Automation Guides for
Canadian Accounting Firms

Tools February 1, 2026 • 8 min read

5 Automation Tools Every Canadian CPA Should Know

A curated list of automation tools that integrate well with Canadian accounting workflows, from document intake to T2 preparation.

Tools January 26, 2026 • 10 min read

Building a Client Portal Without Code

Compare no-code portal solutions and learn how to set up a professional client-facing document hub in under an hour.

Compliance January 20, 2026 • 7 min read

CRA Digital Compliance Checklist for 2026

What Canadian businesses and their accountants need to know about CRA's digital record-keeping requirements and e-filing mandates.

Automation January 15, 2026 • 12 min read

Receipt Categorization with AI: A Step-by-Step Setup

Turn shoebox clients into organized data with AI-powered receipt extraction. Complete setup guide with tool comparisons and ROI calculator.

Workflow January 10, 2026 • 15 min read

Creating a Document Intake Workflow with Make.com

Build an automated document intake pipeline that routes files, sends confirmations, and updates your practice management system.

Compliance January 5, 2026 • 14 min read

GIFI Code Mapping: The Complete T2 Guide

Master GIFI code mapping for T2 corporate returns. Includes common mistakes, edge cases, and an interactive mapping quiz.

Automation December 30, 2025 • 9 min read

Setting Up Automated Email Reminders for Missing Documents

Stop manually chasing clients for documents. Set up automated reminder sequences using free tools like Gmail and Zapier.

Workflow December 28, 2025 • 11 min read

Automating Client Document Collection with Google Forms + Drive

Create a professional document intake system using free Google tools. Includes templates, folder organization, and notification setup.