T4 slips uploaded by client
This morning, 08:14
T1, T2 And Bookkeeping
Keep every T1 and T2 visible from slips received to CRA assessment — without a CRM.
Track missing T4s and T5s in a dedicated stage, notify clients the moment a return moves, and keep preparation fee reminders tied to the same file as the work.
Missing slip queue (T4, T5, T4A)
Auto client updates on stage change
Self-employed track included
One operating view for stages, client communication, and fee follow-up — through every filing deadline.
app.navoqo.com/files — T1 season
Selected file
Johnson — T1 + self-employment income
Missing: T5 from bank, Q4 expense summary
Return moved to In Preparation
Today, 09:30
Client update sent: return in progress
Today, 09:31 — auto
Prep fee due: $380 · filing deadline
Reminder queued with return status context.
Client status page — no login
Current stage
Waiting on slips
Action needed
Upload T5 slip
Balance due
$380 · filing deadline
Workflow Fit
The same Navoqo operating model, adapted to this workflow.
Your use case can stay specific while execution stays consistent: clear stages, visible files, client updates, and payment reminder continuity.
Set up once
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1
Create workspace
Set owner, team defaults, and your service context.
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2
Define workflow
Choose one practical path your files should follow.
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3
Set stages
Use clear stage labels your team can operate from.
Run daily
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4
Add client files
Create one file per active client engagement.
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5
Move files through stages
Just drag or update the stage. Your team sees what changed and what's next.
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6
Send status updates automatically
Clients get a clear update the moment you advance a stage — no manual email needed.
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7
Track billing reminders
Tie due dates and reminders to the same active workflow.
What Changes Day to Day
Season clarity without a five-hour CRM setup.
Slip collection
Source document clarity
Missing T4s, T5s, and T4As stay visible in one Waiting on Slips queue instead of scattered email threads.
Waiting on slipsClient visibility
No more status calls
Each client gets a read-only status link — no login — showing their current stage, any missing slips, and their balance.
Read-only status linkPayment rhythm
Fee follow-up built in
Reminders for preparation fees and retainer invoices run inside the same client file as the return itself.
Due-date linkedSeason operations
Self-employed track included
Add a self-employed stage and keep the same workflow running once personal filing season closes — no new system needed.
Self-employed trackFiling Season Workflow
How Navoqo maps to real T1 and T2 cycles.
Three operating steps that cover the full file from intake to invoice paid.
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1
Open one file per return or bookkeeping cycle
Practitioner view
Create a clear record for each client cycle with due dates and owner.
Client-facing outcome
Clients get clearer expectations on where their file stands.
Intake control -
2
Track blocked-on-docs and in-review stages
Practitioner view
Use stages such as Waiting on Client Docs, In Preparation, and Filed.
Client-facing outcome
Clients receive timely prompts when action is required.
Stage clarity -
3
Run reminders tied to active files
Practitioner view
Send payment reminders connected to return completion and invoice status.
Client-facing outcome
Clients receive professional, context-aware follow-up.
Reminder rhythm
One View For The Whole Practice
Every return, every stage, every unpaid fee — one screen.
Your team sees the full file. Clients see only what they need. Nothing crosses.
app.navoqo.com/files — Apr 2
Returns by stage
Waiting on slips
9 filesT4, T5, T4A
In preparation
14 filesReturns being drafted
Filed with CRA
22 filesEFILE confirmed
Selected file — Johnson T1
Johnson — T1 + self-employment income
Stage: In Preparation · T4 and T5 slips received
Johnson T1 moved to In Preparation
Today, 09:30
Client update sent: return in progress
Today, 09:31 — auto-triggered
Invoice reminder queued: $380 due at filing
Sends Mar 28
Client status page (read-only)
Current stage
In preparation
Next update
Notice of Assessment when CRA responds
Prep fee: $380 due at filing deadline
Reminder queued with return context.
What to show — proof 1
Filing-season queue view
Show returns grouped by stage with blocked-on-docs visibility.
What to show — proof 2
Status update history
Show every client communication tied to the underlying file progress.
What to show — proof 3
Overdue invoice follow-up panel
Show due amounts and reminder status inside the client file.
Feature Alignment
Features built for how Canadian practices actually operate.
Track client status
See every return by stage — Waiting on Slips, In Prep, Filed — in one view.
Configure workflow stages
Match stages to your real filing steps, including a self-employed track.
Send client updates
Auto-trigger a status update the moment a return moves to In Preparation or Filed.
Share client status pages
Give each client a read-only link — no login — showing stage, missing slips, and balance.
Follow up on payments
Tie prep fee reminders and retainer invoices directly to client file status.
Keep internal notes private
File notes, reviewer comments, and draft status stay hidden from client-facing views.
Resources and templates for tax teams
- How to reduce filing-season follow-up chaos
- Client update message examples for tax firms
- Payment reminder email template for bookkeepers
See how a solo practice used this workflow
Read Maria's busy-season story →Canadian tax and bookkeeping FAQ
Can we separate clients waiting on docs from in-progress returns?
Yes. Use dedicated stages to keep blocked files visible and prioritize outreach.
Is this useful outside tax season?
Yes. The same workflow supports recurring bookkeeping cycles and off-season cleanups.
Can payment reminders stay connected to return status?
Yes. Reminder activity is tracked in the same file as delivery progress.
For Tax Preparers and Bookkeepers
One calm system from organizer sent to fee paid — all season.
Track every T1 and T2 by stage, notify clients when their file moves, and keep fee reminders tied to the work — without a CRM setup project.
No credit card required. First return file live in under 10 minutes.