The basics
Who is Heedlight for?
Small practices of about two to five people that look after clients year after year: tax preparers, bookkeepers, accountants and corporate service firms. It works for a solo practitioner too.
Is it only for tax?
No. It knows CRA deadlines and client types well, but the heart of it is following up with clients on any kind of recurring or one-off work.
What does "capture" mean?
You type a note the way you'd say it, like "Sam Rivera T1 + T4s by Apr 30, Ana prepares". Heedlight finds the client, even with a typo, and turns the note into tasks with people and dates. You check it before anything is saved.
Does it replace our tax software?
No. Keep preparing returns in the software you use. Heedlight is where you track the client, the work, the reminders and the communication around it.
Your clients
What do clients see?
A portal in your practice's name and colours. It shows what you need from them, the progress of their work, their messages, documents and invoices.
Do clients have to use the portal?
No. Clients who prefer email can keep emailing you. Forward those emails to your practice's Heedlight address and they are filed on the right client.
Will emails come from us or from Heedlight?
From you. Emails carry your practice's name and colours. Once your domain is verified, they come from your own address.
Can families and businesses share one sign-in?
Yes. Households are linked, and a business is reached through the person authorized to act for it, so one person can see everything they're responsible for.
Using an assistant
Which assistants does it work with?
Claude, ChatGPT, Microsoft Copilot and Google Gemini, and any other assistant that supports the Model Context Protocol (MCP), the open standard they share.
Does it cost extra?
No. It's included in every staff seat, and free for your clients. The AI runs on each person's own assistant, so there's no AI charge from us for it.
Can an assistant see my clients' SINs?
No. SINs, business numbers and bank details are never readable by an assistant. It can tell someone a number is on file, and nothing more.
Does anything go to a client without us seeing it?
No. When your team asks an assistant to contact a client, the exact message and channel are shown first, and it only goes out when they confirm.
What about clients who don't use an assistant?
Nothing changes for them. The portal, your emails and texts work exactly as they do today. The assistant is one more way in, never the only one.
Your data
How are SINs and business numbers protected?
They're encrypted in the database. Only people you allow can reveal a full SIN, and every time someone does, it's recorded.
Can other practices see our data?
No. Every practice's records are kept separate, and every request is checked against the practice it belongs to.
Can we take our data with us?
Yes. An owner can download a full backup of the practice's records at any time.
Getting started
How do we start?
Heedlight is opening to practices a few at a time. Ask for early access and we'll set up your practice with you.
Can we bring our existing client list?
Yes. Clients can be imported from a spreadsheet, and we'll help you with the first import.
How much does it cost?
$19.99 CAD per staff member per month, with every feature. Clients are free. See pricing.
Still wondering? Let's talk.
Tell us about your practice and we'll show you how Heedlight would fit.