ClaraDocs sends automated document requests to your clients, follows up automatically, and notifies you the moment files arrive. Your clients respond. You do nothing.
Start Free Trial — No Credit CardFrom signup to your first automated document request in under 10 minutes
Name, email, firm name. No credit card. 14-day full trial starts immediately.
Type your first 3 client names and emails. ClaraDocs auto-loads the right CRA document checklist for each.
Click once. ClaraDocs sends personalised, branded document request emails to all 3 clients immediately.
Your clients receive professional emails from your firm name. They upload to a secure link. You get notified.
When your first client uploads their T4 — without you following up — you'll receive a notification showing exactly how much time you just saved. That's when CPAs subscribe.
After your first setup, ClaraDocs operates without any daily input from you
Personalised, CRA-compliant emails sent to each client with a secure upload link. Branded with your firm name and logo.
If a client doesn't respond in 3 days, a gentle follow-up is sent automatically. Then again at 7 days. You're notified after 14 days if still no response.
When a client uploads files, they immediately receive a professional confirmation. Your dashboard updates in real time.
Every morning: which clients submitted documents, which are still outstanding. Clear view of your practice without opening a spreadsheet.
30-day and 7-day alerts for T1, T2, HST/GST, and T4 deadlines. Never miss a CRA filing date again.
Generate professional Cash Flow Forecasts, KPI Dashboards, and Year-over-Year analyses in minutes. Advisory tier only.
Not a US tool adapted for Canada — designed from day one for Canadian CPA practice
All document requests use CRA-approved terminology. T1, T2, T4, T5, HST/GST — every checklist is specific to Canadian tax forms.
Client documents are stored exclusively in your firm's Google Drive account. ClaraDocs stores only file names and timestamps. Meets CRA data residency requirements.
HST, GST, and provincial taxes automatically calculated at checkout. Transparent pricing — no hidden tax surprises.
Every action logged with timestamps. Exportable for CRA review. Full compliance with CPA Canada professional guidelines on AI use.
All prices in Canadian dollars. HST/GST calculated at checkout.
All plans include a 14-day free trial. No credit card required to start. Cancel anytime.
Canadian CPA firms are getting their first automated document requests out in under 10 minutes.
Start Your Free 14-Day Trial