For Canadian accountants and bookkeepers

Built to chase your clients so you never have to.

Connect your Gmail. Progressly reads your client conversations, figures out which documents are missing, and drafts personalized follow-ups. You approve. It sends from your own address.

Get started — freeSign in →No credit card · Connects to Gmail in under a minute
Progressly — Morning Brief
0 emails analyzedScanning
Good morning. Here's who needs a follow-up today.
Reading your inbox…
Sarah Chen
Scanning…
Marcus Patel
Scanning…
Émilie Tremblay
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David Kim
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What it does

It reads, you don't
The agent scans your sent and received email to figure out which clients owe what — without you setting up a single checklist.
Drafts in your voice
A personalized follow-up per client, listing exactly the documents still missing. No templates, no robotic tone.
Sends from your Gmail
Approved drafts go out from your own address. Clients reply to you, not to a noreply@ nobody.

How it works

01
Connect Gmail
One-click OAuth. Read access to find requests, send access to follow up as you.
02
The agent scans
Reads the last year of mail. Identifies your clients, what you asked for, and what they've sent back.
03
Review the drafts
For each client missing documents, the AI writes a personalized follow-up. Edit, approve, or skip.
04
Sent from your inbox
Approved drafts send from your Gmail. Replies come straight back to you, like normal.

Stop chasing. Start approving.

Built for Canadian personal tax. Connects to Gmail in under a minute.

Get started — free