How it works
From first call to filed return — here's the whole journey.
We pair AI's speed with the judgment of a real accountant. Four simple steps, transparent the whole way, with no hourly billing or surprise invoices.
A glimpse inside
A process built for clarity, speed, and confidence.
Every Promptly engagement starts with understanding your situation, not pushing you into a one-size-fits-all package. From there, our AI handles the volume — sorting receipts, reconciling accounts, drafting returns — while a qualified accountant reviews everything before it reaches you or the CRA.
The result: faster turnaround, fewer errors, and a real human you can call when something matters.
Start with a free consult
How it works
AI handles the volume. Humans handle the judgment.
Our four-step process keeps the speed of automation and the accountability of a real accountant — every time.
- 01
Free consult
Tell us about your situation in a 30-minute call. We'll scope the work and quote a flat fee — no surprises.
- 02
Connect & onboard
Securely share documents and connect your bank or bookkeeping software. Our AI gets to work organizing right away.
- 03
AI does the heavy lifting
Categorization, reconciliation, and document extraction happen in minutes — not hours.
- 04
An accountant reviews
A real, experienced accountant reviews every output before it reaches you or the IRS.
Ready to skip the spreadsheets?
Most clients are fully onboarded within a week. Start with a free 30-minute consult — we'll walk you through the process, scope your needs, and quote a flat fee before any work begins. No commitment, no pressure.
Start with a free consult