The walk-in pile
Clients drive to your office with a bag of faded receipts, slips and envelopes, in no order at all.
Your clients snap it.
Dashbound sorts it.
You do the accounting.
No more bags of receipts on your desk. Clients take photos, and Dashbound works out what each document is, files it by client and year, and reads the numbers into clean data for your accounting software.
- 1They snapYour client takes a photo of the slip or receipt. That is their whole job. No visit to your office.
- 2Dashbound reads itIt knows a T4 from a pharmacy receipt, files it under the right client and year, and pulls out the numbers.
- 3You get ready-to-use dataCheck the values, approve, and export straight to your accounting software.
Sound familiar?
Tax season still arrives in a shoebox.
Your clients bring paper. Someone has to sort it, type it in and file it. And before any of that, you have to get it out of them.
Hours of sorting by hand
You, or someone you pay, sorts every page, types in the numbers and files it. Time you could bill for.
Chasing, and chasing again
Calls and emails asking for the same slip, week after week, until the deadline.
With Dashbound
Paper in. Sorted digital files out.
Your client photographs each receipt or slip. Dashbound turns it into a digital file, recognises what it is and files it under the right client and year. The paper never has to leave their kitchen.
What happens to every photo
- 1 · Photo inA crumpled slip, shot on a kitchen table.
- 2 · Knows what it isRecognised and filed with the right client and year.
- 3 · Reads the numbersThe values you need, read for you. You check them.
- 4 · Ready for your softwareClean data you export to the accounting software you already use.
For your clients
If they can take a photo, they can use Dashbound.
One tap to join
They open your invite link and they are in. No password to make, nothing to remember.
Opens to the camera
No menus to learn. Point at the slip, tap the big button, done.
Your name on their phone
The app shows your firm's logo, so clients know exactly who they are sending to.
For your firm
See who still owes you what, at a glance.
- Every document filed by client and tax year as it arrives.
- Key values read for you. You check each one before it is used.
- Export the approved year to your accounting software in one step.
Privacy and security
Private and secure, from photo to export.
Your clients trust you with their most personal paperwork. Dashbound is built to protect it at every step.
Stored in Canada
Your clients' documents and data are kept on servers in Canada.
Each firm walled off
Your firm's clients and documents are kept separate from every other firm on Dashbound.
Only the people you choose
Clients see only their own documents. Your team sees only what you let them see.
A second step at every sign-in
Accountant accounts always need a second factor. No exceptions.
Security built in, not bolted on
Protection is part of every layer, from the phone app to your dashboard.
You have the final say
Read values are suggestions. Nothing is exported until you approve it.