Let your website do the intake.
Intake, slips, booking, signatures and reminders run themselves. Your team gets back to the accounting.
What does intake automation from Offload do for an accounting firm?
Offload builds intake and booking systems for accounting and bookkeeping firms in Ontario. Your website asks clients what they need. Simple personal returns upload their slips without a meeting. Self-employed and business clients book a consultation with whichever staff member is free, by priority or by workload. Clients find and sign their documents in a private portal, and a website assistant answers common questions in any language.
What it does. Nothing more.
Intake by client type
Personal, self-employed or business. Each client gets the right next step without a phone call.
Booking with whoever is free
Meetings go to staff in the order you set, or to whoever has the lightest week.
Private portal and e-signatures
Each client sees only their own files. They sign from their phone.
An assistant for common questions
Answers what you offer, what to bring and how long it takes, in the client's own language.
What else we can build for you
- Website assistant that answers in any language
- Document collection with automatic reminders
- Slips read and filed automatically
- Engagement letters with e-signature
- Secure client portal
- Deadline reminders for every client
- Booking routed by workload or priority
- One-page client summaries before every meeting
- Payment collection with the return
- CRA letter tracker
- Team workload dashboard
- Referral requests after tax season
Where the hours come back
Example figures| Task, per week | By hand | With the app |
|---|---|---|
| Intake calls in tax season | 4 h | 1 h |
| Chasing missing slips | 3 h | 45 min |
| Booking back and forth | 2 h | 0 h |
| Answering common questions | 2 h | 30 min |
These are typical examples, not promises. In your free audit we work out your real numbers.
Questions owners ask us.
Something else on your mind? Tap Ask a question at the bottom of the screen.
Is client data kept private?
Yes. Each client can only see their own files, and access is locked down at the database level. We show you exactly where the data is stored.
Does it replace our tax software?
No. It handles everything around it: intake, documents, booking and signatures. Your team keeps using the software it already knows.
Can the assistant answer in other languages?
Yes. It answers questions about your services in the language the client writes in, and passes anything it cannot answer to your team.
Can bookings follow our priorities?
Yes. Bookings can go to staff in the order you choose, or to whoever has the lightest week.
How much does it cost?
Projects start at $1,000 CAD, one time. You get your exact price after the free audit, in writing. A small monthly fee covers hosting, fixes and support.