idutax

What it does

Replace email chaos with a branded client portal. Accountants collect tax documents, send e-signatures, and automate reminders — free up to 5 clients.

Your clients get one link. They upload documents from any device — no login, no app. Automated reminders do the follow-up. You get notified when it's done. "PIPEDA compliance is something I think about and then ignore." "A client was missing documents two days before the deadline." Built for accountants who want to collect documents — not manage software. Build a checklist of required items — T4, T5, RRSP, whatever the file needs. Send clients a single secure link. Track status in real time. Your logo. Your color. Your domain. Clients see a clean, professional page — not generic software. No account creation required, mobile optimized. Reminders go out 3 days before, 1 day before, and when…from idutax.com

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