Recurring collection,without chasing the slips.
Payroll every week, the year-end file every January: meo sends the request on the planned date, to one client or to all your clients at once. Your client uploads everything without creating an account, and meo follows up until the due date. Import your clients and start the same day.
Every Friday, the request goes out on its own. The week’s payroll is in before Monday noon.
Weekly payroll
ActiveEvery week on Friday at 9:00 · 150 people
Next send
Nov 13, 2026 at 9:00History
- November 6, 2026 at 9:00142 of 150 received
- October 30, 2026 at 9:00150 of 150 received
- October 23, 2026 at 9:00150 of 150 received
The year-end file to your 60 companies, in one send. One identical request per client.
Participants
Group send · 60Tags
Or one single request, for both spouses. You see what is missing, per person.
- Created
- Sent
- In progress
- 4Completed
Completed on March 14
- T4 and Relevé 1 slips2 files · received on March 9
- Relevé 3 and T51 file · received on March 12
- Changes since last year1 answer · received on March 9
- SIN1 answer · received on March 9
- Engagement lettersigned by Marc Roy on March 14
- T4 and Relevé 1 slips1 file · received on March 10
No account for your client. A link, a code, and they upload from their phone.
- Tax slipsRequisGlissez-déposez ou cliquez
- Contact detailsRequisCommencer
- Engagement letterÀ signerSigner
Reminders go out on their own. They stop once everything is in.
History
Submitted 2 documents
Sept. 28, 2026, 10:12Reminder sent
Sept. 26, 2026, 14:30Email DeliveredSMS Delivered
Reminder sent
Sept. 29, 2026, 14:30Email DeliveredSMS DeliveredReminder sent
Sept. 26, 2026, 14:30Email DeliveredSMS Delivered
Your firm is ready the same day. Import your clients from a file; your request templates are already there.
Column mapping
Match each Meo field to a column from your file. We suggested an automatic mapping.
The SIN arrives encrypted, not by email. Every view stays in the log.
Activity log
Émilie Roy submitted the information Social insurance number
March 9 · 10:12Jake Morin viewed the note Social insurance number
March 12 · 14:02
For your practice
- Templates includedRequest templates ready when you sign up. Edit them or build your own.
- Import your clientsAn Excel or CSV file, up to 5,000 contacts at once.
- Engagement letter and authorizationsAny PDF to sign, in the same link as the documents. The signature carries its date and time.
- Handing over the returnHand over the return you prepared in the same request, with a dated confirmation of receipt.
- Your client’s written confirmationYour client confirms they sent the documents available to them. The confirmation is dated and cannot be changed afterwards.
- Hosted in Montréal, CanadaYour documents and your clients’ details are hosted in Montréal, encrypted at rest.
Frequently asked questions
All questionsDoes meo work alongside my tax or accounting software?
Yes. meo collects, files and keeps your clients’ documents and details, next to your software. You download a file or a document whenever you need it.
How long are documents kept?
You set a duration per document type: seven years by default for slips, statements and notices of assessment. CPA Québec’s regulation asks for at least five years after the mandate, and the CRA six years for the e-filing authorization. meo warns you before the deadline.
What about a practice inspection?
The documents your client gave you, their answers and their confirmation stay in the file, dated, with each file’s fingerprint. Every access is in the activity log, and you download the file when asked.
Can I send the same request to all my tax clients?
Yes. Put a tag on your clients, then choose Group send: each client gets an identical request with their own link, and you follow them all from a single page. Schedule it every year on the same date: meo reads the tag again at each send, and a client added during the year is included in the next one.
What about the weekly collection?
Schedule the request every week, on the day and at the time you want, with its due date and its reminders. Every send stays in the history, with who handed in everything and who is late.