ClicBook Blog
Accounting firm news and insights, explained simply.
Taxation, standards, technology, and firm management: what matters for you and your clients across Canada.
- Technology
An AI employee in an accounting firm: what it does, and what it doesn’t
Read, file, follow up, enter, compare: an AI employee’s job description in nine verbs, the seven things it never does, a test for splitting tasks, and the log of one file over two days.
9 min
- Firm Management
Tax slips: how to avoid the February bottleneck
T4, RL-1, RL-31, T3: four waves of slips, one shared deadline on March 1, 2027. The deadline calendar, a sample file simulated day by day, and six ways to flatten the peak.
8 min
- Firm Management
What does manual data entry really cost on a T1/TP1?
A typical file broken down minute by minute: 40 minutes of typing, $23 per file, 400 hours per season for a 600-return firm. With a calculator for your own numbers.
8 min
- Firm Management
Tax Season 2027: the October-to-April checklist for accounting firms
Season review, fees, EFILE renewal, capacity, security, client onboarding, document collection, production: the 8 steps to settle before the rush, month by month, with a readiness checklist.
10 min
- Firm Management
Law 25: What your accounting firm must do to protect client personal information
Privacy officer, governance policies, consent, breach registry, PIAs, vendor agreements, data retention, and client rights: the 8 obligations of Law 25 explained for accounting firms, with a practical checklist.
9 min
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- 01
A first conversation
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- 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.