Canadian accounting firms
Hire your AI accounting employeefor a fraction of the cost.
ClicBook fills in your clients' tax returns directly in your tax software, keeps the books for your business clients and follows up with clients who forget a document. It works day and night, even at the height of tax season. You review, you sign.
The reality
Your staff aren't data-entry machines. You're paid for advice, not for data entry.
Hundreds of returns, thousands of boxes, entire evenings. Then the receipts, statements and sales taxes of your business clients. Six pain points come back every year:
Tax season · 11:47 PM
Receipts everywhere. Missing statements.
- 01
Thousands of boxes
Every slip amount is retyped into the tax software, box by box, return after return.
With ClicBook — The AI agent fills in the boxes for you.
- 02
Typing errors
Two digits swapped on line 10100 and the return has to be redone. Time lost, money lost.
With ClicBook — Every amount is read from the source document, then approved by the accountant.
- 03
Entire evenings
11:47 PM. April 30 is coming and the team is still at the office.
With ClicBook — The agent works day and night; in the morning, you review returns that are already filled in.
- 04
Receipts everywhere
Invoices, receipts and statements trickle in by email, on paper, as photos.
With ClicBook — Clients upload everything to their portal; the agent reads, categorizes and applies the taxes.
- 05
Clients who never reply
“We’re still missing your September statement.” Third follow-up, still no reply.
With ClicBook — ClicBook spots the missing document and follows up with the client automatically.
- 06
Your best people doing data entry
Again. Your most profitable advisory hours disappear into bookkeeping.
With ClicBook — The agent keeps the books; your team reviews and advises.
Tax season
January, February, March, April. A race against the clock.
Year-end slips, T1 and TP-1 returns, self-employed clients, then the sales taxes and compilations of your business clients: every deadline lands on the same team. With ClicBook, the AI agent absorbs the peak.
An accounting firm's year
Today With ClicBook Time freed up
Illustration: typical firm workload throughout the year.
At the firm, everyone lets go of the keyboard.
Partner
Sees where every file stands and takes on more clients during tax season.
CPA
Reviews and signs. The agent prepares the financial statements and the compilation engagement file.
Accounting technician
Approves the amounts. The agent enters them in the tax software.
Administrative assistant
No more chasing missing documents: ClicBook follows up with clients automatically.
The AI agent
Let go of the keyboard. ClicBook takes over.
ClicBook's AI agent fills in your clients' tax returns directly in your tax software. Your client uploads their documents to their portal; the agent reads every amount, fills in every box and follows up if a document is missing. You review, then you sign.
2026 return · Mr. Tremblay
Forms filled in by ClicBook · ready for review
ApprovedYour client
Uploads slips, receipts and statements to their portal, from a phone or a computer.
The ClicBook agent
- Reads every amount
- Categorizes expenses
- Fills in every box
- Follows up on missing documents
Your tax software
TaxCycle, Taxprep, ProFile, DT Max…: the agent fills in the forms in your software, field by field.
You
You review every filled field, with its source. Nothing is filed without your approval.
Works with your tax software
- TaxCycle
- Taxprep
- ProFile
- DT Max
- and all the others
Every document, follow-up and filled field is logged in the file audit trail.
Tax agent · T1 and TP-1
Three levels of difficulty. One agent.
From salaried employees to rental income, the agent reads the client's documents and fills in the forms in your tax software. Every field shows its source, so you know where each amount comes from.
ClicBook enters their slips in your tax software.
Client documents
T4 · 2026
- 14Employment income58,420.00
- 17QPP contributions3,510.00
- 22Income tax deducted9,150.00
- 24EI insurable earnings58,420.00
RL-1 · 2026
- AEmployment income58,420.00
- EQuébec income tax withheld7,260.00
Tax software — 2026 return · Mr. Tremblay
- 10100Employment incomeT4 · box 14IA
- 30800QPP contributionsT4 · box 17
- 43700Income tax deductedT4 · box 22
- QC 101Employment incomeRL-1 · box A
- QC 451Québec income tax withheldRL-1 · box E
Automatic follow-ups
A document is missing? ClicBook follows up with your client. Automatically.
The agent spots the missing document and messages the client by text or email. The client uploads it in one click and the file moves on. Your team didn't lift a finger.
01
Spotted
The agent compares the documents received with those expected for this client.
02
Followed up
The message goes out on your schedule, then a reminder if the client is late.
03
Received
The document lands in the right file and the agent resumes data entry.
File 2026-0147 · Mr. Tremblay
The result
3 minutes* per return.
The client uploads, the agent fills in, you review. Less paperwork, fewer late nights at the office: your team spends its time reviewing and advising.
24/7
The agent works, even overnight and on weekends.
3 levels
Employee, self-employed, rental income.
0
amounts filed without your approval.
* Average time measured during internal testing. Actual time depends on the complexity of the file.
Bookkeeping agent · business clients
Business clients? The agent keeps their books.
Your clients upload invoices, receipts and statements to their portal. The agent reads every amount, categorizes every expense, applies the taxes, reconciles the bank statement and chases missing documents.
Client portal
- Invoices128
- Expenses338
- Bank statements6
Agent · live
- Invoice · Nordia DistributionPending
- Receipt · Esso #4412Pending
- Bank statement · Sept.Pending
- Missing · October statementPending
472 documents processed
Invoice
Nordia Distribution Inc.
Bill to: Le Comptoir Bistro Inc.
No. 4471 · Sept 12, 2026
- Kitchen degreaser (12 × 4 L)420.00
- Nitrile gloves (20 boxes)318.00
- Kitchen towels (pack of 50)196.00
- Surface disinfectant152.00
Journal entry
Le Comptoir Bistro · Sept 2026
Construction · contract holdbacks trackedAny industry.
The agent knows the specifics of each sector.
Restaurant
Delivery-app commissions split out.
Clinic
GST/QST-exempt medical fees.
Construction
Contract holdbacks tracked.
Convenience store
Lottery commissions booked as revenue.
From books to financial statements
File analyzed? One click.
Once the books are up to date, the agent prepares the deliverables, from the simplest to the most complete. You review every document before you sign it.
Trial balance
Le Comptoir Bistro Inc.
As at September 30, 2026
Balanced
An analysis? A dashboard? A question? It delivers.
AI agent · Lévesque Transport Inc.
OnlineAnalysis
−2.1 pts vs Aug.
September gross margin: 24.6%
Cause: fuel +18%, two trucks added on Sept 4.
Professional fees invoice
No. 2026-118
Le Comptoir Bistro Inc.
- Compilation engagement 20261,850.00
- GST/HST and QST returns600.00
Sent
File audit trail · Le Comptoir Bistro
- Mon 09:12128 invoices uploaded by the client
- Mon 09:14Entries categorized, taxes applied — ClicBook agent
- Mon 09:20September statement reconciled — ClicBook agent
- Tue 10:15Compilation engagement signed — M. Roy, CPA
Your role stays the same
You review.You sign.You bill.
You review
Every filled field and every entry shows its source. Nothing is filed without your approval.
You sign
Financial statements and the compilation engagement report remain drafts until you sign them.
You bill
Your fees go out from the file: compilation engagement, sales tax returns, income tax returns.
Before · after
Same season. Same files. No more late nights at the office.
Firms that automate take off. The rest stay on the ground.
Hire your AI employee.
Book your demoClicBook Agent
AI employee · bookkeeping & tax
- Industries
- All
- Reports
- TB · Taxes · P&L
- Hours
- 24/7
Security & Law 25
Your clients’ personal information is protected.
Data is hosted in Canada. Transfers and files are encrypted, login takes two steps and every time a file is opened — by your team or by the agent — it is logged.
Two-step login
encryptedEnter the temporary code received at login.
Access log · Law 25
- Tue 03:12Return 2026-0147 filled inClicBook agent
- Tue 09:45File 2026-0147 reviewedM. Roy, CPA
- Tue 10:02Login denied · wrong codeUnknown
Encrypted transfers
Documents sent by your clients cannot be read while in transit.
Encrypted files
Stored files are encrypted. Unauthorized people cannot read them.
Two-step login
On top of the password, users enter a temporary code received at login.
Intruders locked out
After several wrong passwords, access to the account is locked.
Fake messages filtered
The portal rejects messages sent by malicious programs.
Law 25
Personal information is protected and every time a file is opened, it is logged.
Frequently asked questions
The questions firm partners ask us.
ClicBook is an AI accounting employee built for Canadian accounting firms. It fills in your clients' T1 and TP-1 income tax returns directly in your tax software (TaxCycle, Taxprep, ProFile, DT Max…), keeps the books for your business clients (categorization, GST, HST and QST, bank reconciliation) and follows up with clients who forget a document. It also prepares the trial balance, sales tax returns, income statement and the compilation engagement file (CSRS 4200). Your accountants review and sign. ClicBook is built in Québec.
Book your demo
Watch your firm take off.
- 01
A first conversation
We learn about your firm, your volume of files and your tax software.
- 02
A targeted demo
The agent at work on realistic files: tax returns, bookkeeping, deliverables.
- 03
A rollout plan
Setup tailored to your needs and invitations for your clients to the portal.