Capture it in one line
Type work the way you'd say it. Heedlight finds the client, even with a typo or a missing middle name, and turns the note into tasks with people and dates.
Practice management for small firms
Every client, every deadline, in plain sight.
Heedlight is the calm home for a practice of two to five people. Write down work the way you'd say it, let follow-ups run themselves, and give your clients a portal with your name on the door.
$19.99 CAD per staff member Clients are always free Built around CRA deadlines
Made for
Tax preparers Bookkeepers Accounting practices Corporate services Small advisory firmsWhy Heedlight
Small practices don't lose clients to competitors. They lose them to the follow-up.
A missed slip, a forgotten reminder, a question nobody answered. Heedlight keeps the whole picture in one place so nothing depends on someone remembering.
Follow-up that runs itself
Reminders to clients and to staff, planned back from the deadline. Send automatically, as a draft for you to check, or just as a nudge to your team.
Your name on the door
Clients sign in to a portal in your colours, at your address. They see what you need from them, upload it, message you and pay, without chasing you by email.
Email in, work out
Forward an email. Heedlight does the filing.
Every practice gets its own inbox address. Forward or copy a client's email there and Heedlight works out who it's from and which job it's about.
- Finds the client and the job from the sender and what the email asks for.
- Files the attachments on the client and ticks off the slip you were waiting for.
- Cancels the reminder that no longer needs to go out, and drafts your reply.
SR
Sam Riverato birchwood@in.heedlight.com
9:41
Hi Ana, here's my T4 from the new job. Let me know if you need anything else!
T4-2025.pdf
Filed on Sam Rivera · 2025 T1
"T4 slips" marked received
Apr 8 reminder cancelled
Deadlines
Plan backward from the date that can't move.
Personal returns, corporate returns, trusts, payroll and GST accounts: Heedlight knows the CRA dates and lays the work out in front of them.
- Reminders with conditions. Only ask for the slip if it hasn't arrived.
- Your approval when you want it. Send on its own, as a draft to check, or as a nudge to staff.
- A week view for each person, so everyone knows what's theirs today.
Return startedMar 3Done
Documents requested in portalMar 10Done
Reminder if slips are still missingApr 8 · only if neededNext
Prepare and reviewApr 15 – 25Planned
Filing deadlineApril 30 · CRA
Client portal
Clients see what's left. You stop repeating yourself.
Each client gets a clear list of what you need, how far along their work is, and a safe place to send documents and messages. Families and businesses sit together.
- Your logo, your colour, your address, at yourpractice.heedlight.com or your own domain.
- One sign-in for the household, and for the businesses they run.
- Invoices they can pay by card, straight from the portal.
B Birchwood Tax & Books
Good morning, Sam
Your 2025 tax return · 2 of 3 items received
T4 slipsReceived
RRSP receiptsReceived
Medical expensesUpload
In your assistant
Or skip the portal. Just ask.
Heedlight works inside Claude, ChatGPT, Copilot and Gemini. Clients ask what you still need and send it from the chat. Your team asks what needs them today and gets it done there.
- Free for clients, included in every staff seat.
- Nothing reaches a client until someone on your team confirms it.
- No SIN or bank details are ever shown to an assistant.
Getting paid
The money side, without the spreadsheet.
Invoices and payment links
Send an invoice with a link your client can pay by card. The money goes to your firm's own Stripe account, and Heedlight takes no cut.
e-Transfers matched for you
Point your deposit notifications at Heedlight. It reads who paid and how much, and suggests the invoice it belongs to.
Polite payment reminders
Friendly reminders before and after a due date, on the schedule you choose, in your practice's voice.
Every kind of client
People, businesses, trusts, and the ties between them.
Each client type asks for exactly what a practice needs to know, and the right identifiers are kept safe.
Individuals
Including sole proprietors, with SIN kept encrypted.
Households
Spouses and dependants, linked and seen together.
Corporations
BN, CRA program accounts and year-ends, with reminders.
Trusts and estates
Trustees, filing dates, and the final return flagged.
Business contacts
Email reaches the person authorized to act for the business.
Trust
Your clients' information is treated like it's yours.
Because it is. Heedlight is built for data you're responsible for.
Encrypted identifiers
SINs and business numbers are encrypted in the database, not just behind a password.
Need-to-know access
Only the people you allow can reveal a SIN, and every reveal is recorded.
Two-step sign-in
Protect every staff account with an authenticator app.
A full history
Who changed what and when, for every client and every setting.
One simple price
$19.99 a month per staff member. Clients are free.
Every feature, for every practice. No setup fee, no per-client charges, no cut of your payments.