Progressly reads the inbox you already use. It learns which clients still owe you which documents, drafts the follow-up for each one in your own voice, and waits for you to approve before anything leaves your address.
The agent quietly scans your sent and received correspondence, recognises who is a real client, and tracks what you have asked them for against what they have sent back. No spreadsheets. No checklists. No copy-pasting names.
Each draft is written from scratch around what is missing for that specific client. No templates. No robotic boilerplate. A quick glance, your approval, and the message goes from your own address, not from us.
When a client replies with a document attached, the agent reads the file, identifies what it is (a T4, a medical record, an invoice, anything), checks how confident it is in the match, and flags the right requirement as received. Borderline matches are surfaced for your review. Wrong-year or wrong-doc submissions are quarantined.
Some clients send PDFs by email. Others won't, or shouldn't. Generate a private link for any client and the work moves there instead. They open it on their phone or laptop, drop their files in, and the same agent checks each one for accuracy. No portal logins. No app to install. The same checklist either way.
“Mon Dieu, c’est vraiment très bon.”
“That is a big issue that all accounting and tax firms face. Chasing down clients to sign docs and get accurate docs and info to us is a huge bottleneck that seems like there is no real solution for.”
“That is an excellent idea. Trying to get paperwork is a time consuming process, and we get the wrong documents all the time.”
“I think there is a niche, there’s a market that exists there. I haven’t seen any other company doing your idea.”
“Mon Dieu, c’est vraiment très bon.”
“That is a big issue that all accounting and tax firms face. Chasing down clients to sign docs and get accurate docs and info to us is a huge bottleneck that seems like there is no real solution for.”
“That is an excellent idea. Trying to get paperwork is a time consuming process, and we get the wrong documents all the time.”
“I think there is a niche, there’s a market that exists there. I haven’t seen any other company doing your idea.”
Used by accountants, lawyers, and other professionals whose work waits on someone else's documents. Connects to Gmail or Outlook in under a minute. No credit card asked of you at the door.
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