New enquiries get a quick reply, clients know exactly what is still missing, and last year's clients hear from you before tax season. All in your practice's own voice.
A day at Ridgeway Tax & Bookkeeping, an example accounting firm. The business and the numbers are illustrations.
What kind of business do you run?
Clients upload their slips and receipts through one checklist form. Anyone still missing something gets a polite nudge on day 1, 3 and 7, so nobody on staff spends the morning emailing reminders.
A fresh list of London-area businesses that look like your best clients: newly incorporated, growing, still doing their own books. After a first call, the bookkeeping proposal is drafted by the next day.
This month’s short email covers the deadlines coming up and the records to keep. Clients from last season were each asked for a Google review, and anyone with a concern can reply to you privately.
Every job above is priced on its own. Start with one.
CPA marketing for a small accounting practice is mostly about timing. Personal tax work arrives in a few weeks each spring, and new people write in just when your team is busiest. Chip takes the routine messages so your team can stay on the returns.
Someone looking for an accountant in March may write to a few firms at once. Your team is buried in returns, so the reply goes out on day three. The autoreply only promises an answer "within five business days". By then the person has booked elsewhere.
Chip replies within minutes, in your voice, with times from your calendar: "Hi Sam, I can see you on the 24th or 26th. Bring your slips and last year's return." If you are full, the reply says so kindly. Answer every lead in minutes and Bookings, reminders and rebooking do this.
The checklist went out in February. A T5 shows up in April, and a rental receipt the night before the deadline. Your staff send the same reminder again and again. A group email saying "Documents outstanding" reads the same to a client missing one slip as to one missing ten.
Each client gets one checklist and one link to send documents. Anyone with something missing gets a note naming it: "Sam, I have your T4 and RRSP slip. I still need the T5 and the rental receipts." Forms, intake and surveys and Follow-ups that never stop cover this.
Most people must file and pay by April 30. Self-employed people usually have until June 15 to file, but any balance owing is still due April 30. Clients hear "June" and hold the payment. Then they call on a busy Friday to ask which date applies.
Before the season, each group of clients gets a short note in your voice with the dates and records that apply to them. Questions about what anyone owes still come to you. Newsletters people open does this.
Someone sells a rental or starts a side business and needs one return done well. You do it and close the file. Next spring they try tax software or pick the first firm they see. A "Tax season is coming" blast to your whole list says nothing about them.
Past clients get a short note before the season that mentions the work you did: "Sam, we did your rental sale last year. If you sold anything this year, here is what to gather." Win back quiet customers does this.
Every Simplet is its own small product with its own price. Take one, try it for a month, add another when you're ready.
You don't log in to a new system or train your staff. Chip runs everything on our side. You approve from your phone, or let him run.
Choose one Simplet or several. Each has its own price, and there are no bundles to decode.
A short setup form, about 20 minutes, connects your calendar, forms and phone number and learns how you write. We test it on your own enquiries before it goes live.
Anything written in your name waits for your OK in one simple list, unless you have told Chip to send it on his own. Urgent things reach your phone right away.
Access to the mailbox and calendar clients write to, a list of past clients with the kind of return you did, and how many new clients you can take. Routine notes can go out by themselves, or your team can read them first. Up to you. Tax papers need more care than most data, so documents clients send go to a secure dashboard for your team, encrypted at rest and locked down.
Each note uses the client's name and lists the slips still missing, so it reads like it came from your desk. We write the first few from your own past emails, and you edit them until they sound right.
Yes. Each Simplet has its own price, so start with the job that eats the most hours in March. Your tax software, client portal and billing stay as they are. We connect to them when that software allows it.
We set the wording to fit your profession's advertising rules and Canada's anti-spam law (CASL): clear sender details, a working unsubscribe, and messages that stop when someone asks. Tax advice and numbers always come from you.
Chip is the SimpleUP robot. He stands for the AI tools that do the routine work in your Simplets, like replying to new enquiries and sending reminders. Behind him is our Canadian team, who set everything up and look after it.
More questions? See the full FAQ.
See a day of it working, then pick the one you want.
