Overview
Saskatoon, SK · updated moments ago
Active clients
268
+12 this quarter
Consults booked by AI
44
after hours
Returns filed on time
99.6%
last season
Documents chased by AI
138
no staff time
Recent consultations
Live| Client | Engagement | Consultation | Accountant | Source |
|---|---|---|---|---|
| D. Wozniak | Late filings — 4 years | Mon 09:00 | Ridge | AI receptionist |
| P. Sandhu | Small business monthly | Mon 13:30 | Okonkwo | Referral |
| M. Tremblay | Corporate year-end | Tue 10:00 | Ridge | Website |
| H. Bergstrom | Incorporation | Wed 14:00 | Okonkwo | AI receptionist |
| L. Adeyemi | Personal T1 | Thu 11:30 | Ridge | Reminder email |
What the AI did
Today- Booked 44 consultations after hours, most of them in the fortnight before the April deadline.
- Chased 138 clients for missing slips and receipts — no staff time used.
- Answered 210 deadline and fee questions straight from the practice's own published rates.
- Flagged 6 clients approaching a filing deadline with documents still outstanding.
- Sent year-end reminders to every corporate client 60 days before their date.