your next filing season crunch.
Figures describe the standard scope of this build, not a measured client result. Your own numbers are produced during the Process Audit and quoted before you commit to anything.
Built on the systems you already run.
We automate around your existing platform rather than asking you to migrate. These are the tools we most often connect to in this industry.
Thirty minutes. We'll find the expensive part.
Tell us how work moves through your business and we'll tell you where the money is going. No pitch deck, and no obligation to buy anything at the end of it.
info@opskinetics.ca
(416) 613-0976
Tell us where it hurts.
We'll come back within one business day with a view on whether automation is worth it for you — and say so plainly if it isn't.
Got it — thank you.
We'll be in touch within one business day. If it's urgent, the phone number above reaches us directly.