Financialworkflow
engine.
Automate 80% of your accounting firm's grind. Secure document capture, AI workflows, scheduling, identity verification, e-sign and billing, built for Canadian CPA firms.
PHIPA/PIPEDA-aligned · Canadian data residency
Built around how you practice
Tax prep, advisory, bookkeeping, or fractional CFO. The engine adapts to your specialty.
Tax Season Without the Chaos
Automate document collection, organizer distribution, and client follow-ups so you can focus on returns, not paperwork.
Clients ignoring T4/T5 requests until deadline
Manually tracking which docs are missing
Paper forms and wet signatures delaying filings
Tax season burnout from repetitive tasks
80%
Less Document Chasing
3x
Client Capacity
2 hrs
Saved/Return
100%
E-Sign Adoption
What's slowing your firm down
You know the drill: clients who ghost on document requests, manual intake that eats hours, and tax season chaos that never seems to end.
Chasing documents
Endless email threads requesting the same docs over and over. Clients forget, you follow up, repeat.
Manual intake
Paper forms, scattered PDFs, and handwritten notes that need to be typed into your system.
Security concerns
Sensitive financial data flying around in email attachments and unsecured file shares.
Deadline scrambles
Tax season, year-end, quarterly filings. Always rushing because clients wait until the last minute.
What's document chaos actually costing your firm?
Most firms don't realize how much they lose to chasing documents and manual processes. Plug in your firm's numbers.
$66,563
per year to inefficient processes$22,500
$5,625
$30,000
$8,438
$39,281
per year with automated workflowsDon't let them leave after April 15th.
Most firms ghost their clients after tax season. Use this 12-month retention schedule to turn one-time filers into year-round advisory clients. Includes email templates and upsell triggers.
APR 30
“The Handoff” email
JUN 15
Q2 profit review
SEP 01
Tax planning early bird
From intake to invoice, automated
Replace the chaos with a clean, automated workflow that moves clients through your process without you lifting a finger.
1. Client intake portal
New clients land on a branded portal. They upload their docs, fill out their info, and sign engagement letters, all in one visit.
Secure document upload · Digital signatures · Auto-categorization
2. Smart document collection
SecureVault Docs sends automated requests for missing items. Clients get reminders until everything is in. You track it all from one dashboard.
Auto-reminders · Checklist tracking · OCR scanning
3. Workflow automation
Once documents arrive, they route to the right team member. Tasks are created, deadlines are set, and nothing falls through the cracks.
Auto-task creation · Team assignments · Deadline tracking
4. Client communication
Status updates go out automatically. Clients know where they stand. You focus on the actual work, not the back-and-forth.
Status notifications · Secure messaging · Progress tracking
“30 years on spreadsheets. SecureVault Docs alone saves us $140K a year, we'd have spent that managing corporate accounts and receipts manually. Now we intake client info in seconds, open files 10x faster, and our entire team can work overseas. I traveled for 2 months and ran the firm remotely, first time in 25 years.”
Managing Partner · Established accounting firm (30+ years)
How accounting firms run OMGsystems
The apps and solutions we pair together so your intake, documents, and client workflows all move in one system.
Ready to stop chasing and start advising?
Let's look at your current intake and document process. We'll map out exactly where OMGsystems can save you hours every week.