The fastest way to get documents from clients — without the email back-and-forth.
Vylan turns the messiest part of tax and bookkeeping season into a checklist your client can finish on their phone. You stop sending follow-up emails. They stop forgetting attachments. Everyone moves on.
Reclaim the hours you spend chasing paperwork.
The average firm we talked to spends 6+ hours a week emailing clients for missing slips. Vylan automates that work to zero.
Magic-link onboarding means clients act in minutes instead of days. Your engagements close on schedule, not on hope.
Claude reads each upload and flags the wrong slip before it reaches your queue. No more re-asking for the right T4.
AI document checks
Every time a client uploads a document, Claude reads it. If it's the wrong slip, the wrong year, a blurry photo, or a missing page, you'll know before it ever lands in your queue — and your client gets a polite, bilingual nudge to fix it. You spend your time on the work that actually pays.
- Spots the wrong document — wrong slip, wrong year, missing page — before it reaches your inbox.
- Catches blurry photos and partial scans, then asks the client to re-take them on their phone.
- Sorts uploads by type (T4, T5, RC slips, receipts) so your queue stays organized for you.
- Sends the retry request automatically — no extra clicks, no chasing.
T4 — 2025
right-doc detectionAI document checks
Catch when a client uploads the wrong slip before it costs you an hour of email back-and-forth.
T4 - 2025
Document verifiedDocument verified
Claude confirmed the right slip, the right year, and a clean scan. Filed and ready for tax prep.
When it's right, it just flows
When the upload checks out, Claude tags it, files it, and lets your client know it landed. No follow-ups, no re-asking, no second-guessing. The slip is exactly where you need it when you sit down to do the return.
- Confirms the document type, year, and image quality the moment it's uploaded.
- Auto-tags and files it in the right client folder for the season.
- Sends the client a bilingual confirmation so they know you got it.
- Frees you up for the actual tax work instead of chasing paperwork.
Built for accounting firms
Pick a template (T1, T2, bookkeeping), send a magic link. Your clients log in to nothing.
We nudge your clients on your behalf, at the right time, in French or English.
How it works
No card required. Add a few clients, pick a template, you're ready.
Your client clicks once, uploads their slips on their phone. No password, no app to download.
AI flags the wrong document before you have to. You spend your time on actual accounting work.
Ready to stop chasing?
Get your firm set up in under two minutes. No credit card. No tutorials. Just a cleaner inbox.