Your portal stores documents.
It doesn't follow up when they're missing.
1—3 hours a day, every day
79% of firms without cloud work management spend 1—3 hours daily on manual document chasing — and that's year-round, not just tax season.
The follow-up happens outside the portal
Emails, texts, phone calls, spreadsheets — the actual chasing lives in your inbox and on your phone, not in Karbon or Canopy.
By the time you open a file, it's still incomplete
“By the time a return is ready to work on, someone has usually spent two to three hours just confirming the file is complete.”
How it works
Connect Karbon or Canopy
Link your existing portal. No migration, no new login for your clients, no disruption to your current setup.
AI identifies what{APOS}s missing per engagement
Knows what documents each engagement needs and automatically flags gaps {mdash} T4s, bank statements, receipts, whatever the file requires.
AI follows up until the file is complete
Sends reminders to clients, tracks what{APOS}s outstanding, and routes incoming documents to the right engagement. Runs 24/7.
The numbers behind the problem
“288 hours saved in just one tax season”
— Glasscubes customer, TaxAssist Accountants
“A significant part of what makes busy season brutal is the workflow fighting the team at every step.”
— SmartVault
Common questions
Does this replace Karbon or Canopy?
No. It sits on top of your existing portal and handles the follow-up workflow they don{APOS}t cover. No migration, no new login for your clients.
What about SmartRequestAI?
SmartRequestAI only works on SmartVault. If you{APOS}re on Karbon or Canopy, it doesn{APOS}t help you. This is cross-platform {mdash} built for the platforms that don{APOS}t have a native solution.
We only need this during tax season.
Document chasing is year-round: monthly close, quarterly payroll, ongoing bookkeeping. 79% of firms spend 1{mdash}3 hours daily on this regardless of season.
How is this different from hiring a VA?
VAs cost $1,000{mdash}3,000/month, need retraining every season, and still use the same manual workflow. This runs 24/7 and scales with your client count, not your headcount.
Is our client data secure?
Documents are never stored or processed outside your existing portal{APOS}s infrastructure. AI handles the follow-up messages only.
Stop chasing. Start closing.
Join the waitlist for AI document follow-up that works with your Karbon or Canopy setup.
No spam. Built for small firms, not enterprise.