NextDoer
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Sample playbook

For accounting & bookkeeping firms

The chase, the deadlines,
the “is it done?”, off your desk.

The same receipts chased from the same clients every close. A CRA review letter with a 30-day clock. Deadline season stacked three deep. NextDoer runs the messaging, chasing and tracking behind each one, drafted, and gated by you. Every categorization, filing and CRA-response decision stays entirely with the accountant.

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6Agents we'd propose
AllChannels + CRA mail, one queue
YouApprove every send

Your week today

The chasing that eats your month.

Not the accounting, the chasing around it. If this is your Tuesday, it is exactly the routine NextDoer is built to carry.

01

The document chase

Statements, receipts, payroll numbers, the one missing slip, the same request to the same clients every close, and two or three follow-ups before anything lands. The whole month-end waits on it.

02

Deadline season, three deep

GST/HST, payroll remittances, T4/T5 slips, T2 year-ends, instalments, hundreds of staggered, penalty-bearing dates, and the reminders that should have gone weeks ago all land at once.

03

“Is it done? How much do I owe?”

“Did you file it yet?” “Where’s my refund?” Every status question is an interruption and a cross-system lookup that pulls you off the actual work.

04

CRA letters and access

A review letter lands with a 30-day clock. A new client can’t approve your Represent a Client access. Someone re-gathers the exact receipts and chases the client, while the deadline ticks.

One window

Every channel, and every CRA letter, lands in one place.

Client email, portal uploads, receipts and statements, CRA correspondence, SMS, e-signatures. Each lands in a single queue with a drafted, on-brand message, approve it, reject it, or rewrite it. Reconciliation mismatches and CRA responses are queued for your call, never auto-sent.

Client email
Document portal
Receipts & bank statements
CRA correspondence
SMS reminders
E-signature & approvals
NextDoerCRA review · receipt re-gather
CRA review letter received, they’re asking for the 2024 medical and donation receipts. 30-day response window.
Drafted a note asking the client for the exact receipts CRA listed, deadline flagged. I’ll chase every 3 days and hand you the full package to submit, the reply to CRA is your call.
ApproveRejectReply

The agent team we'd propose

Six agents, one for each grind.

Each is a named routine that runs a real accounting job end-to-end, reading the channel, drafting, chasing, tracking. Each starts on Approve, nothing sends without a tap, and graduates to Auto only for the reply types you decide to trust. Every accounting, categorization, filing and CRA decision stays with you.

Missing-Docs Chaser

TriggerA monthly close or a filing begins, or a client’s checklist is still incomplete.
Agent doesChases each client’s checklist, statements, receipts, payroll numbers, the missing slip, across email, portal and SMS on a set cadence. Dedupes so one client is never double-pinged, and escalates to you only when genuinely stuck.
You approveReview what it drafts; routine reminders can graduate to Auto.
OutcomeThe month starts with documents in, not with you chasing them.
Approve→Auto

It chases and tracks; it never decides what a document means. You step in only where a client is genuinely stuck.

Deadline & Remittance Marshal

TriggerA filing or remittance date approaches, GST/HST, payroll source deductions, T4/T5 slips, T5018, a T2 year-end, an instalment, an ROE.
Agent doesTracks the whole staggered calendar per client and runs the reminder sequence timed to each deadline, nudging the client for exactly what’s needed to file on time and flagging you.
You approveReview the schedule, then let it run.
OutcomeDeadline season stops being a scramble of last-minute reminders.
Approve

It marshals the timeline and the chase, it never files. Every filing stays with you.

Status & Refund Responder

TriggerA client asks “is it done? / did you file it? / how much do I owe? / where’s my refund?”, or work moves to a new stage.
Agent doesReads the work state, drafts an accurate status reply, answers routine FAQs, and sends proactive stage-change updates so the questions stop landing on your desk.
You approveHear the tone in shadow, then let routine status replies run.
OutcomeClients stay informed and the inbox stops filling with “any update?”
Shadow→Approve→Auto

It reports state; it never gives tax advice. Numbers and opinions come from you.

CRA Correspondence & Authorization Runner

TriggerA CRA review letter or request for information arrives (30-day clock), a new client needs Represent a Client access, or a ReFILE / adjustment is in the queue.
Agent doesDrafts the outreach to re-gather the exact receipts CRA listed, tracks the deadline, walks the client through the RAC / MFA approval step, and fields the “where is it?” chase during long adjustment waits.
You approveYou decide every response to CRA and every filing; the agent runs the chase, the paperwork prep and the clock.
OutcomeReview letters get answered on time instead of surfacing on day 28.
Approve

Every reply to CRA is yours. The agent handles the receipts chase and the deadline.

Reconciliation Query Chaser

TriggerA bank or ledger import has lines you can’t code without client input, “what was this $412 e-transfer for?”
Agent doesBatches those questions to the client, chases the answers, and returns each one tagged to the transaction. Queues true mismatches for your call.
You approveSee the drafts in shadow first, then let the routine queries send.
OutcomeThe close stops stalling on a handful of unexplained lines.
Shadow→Approve

It never categorizes or posts. It gathers the missing fact; the coding is yours.

Onboarding & Engagement Concierge

TriggerA proposal is signed / a new client comes on.
Agent doesSends the engagement letter for signature and chases it, collects KYC/AML (FINTRAC) details and opening documents against a checklist, and walks the client through Represent a Client access, so you start on a complete file.
You approveApprove each send; scope and acceptance decisions stay with you.
Outcome“Signed” becomes “ready to work” in days, not weeks of re-keying.
Approve

It runs intake and chasing; the engagement decisions stay with the firm.

How trust is earned

Every agent climbs the same ladder.

Nothing skips a rung, and you hold the dial the whole way, any reply type can be pulled back to Approve at any time.

Rung 1

Build

We teach the agent to read and reply on that channel. Nothing is live.

Rung 2

Shadow

The agent writes real replies and sends none. You just read the drafts.

Rung 3

Approve

Every reply waits for your tap. Rewrite any of it in your own words.

Decision

You pick

Which reply types you trust to go on their own, and which stay on Approve.

Rung 5

Auto

Trusted types send themselves. Everything else still waits for you.

Unsure? It hands off.If an agent is uncertain about anything, a number, an odd reply, a CRA nuance, it gives the conversation to the accountant instead of guessing.
You reply directly? It steps back.If someone answers a client directly in the firm’s own portal or inbox, the agent notices and pauses that thread for a human.
Every issue is tracked.Anything you flag becomes a ticket with status: received → in progress → live.

A starting playbook we'd propose

The playbook, at a glance.

A first draft of what your agent team would run, and where each task would sit on the trust ladder. We tune it with you during the process review.

Agent / taskTriggerTypical mode
Missing-Docs Chaser, document requestClose / filing beginsApprove
Missing-document reminderChecklist incompleteAuto
Deadline & remittance reminderFiling / remit date nearApprove
Status & refund replyClient asks / stage changeApprove
CRA review-letter re-gatherCRA letter receivedApprove
Reconciliation query to clientUncoded ledger lineShadow
Onboarding & engagement intakeNew client signedApprove
Firm invoice & AR reminderFirm invoice overdueAuto

Your business next

Your firm, your close process.

The process review maps your document checklists, your deadline calendar, your CRA-authorization list, and every point where the accountant must stay in the loop, then shows you the first agent we would put to work. Client financial data stays governed by PIPEDA and its provincial equivalents; FINTRAC / AML obligations are respected on onboarding.

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