DavDan Accounting & Tax

Your assistant is built and running

Five short videos, one for each thing DavDan AI does for you. Watch them in any order.

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1

Your weekly report

/report

Everything due this week, who it belongs to, who is late, and which clients have written back. One picture in the chat, plus a PDF you can save.

45 seconds

2

Add a new client

/new_client

Name, email, company, business number, year end and services, one question at a time. You check the summary card, and the client and company go into Bookwits.

38 seconds

3

Add tasks to a client

/add_tasks

Pick the client, pick the work from your own templates, and you set the due date. It repeats every month if you want it to.

36 seconds

4

Work through your tasks

/my_tasks

One card per client. Tick each step as you go, mark the task complete, and write to the client using your own letter. Bookwits updates as you tap.

50 seconds

5

Follow up for documents

/follow_up

Who still owes you documents, one client at a time, your own template. Nothing goes out until you tap send, and your next report shows who wrote back.

37 seconds

Two things I need from you

Both are inside Bookwits, and they take a few minutes.

  1. A Bookwits account for DavDan AI A team member of its own, with access to all of your clients, so it can see every task, check tasks off, and receive the email that comes in.
  2. An email address for DavDan AI to use So it can read and send through Bookwits. Something like info@davdan.ca or support@davdan.ca, or an address you already have.
Then: I send you the link to start talking to your assistant, and we book a short call this week so I can walk you through it.