Turn your clients' scattered documents into files that are clear, complete and ready to review.
Tonexera builds a custom AI system that collects documents, follows up with clients, files the pieces, extracts data from PDFs, prefills forms, updates your files and hands your team an organized file with the next actions.
Client request
Individual, corporation…
Personalized document list
Sent to the client
PDFs received and filed
In the right file
Data extracted
Amounts & fields
Forms prefilled
Per your rules
File ready to review
Human validation
Your firm isn't just short on time. It loses time in document chaos.
A client emails a T4, sends a Relevé 1 as a photo, drops a pile of receipts, fills out an incomplete form and asks a question in another thread. Your team has to follow up, sort, rename, file, verify, copy-paste and re-enter the same information.
Before the accounting work even begins, your team has already lost time rebuilding the file.
Missing documents
The file stays stuck waiting for a piece that never arrives.
Incomplete questionnaires
You have to chase the client for the answers left blank.
Poorly named or filed PDFs
You waste time finding the right piece in the right file.
Repetitive data entry
The same amounts are retyped by hand, with the risk of error.
Scattered emails
A question here, a document there: the information is everywhere.
Forgotten follow-ups
A forgotten client, and the file falls behind in peak season.
Pending signatures or payments
The file is ready but blocked by an administrative step.
Files opened too early
You start an incomplete file, then have to come back to it several times.
Before Tonexera: scattered pieces.
After Tonexera: a workable file.
“Julie sent some documents for her taxes. Some pieces may be missing. Someone has to dig through the emails.”
- Julie Gagnon — 2025 personal return
- T4 and Relevé 1 received
- Rental income declared
- Mortgage statement and rental expenses missing
- Follow-up sent
- File 72% complete
- Clear next action
An AI system that prepares the file before your team opens it.
Tonexera builds a workflow tailored to your firm. The system can identify the type of request, send a personalized document list, collect the pieces, file the PDFs, extract the important information, flag missing documents, prefill certain fields or forms, update the client file and notify your team when the file is ready to review.
Book and get a direct call from our AI assistant.
From the client request to a file ready to review.
First request
The client calls, writes, fills out a form or sends documents.
File type identified
Individual, self-employed, corporation, bookkeeping, payroll, GST/QST, taxes, CRA or Revenu Québec notice.
Document list sent
The system sends a personalized list of required pieces.
Pieces collected and filed
Received documents are renamed, filed and linked to the right file.
Missing documents flagged
Missing pieces are identified and follow-ups go out automatically.
Data extracted
The AI extracts the important information from received PDFs and documents.
Forms prefilled
Forms, tables or internal fields are prefilled per your rules.
File updated
The CRM or client file is updated with the collected information.
File ready to review
Your team receives an organized file: pieces received, pieces missing, next action.
What we can automate in your accounting firm.
Client document collection
The client sends their pieces, the system receives and files them properly.
Personalized lists per file
Each file type receives the right list of required documents.
Follow-ups for missing pieces
Missing documents are flagged and the client is reminded per your rules.
PDF filing
Supporting documents renamed and filed in the right client file.
Data extraction
Extracted data is prepared to speed up review. Final validation always stays human.
Form prefilling
Forms and internal tables prefilled from the collected information.
Client file updates
The CRM or client record is kept up to date, with no re-entry between tools.
Signature and payment tracking
Pending administrative steps are tracked and followed up.
File summaries
A clear summary so the team knows where each file stands.
Web chatbot for new requests
An assistant on your site that qualifies clients and opens the file.
Next-step emails
The client automatically receives what to do next, in your name.
“Ready to review” notification
Your team is notified as soon as a file is complete and ready.
It's not just a chatbot. It's a complete workflow for your client files.
A simple chatbot answers a few questions. Tonexera connects the steps: client request, checklist, documents, follow-ups, extraction, filing, CRM, forms, validation and next action.
The AI prepares. Your team keeps the professional judgment.
- The AI does not give tax or accounting advice.
- The AI does not replace the CPA.
- The AI does not file any return without validation.
- The AI makes no financial or tax decision.
- The AI does not guarantee a file is accurate without human review.
- The AI structures information and automates repetitive tasks.
- Your team verifies the data, forms, calculations and documents before use.
What your team receives.
After each prepared file, your team can receive a complete file.
- Clear summary of the request
- Client type
- Service requested
- Year or period concerned
- Documents received
- Documents missing
- Extracted data to verify
- Prefilled forms or tables
- File status
- Follow-ups sent
- Pending payments or signatures
- Proposed next actions
- Link to the client file
For which types of files?
The workflow adapts to your firm's services and processes.
How Tonexera sets up the system.
Audit of your current process
We look at how your requests and documents arrive today.
Identifying friction
We target repetitive tasks and where time is lost.
Building the custom system
We build the workflow tailored to your services and file types.
Connecting compatible tools
We link your emails, calendar and tools, when possible.
Testing with your real scenarios
Real documents, real files: we validate on your reality.
Progressive rollout
We deploy step by step, without disrupting your team.
Adjustments from your feedback
We refine the system until it fits your firm.
Frequently asked questions from accounting firms
See what Tonexera can automate in your accounting firm.
Book your free AI audit. We look together at how your client requests arrive today, where documents get lost, which tasks are repetitive and what a system tailored to your firm could look like.
- 30-minute audit
- No commitment
- Demo with your process
- Our AI assistant calls you after booking
Book your audit — our AI assistant calls you right after.
Pick a time slot. Within seconds, our AI assistant calls you to prepare your free audit — a live demo of what Tonexera builds inside your firm.
- Pick your time slot in 30 seconds
- Our AI assistant calls you right after
- 30-minute audit, no commitment
Our AI assistant calls you instantly.