Missing documents cost accountants prep time

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

How much time do accountants spend chasing missing documents?

Firms report hours per week during peak season on reminder emails and file sorting — time that does not map cleanly to billable prep. A missing-item dashboard reduces surprise gaps when you open the return.

What are the most commonly missing T1 items?

RRSP receipts, medical expenses, rental statements, amended T4s, and investment T5/T3 slips when Auto-fill is incomplete. Track each on your intake checklist.

Does Hivi-X automatically email clients for missing slips?

Yes. When you share a checklist by secure guest link, Hivi-X emails the client up to three reminders — a few days in, before the due date, and after it — each naming the items still missing. You can switch them off per checklist.

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