Check this out
https://www.bertmulder.com/2026/03/04/e-courier-tax-checklists/
I was wondering if you get info from people that were never tax clients before. And if so, how do you assess you want them as clients?
Yes, I often do. I assess them by
- the info provided (or lack of providing there of)
- their apparent honesty or lack thereof
- Their willingness to work with me and pay my fee.
Pretty slick, sir!
I ask them if they are able to access their “My Account” so they can authorize me to access their account through “Rep a Client” as I won’t do the tax for anyone new if I can’t access the CRA file.
@Cameron do you think you could develop Doxcycle to help import my checklists into Taxcycle? That would be worth some $$$ 
@BertMulderCGA Pretty nice - but you have a missed word in the second to last tick box line “I would like to a printed copy…” should have “receive” in there.
I’m waiting on support to for the latest API package to see exactly what’s possible. In the meantime, if you’d like, send me a message and I can share a link. It’s definitely doable, may not be perfect but if you can get the data into a compatible Excel format, a simple import works. We’re already doing it with the info page and dependents, which is at least a good starting point.