Your clients send their slips on time. Set up before January.
I write a plain-language document checklist and the reminder emails that ask clients for it, then set them up in the email or client portal you already use. About 3 business days, by email only. You approve every message.
You pay only after you’ve seen the first reminders go out. Nothing upfront. If it doesn’t work for you, you owe nothing.
Fixed price: 499 $ CAD, one time. No monthly fee.
Client: Martin household Sample
- T4 — employment incomeReceived
- RRSP contribution receiptsReceived
- Medical receiptsReminder Feb 15
- Donation receiptsReminder Feb 15
- Rental income & expensesReminder Mar 15
Who this is for
Tax & bookkeeping
Firms of 1 to 5 people
If February means asking clients one by one for their T4s, receipts and Relevés, a checklist and three well-timed reminders take most of that chasing off your desk.
Also: trades
Contractors with quotes waiting for an answer
I write a short personal follow-up for each quote still awaiting a reply and set up two automatic reminders in Jobber or your email. Same price, same rule: you pay after you’ve seen it working.
What you get
Everything is written for your clients, in plain words, in English or French.
- A document checklist per client type — employee, self-employed, rental, retired.
- Three reminder emails in your voice, timed for mid-January, mid-February and mid-March.
- A one-page tracking sheet: who has sent what, who still owes you documents.
- Set up in the tools you already have, tested on your own address before any client sees it.
- A one-page how-to so you can run it again next year without me.
How it works
You reply by email
Tell me which email or portal you use and what kinds of clients you have.
Five written questions
I send short questions so the messages sound like you. No calls, no meetings.
Setup, then you decide
I set it up and you approve each message. Once you’ve seen the first reminders go out, I send a secure Stripe link.
Price
Reminder setup
499 $ CAD, one time
- Checklists, three reminders, tracking sheet, how-to
- Done in about 3 business days
- Pay only after you’ve seen the first reminders go out
Full client intake
1 499 $ CAD, one time
- Everything in Reminder setup
- A simple intake form and a filing-season tracker
- Scope and payment terms agreed in writing before any work
What I never do
Clear limits, so you can say yes without worrying.
- Call or email your clients without your OK on the exact message.
- Ask for your passwords. You give access the tool’s own way and remove it when we’re done.
- Keep copies of your clients’ tax documents.
- Lock you into a monthly fee.
Who you’d be working with
I’m Ryan St, based in Québec City. I set up simple follow-up systems for small firms, entirely by email so everything is in writing.
ClearChase is new, so there are no reviews on this page yet. That’s why you pay only after you’ve seen it work. Ask me anything before you decide: venture01.ops@gmail.com.
Questions
Do I need new software?
No. I use the email or client portal you already pay for.
We use TaxDome, Canopy or another portal.
Most portals have reminders built in. If yours does, I write the checklist and the messages and switch them on there. If you only need that, I’ll tell you.
Is this tax advice?
No. The checklist is a starting point; you decide what each client needs to send.
When exactly do I pay?
After the setup is done and you’ve seen the first reminders go out (to your test address or a first client). Then I send a secure Stripe link for 499 $ CAD. If it doesn’t work for you, you don’t pay.
What about my clients’ privacy?
Your client data stays in your tools. I work only with the access you give, and you remove it when we’re done.
Why no phone calls?
Everything by email means you have a written record of what was agreed and what was set up.
Ready before the January rush?
Reply with your firm name and the tool you use. I’ll answer within one business day.