Stop chasing your clients' documents.They upload them themselves — and you watch every file move forward in real time.
The CRM built for accountants and bookkeepers. Every client gets their own portal to upload documents, follow their file and sign. Clodyne answers the phone even in the thick of tax season. And Oracle keeps your 200 files on track without dropping a single one.
No card · Law 25 compliant · Support in French
The job isn't just the numbers. It's moving 200 files forward at the same time.
The document hunt
You follow up with the same client 4 times for their receipts. The season moves on, the file stalls, and you're the one running around.
Tax season overflowing
The phone won't stop. New clients keep calling. But your head is buried in returns — so prospects move on to another firm.
Deadlines closing in
April 30, GST/QST remittances, year-ends. A missed deadline means penalties for your client — and your reputation.
The “where's my file at?”
Every client texts or calls to find out where things stand. It cuts you off right in the middle of a return.
Every client uploads, follows and signs — all in one place. You get it all, organized.
- The client uploads their documentsReceipts, T4s, slips — straight into their portal, no emails getting lost.
- They see their file status in real timeNo more “where's it at?” interruptions in the middle of a return.
- They message you about any documentSecurely, in the right file.
- Everything is filed by client, automaticallyYou get it all organized — nothing left to sort by hand.
The follow-ups run on their own. You focus on the work.
Automatic client reminders
Clients who haven't uploaded their documents get followed up automatically.
Deadline alerts
April 30, GST/QST remittances, year-ends — nothing slips through.
Engagement letters and authorizations
Signed electronically, legally valid (LCCJTI).
File pipeline
Documents received → in progress → review → filed. You see it all at a glance.
When the phone won't stop, Clodyne answers — and you never lose a prospect again.
- Answers calls 24/7 in French, even in the March-April crunch
- Qualifies new clients, books consultations
- Answers basic status questions
- Transfers complex cases to your cell
Your control panel is Oracle. You talk to it, it pulls up everything.
- “Who hasn't sent their documents?” → the list
- “Pull up every file waiting for a signature” → the list
- “Summarize the files to file before April 30” → the brief
- “How many GST/QST remittances are due this month?” → the number
Your recurring fees bill themselves.
- Recurring fees billed automaticallyMonthly bookkeeping — the invoice goes out on its own.
- Quote → invoice, online paymentWith automatic payment reminders — you chase no one.
Financial data deserves real protection.
Law 25 and PIPEDA compliant
Encryption at-rest and in-transit — your financial data protected.
Access log
Documented right to erasure — you know who saw what.
Daily backups
Secure hosting — nothing gets lost, ever.
“Firms whose clients upload their own documents — and who get through tax season without chasing anyone.”
Firm testimonials coming soon.
From the solo bookkeeper to the full firm.
The Pro plan — client portal, e-signature, smart lists, file pipeline.
The Business plan — multi-user, advanced reports, built for firms.
Clodyne (voice AI) pay-as-you-go — $0.49/min. No card required. Cancel anytime.
The next tax season — a chaotic sprint, or a system that runs with you?
Book a 15-minute demo. We'll show you your CRM built for accounting, for real.
No card · Law 25 compliant · Support in French
