Practice management
Practice management software built for Canadian accounting firms.
Clients, jobs, deadlines, time and billing in one place, connected to the books and the working papers. No more switching between a CRM, a task tracker and a billing tool.
Client profiles
Individuals, corporations, partnerships and trusts, each with its own profile and linked to the people and related entities behind it. Every change is kept with its effective date.
Pipelines for every return
Separate pipelines for T1, T2, T3 and T5013 work, with clear stages from engagement letter to filing. A file moves on only when its stage is complete.
Deadline engine
Deadlines for T1, T2, T3, T5013, GST/HST, PST, slips and instalments are built from each client's profile, so nothing depends on memory.
Jobs and tasks
Recurring jobs created from the profile, tasks with preparer and reviewer steps, and search across every open task.
Time, WIP and billing
Log time against jobs, track work in progress, issue invoices and collect payment by card or pre-authorized debit.
Engagement letters
Generate engagement letters from your firm's templates and send them for e-signature. The signed copy is saved to the client file.
One record of every client, from onboarding to sign-off.
Practice management sits on the same platform as the ledger and the compilation workspace, so a client's status is always current. There's nothing to re-key and no second system to update.
- Roles for partners, team members and admin staff
- Questionnaires and document requests
- Client communication in one inbox
- Permanent change history on every record
Now in beta. Accepting new firms.
Pricing is quoted firm by firm. Tell us about your practice and we'll arrange a walkthrough.