CRA notices routed to the file's accountant
A client reads "you have 30 days to respond" and panics. She gets the date down, gets a copy of the letter onto the file, and puts them through to the person who did their return.
A client calls about a letter, review, reassessment or audit notice from the tax agency.
Records the letter type and response date, gets it uploaded, warm-transfers to the file's lead.
The notice on the file with its deadline, and the right person on the line or calling back today.
How it works
- Keeps them calm
Letters from the CRA scare people. She tells them it's common, and that the person who handled their file will look at it.
- Gets the details
The kind of letter, the tax year, the date on it and the date they must respond by. She reads them back.
- Gets the letter in
An upload link by text. The person on the file reads the letter itself, not a summary.
- Doesn't interpret
She never says what the letter means or whether they owe. That comes from your team.
- Transfers it
To the person on the file, with a short summary first. If they're with a client, a text and a callback time.
- Watches the date
A response date inside your window also goes to the partner on the client.
Example call
- CustomerHi, I got a letter from the CRA asking for receipts for my moving expenses. It says I have 30 days.
- AI agentThanks for calling right away. That's a common kind of review, and Priya did your return. What date is on the letter?
- CustomerOctober 15th.
- AI agentGot it, October 15th, 30 days to reply. I'm texting you a link now. Could you upload a photo of each page?
- CustomerOkay, sending it.
- AI agentIt's here. Priya is with a client until 3. I'll have her call you at 3:30. Does that work?
- CustomerYes, thanks.
After the call: Priya sees the letter on the file with "moving expense review, 2025, respond by November 14" and a 3:30 callback, and the partner on the client gets a copy of the note.
What your team gets
- CRA letters uploaded onto the file during the call
- Response dates entered and read back
- Warm transfers, or a set callback, with the person on the file
- Close deadlines copied to the partner
- A list of open notices across the firm, by response date
Questions
Will she tell them whether they'll owe money?
No. She records the letter and its date and gets them to the person on their file.
What if the client isn't one of yours?
She books a paid review meeting with the letter uploaded, if your firm takes that work.
What happens after hours?
She takes the details and the upload, texts the person on the file, and gives the client a callback time the next business day.
Hear it on your phone
Request a demo call and the agent phones you, set up for accounting and bookkeeping like yours.