Automate client onboarding, document collection, deadline reminders, and review requests. Focus on advising — let the platform handle the rest.
Every January to April your firm drowns in documents, deadlines, and client requests. You work 70+ hour weeks and still feel behind.
You spend hours every week chasing clients for missing documents, sending reminders, and answering the same questions over and over.
Outside of tax season, your firm goes quiet. Clients forget about you, referrals dry up, and you scramble to fill the pipeline again.
Happy clients rarely leave reviews unless you ask. But you never have time to follow up, so your Google profile stays stagnant while competitors grow.
Client data lives in scattered spreadsheets, email threads, and shared drives. One breach or audit could cost your firm everything.
Six powerful automations that eliminate repetitive work and keep your clients informed — without lifting a finger.
New clients receive a seamless onboarding flow: welcome emails, document checklists, and portal access — all triggered automatically when you add them.
Automatically requests and tracks tax documents from every client. Sends smart email reminders on a schedule until everything is submitted.
Never miss a filing deadline again. Automated reminders at 30, 14, 7, and 1 day before every quarterly, extension, payroll, and year-end deadline.
After every completed filing, clients automatically receive a friendly review request. Build a 5-star Google profile on autopilot.
Automatically follow up on sent and overdue invoices. Clients get polite reminders so you never have to chase payments manually again.
Meet your clients where they are. Send document requests, reminders, and status updates via WhatsApp with AI-powered replies.
No consultants. No onboarding calls. Just sign up, configure, and let the automations work.
Create your account, add your firm details, branding, and email preferences through our guided setup wizard. Takes under 10 minutes.
Add clients manually or bulk-import via CSV. Each client gets a profile with contact info, filing type, and document tracking built in.
Toggle on the automations you need — onboarding emails, document collection, deadline reminders, review requests, and invoice follow-ups.
Clients get onboarded, documents get collected, deadlines get tracked, and reviews get requested — all without you touching a thing.
Create your account, add your firm details, branding, and email preferences through our guided setup wizard. Takes under 10 minutes.
Add clients manually or bulk-import via CSV. Each client gets a profile with contact info, filing type, and document tracking built in.
Toggle on the automations you need — onboarding emails, document collection, deadline reminders, review requests, and invoice follow-ups.
Clients get onboarded, documents get collected, deadlines get tracked, and reviews get requested — all without you touching a thing.
Tax and accounting firms across North America are saving time and growing their practices with MultidexTech.
“Document collection used to eat 2 full weeks of my time every season. Now it runs automatically — clients upload everything through a secure link, and I get notified when it's done.”
Sarah M., CPA
Houston, TX
“The deadline reminder system alone paid for itself. We had zero missed filings last season — not one. My staff used to spend hours every week sending manual reminders.”
James T., EA
Vancouver, BC
“I was working 14-hour days during tax season and still felt behind. After setting up the automations, I leave at 5 most days. My family noticed the difference before I did.”
Priya K., CPA
Chicago, IL
“Our Google reviews went from 8 to 60+ in four months. Clients get a friendly review request right after filing, and most of them actually follow through. Total game-changer.”
Michael R.
Toronto, ON
“Client onboarding used to take 3 days of back-and-forth emails. Now new clients get a welcome email, document checklist, and portal access the minute I add them.”
Linda C., CPA
Dallas, TX
“We added 30 new clients last season without hiring anyone. The automations handle the busywork — reminders, document tracking, follow-ups — so my team focuses on advisory.”
David P., EA
Calgary, AB
No need to switch platforms. We integrate with the tools you already use.
Need a custom integration? We can build it for you via our Enterprise plan.
Not at all. Our setup wizard walks you through everything in under 10 minutes. Add your firm details, import clients, toggle on automations, and you’re done. No coding required.
Most firms are fully set up and running automations within 15 minutes. Import your client list via CSV, configure your preferences, and the system starts working immediately.
Absolutely. We use 256-bit SSL encryption, daily automated backups, and role-based access controls. Your data is stored on secure servers and never shared with third parties. We take data security as seriously as you do.
Yes. We integrate with QuickBooks, Xero, Gmail, Outlook, Calendly, DocuSign, Stripe, Google Reviews, and more. If you use something not on this list, our Enterprise plan includes custom integrations.
Every plan includes client onboarding, document collection, deadline reminders, and review generation. Higher plans add invoice reminders, quarterly estimate alerts, and more. All automations run via email, with WhatsApp support coming soon.
Yes. We require 30 days written notice to cancel. No long-term contracts, no cancellation fees. We want you to stay because the platform works, not because you’re locked in.
Yes. We currently support firms in the US, Canada, UK, and Australia with jurisdiction-specific deadline calendars and compliance requirements for each.
Set up in under 15 minutes. Your first automation runs today — not next month.
Free 14-day trial. No credit card required.