Most Canadians search  online for

accountants

they can trust.

Hilp makes sure they choose you.

Whether you’re offering bookkeeping, tax planning, or corporate advisory—Hilp helps Canadian CPAs capture more leads, respond faster, and automate the busywork so you can focus on billable hours.

Trusted by CPAs Across Canada

35K+

LEADS MANAGED DAILY

5K+

SERVICE PROFESSIONALS ONBOARDED

$50M+

MESSAGES SENT ACROSS CHANNELS

Made for:

CPAs

Bookkeepers

Accounting Firms

Tax Preparers

Advisory Consultants

Never Miss a Lead—

Even During Tax Season

When clients reach out with questions about returns, GST/HST, or audits, Hilp makes sure they get a response—fast.

Route inquiries to the right staff based on service or urgency

Instantly send auto-replies via SMS, email, or Facebook

Use after-hours responders and voicemail drops

Keep all communication in one shared inbox

Assign follow-ups or flag VIP clients for priority

Let Your Reviews 

Do the Selling

Don’t leave your online reputation to chance. Hilp automatically asks happy clients for reviews and makes it easy to manage everything in one place.

Send review requests after advisory calls, filings, or renewals

Push reviews to your Google Business or Facebook pages

Respond to reviews directly from your dashboard

Track review volume and average star rating

Highlight testimonials on your website or landing pages

Automate Everything

You Used to Do Manually

Hilp works like a full-time admin—minus the payroll. From onboarding forms to quarterly tax reminders, everything can be set up to run on autopilot.

Use tags to segment clients by service type, priority, or filing status

Send onboarding forms or tax prep checklists automatically

Trigger reminders for quarterly filings, GST/HST deadlines, or T2s

Auto-send “next steps” after new inquiries or consultations

Build renewal workflows for annual clients

Book Client Meetings Without the Back-and-Forth

During tax season, your time is limited. Hilp helps you avoid the scheduling shuffle with smart calendar tools.

Share booking links via email, website, or landing pages

Create dedicated calendars for tax consults, onboarding, or follow-ups

Sync your schedule with Google Calendar or Outlook

Send confirmation texts and email reminders

Let clients reschedule or cancel without needing to call

Track Your Practice

Pipeline Like a Pro

Even service businesses have pipelines. Hilp lets you track leads from interest to engagement, so no opportunity slips through.

Drag-and-drop deals from “Inquiry” to “Signed” to “Filed”

Create custom stages for your client journey

Assign tasks, set internal notes, and manage team collaboration

Forecast monthly revenue from upcoming engagements

Analyze source and conversion rates by channel

Frequently Asked Questions

Here’s What People Usually Ask (And What You Should Know Too)

Can I use Hilp for my tax, advisory, and bookkeeping clients?

Yes! You can tag clients by service type and automate different workflows for each. Set reminders for key dates and personalize communication accordingly.

Is Hilp CRA-compliant or secure for Canadian clients?

Hilp is designed to follow privacy best practices and can be used with security-conscious workflows. Our team can guide you through compliant setup options.

Will Hilp work with my current calendar or invoicing system?

Absolutely. Hilp integrates with Google Calendar, Outlook, Stripe, PayPal, and many other third-party tools. You can even build custom workflows using Zapier.

Can I send automated reminders for quarterly or year-end tasks?

Yes. You can build automations for T1 filings, GST/HST due dates, year-end reviews, and anything else your clients need to remember.

How quickly can I get started?

Most CPAs are fully set up within 1–2 business days. We’ll help you configure your system, build basic automations, and even import your contacts if needed.