For accounting firms
Stop chasing clients for documents.
Settr builds your firm a system that requests every client's documents, follows up by email and text until they arrive, files each one to the right client, and tells your team the moment a file is ready to work.
Document chasing, start to finish.
One week of tax season in the system. Every message on the right was sent or filed without anyone at the firm touching it.
- Mon 9:00, Settr: Checklist sent with a private upload link. Hi Rosa, it's tax time. Here's your 2026 checklist and a private upload link. 6 items, and you can reply to this email or text us photos.
- Mon 9:20, Client: Engagement letter signed. Signed on her phone. Filed to Okafor / 2026 / Engagement.
- Mon 4:12, Settr: M. Chen uploaded 3 files. Read as a T4, an RRSP slip and a tuition slip. File complete.
- Wed 9:00, Settr: Reminder texted. Hi Rosa, 5 documents still to come for your return. You can reply to this text with photos.
- Wed 11:42, Client: 3 photos received by text.
- Wed 11:42, Settr: Read as a T4, a T5 and a rental statement. Renamed and filed to Okafor / 2026 / Income.
- Wed 11:43, Settr: Told her exactly what's left. Got them, thanks Rosa! Just your RRSP slip and property tax bill left.
- Thu 8:15, Settr: Northline Dental complete, sent for review. The payroll summary was the last item on their list.
- Fri 8:02, Client: Last two documents emailed.
- Fri 8:03, Settr: File complete. Assigned to a preparer.. Every item read and filed. Due April 30.
The work today
Where your team's week goes.
Staff send the same reminder email forty times a season, by hand.
Documents arrive as attachments, phone photos and drop-offs, then get renamed and filed one by one.
Nobody can say which files are complete without opening each one.
Engagement letters and invoices wait on someone remembering to send them.
What the system does
One system, built around your firm.
Document chasing
Each client gets their own checklist and upload link, then reminders by email and text on the schedule you set, until every item is in.
Reads and files what arrives
Uploads, attachments and photos are recognised, renamed and filed to the right client and year. Missing items are listed, not guessed.
Status board
One view of every client: requested, partly in, complete, in review. A complete file is assigned to a preparer automatically.
Engagement letters
Sent for e-signature at the start of the season and tracked until signed.
Deadlines
Filing and instalment dates per client, with the reminders going to the client and the team.
Billing reminders
Invoices go out with the finished work and get followed up until they're paid.
The guarantee
Guaranteed to cost less than the work it replaces.
Before we build, we write down what the work costs you today: the staff hours, the outsourced firm, the software you'd retire. Your system is priced below that number, in writing.
How a build works
You know the cost before we build.
- 1
Map
We sit with your team and list every task that repeats: who does it, how long it takes, which tools it touches. Then we put a dollar figure on it.
- 2
Design
One system on paper: what it takes over, what stays with your people, what it connects to. Scope, price and launch date in writing.
- 3
Build
Built in stages on your own accounts. Your existing records move across and your team gets their logins.
- 4
Launch
It runs alongside your current process until your team trusts it. Then the old way is switched off.
- 5
Run
We stay on to maintain it, watch it and add to it as the business changes.
Questions
Questions from accounting firms
Do clients have to make an account?
No. Each client gets a private link to their own checklist. They can upload there, reply to the email with attachments, or text photos back.
Does it work with the software we already use?
Yes. Files go to the storage you already use, and the system works alongside your tax and accounting software rather than replacing it.
Can we control what the reminders say and when they go?
Yes. You set the schedule, the wording and when a partner gets copied. Nothing goes to a client that you haven't approved as a template.