The complete practice management platform for Canadian accounting firms. Client management, task automation, payroll, CRA filings, and a client portal — all in one place.
Purpose-built for Canadian accounting firms. Manage clients, automate workflows, run payroll, and stay CRA-compliant — from one platform.
Manage multiple client organizations from one dashboard with role-based access and complete data isolation.
Create, assign, and track tasks across all clients. Automated workflows with deadline tracking and Kanban boards.
Send document requests to clients with one click. Auto follow-ups, customizable templates, and portal integration.
Branded portal where clients view tasks, upload documents, and communicate securely with your team.
Automated CPP, EI, federal and provincial tax calculations. Generate CRA-compliant T4, ROE, and XML filings.
Timesheet submission, leave request workflows, and approval chains for your entire team.
Manage employees, departments, and org hierarchy with granular role-based permissions.
Firm dashboard, compliance reports, and workforce analytics with export capabilities.
Run payroll with real-time tax calculations, multi-province support, and payslip generation.