Client Receipt Management and Accountant Package Tool for Bookkeepers in Canada
TaxEaseNow helps bookkeepers collect cleaner client receipts, review AI-extracted transaction details, catch missing tax evidence, and prepare accountant-ready exports without chasing spreadsheets at year-end.
Made for Messy Client Records
Give small business clients a simple way to upload receipts and keep records clean before bookkeeping cleanup becomes urgent.
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AI Receipt Review QueueClients can upload receipts from web or mobile. TaxEaseNow extracts vendor, date, amount, tax, and memo details so each item can be reviewed before it becomes a final transaction.
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Tax Readiness for Client BooksFlag missing receipts, uncategorized transactions, meals that need review, home office support, mileage evidence, and unusual deduction patterns.
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Industry-Based Category TemplatesStart clients with practical tax categories for their type of business, then adjust categories as each client’s bookkeeping needs become clearer.
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Mileage and Evidence LinksKeep mileage records, receipt images, and transaction details connected so evidence is easier to review during monthly close or tax preparation.
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Accountant Package ExportGenerate categorized Excel reports with receipt links and readiness notes that are easier for accountants and tax preparers to review.
How Bookkeepers Can Use It
A practical workflow for clients who forget receipts until the month-end or year-end rush.
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Set Up a Client AccountChoose an industry template, confirm expense categories, and show the client where to upload receipts from the website or mobile app.
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Review Receipts Before Month-EndUse the receipt review queue and tax readiness checks to fix missing information while the client still remembers the transaction.
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Export a Cleaner PackageSend accountant-ready transaction reports with evidence links instead of sorting through email attachments, folders, and disconnected spreadsheets.