Built around the way Canadian firms work
The work behind tax season, all in one place.
Bring clients, CRA filing deadlines, T1 and T2 work, secure document requests, engagement letters, and payments into one connected workspace.
Try Pro free for 14 days. No credit card. Cancel anytime.
What you can count on
- 14-day Pro trialExplore the full platform, no strings attached.
- No credit card requiredStart today without entering a card.
- Cancel anytimeNo lock-in, no cancellation fees.
- Encrypted in transit & at restYour clients’ data stays protected end to end.
- Export your data anytimeYour records are yours to take with you.
The busy season shouldn’t feel like this
Most firms don’t have a workload problem — they have a coordination problem. The work is scattered across inboxes, spreadsheets, and half a dozen apps that don’t talk to each other.
Chasing documents
You’re sending the same “still waiting on your T4s” email for the fourth time, digging through your inbox for the attachment a client swears they sent. Missing paperwork stalls every file.
Tracking deadlines by memory
Filing dates live in your head, a wall calendar, and a spreadsheet that’s already out of date. One missed deadline can mean penalties for your client — and an awkward call for you.
Juggling five different tools
A CRM here, a document tool there, a separate e-sign app, an invoicing app, and a scheduling link — none of them connected. You re-enter the same client details over and over.
Trade the scramble for a system
Nothing slips through the cracks
Every compliance deadline is tracked in one place with automated reminders, so filing dates stop living in your head. You see what’s due, what’s at risk, and what’s done — at a glance.
One placefor every filing deadlineSee every file’s status at a glance
Move each engagement through your workflow on one board — from intake to filed. You always know where a file is stuck and what’s next, without opening a dozen tabs.
Every stageon one board
Your clients do their part
Request exactly the documents you need and let clients upload them through a secure portal. Automated nudges do the follow-up, so you stop being the reminder service.
Zerochasing emails to send
Get paid faster
Send proposals and engagement letters for e-signature, then invoice and collect payment online through Stripe. Less back-and-forth from “yes” to money in the bank.
One clickfrom signed to invoiced
Everything your firm runs on, in one workspace
Client & contact management
A single source of truth for every client — contacts, entities, engagements, and history. Find who you need and what’s outstanding without hunting across apps.
Compliance deadlines & reminders
Track filing and compliance dates across your whole book, with automated reminders so you and your clients stay ahead of every deadline.
Document requests & secure portal
Ask clients for exactly the documents you need and collect them through a secure client portal — no more email attachments or shared-drive sprawl.
E-signatures, engagement letters & proposals
Draft proposals and engagement letters, send them for legally binding e-signature, and know the moment they’re signed. Start the work sooner.
Invoicing & online payments
Invoice clients and collect payment online through Stripe. Payments reconcile against the right client, so you always know who has paid.
Dashboards & insights
See the health of your firm at a glance — what’s outstanding, what’s overdue, and where files are stuck — so you can act before problems compound.
…and more, all in one workspace
Works with the tools you already trust
Connect QuickBooks Online to keep client and financial data in sync, without re-keying between systems.
Collect online payments securely through Stripe, the payments platform trusted by millions of businesses worldwide.
Connect Setmore so clients can book time with you and appointments flow into your workspace.
Try Pro free for 14 days. No credit card. Cancel anytime.
Built to protect your clients’ financial data
Encrypted in transit and at rest
Your data is encrypted while it travels to us and while it’s stored, so client information stays protected end to end.
Per-firm data isolation
Each firm’s data lives in its own isolated space. Your clients’ information is never mixed with another firm’s.
PCI-compliant payments
Card payments are handled by Stripe on PCI-compliant infrastructure — sensitive card data never touches our servers.
Role-based access control
Give each team member access to exactly what they need. You decide who can see and do what inside your firm.
Export your data anytime
Your data is yours. Export it whenever you want — no lock-in, no hostage-taking.
Try Pro free for 14 days. No credit card. Cancel anytime.
Pricing
Everything you need, for about $1 a client a month
One plan with every core feature — from client intake to delivery and payments. Add your whole contact book and team for free; pay only for the clients you actively serve. Starts at50 active clients, billed annually.
How many clients do you actively serve in a year?
Over 3,000 clients, or need unlimited seats, an SLA, or custom terms? Let’s talk.
What’s included
- Client & contact management (unlimited)
- Compliance deadlines & reminders
- Document requests & secure client portal
- E-signatures, engagement letters & proposals
- Invoicing & online payments (Stripe)
- QuickBooks Online & scheduling integrations
- Dashboards & firm-wide insights
- 20 team seats included
Questions accountants ask us
How hard is it to move my firm over?
You can be up and running in an afternoon. Set up your firm, add your clients, and start requesting documents — there’s no complex migration required to get value on day one. Higher-tier plans include onboarding assistance for your team.
How secure is my clients’ data?
Your data is encrypted in transit and at rest, and each firm’s data is isolated from every other firm. Access is controlled by role, and card payments run on Stripe’s PCI-compliant infrastructure — card details never touch our servers.
Does it connect to QuickBooks Online?
Yes. You can connect QuickBooks Online to keep client and financial data in sync, so you’re not re-keying information between systems.
Will my clients actually use the portal?
That’s exactly what it’s designed for. Clients receive a simple, secure link, see precisely which documents you need, and upload them without creating extra accounts or wrestling with software. Automated reminders handle the follow-up for you.
Do I need a credit card to try it?
No. You can start a free trial without entering a credit card and explore the full platform before you decide.
Is it built for Canadian firms and CRA deadlines?
Yes. It’s built for Canadian accounting and tax firms, with compliance deadline tracking and reminders geared to the filing dates your practice works against.
What happens when my trial ends?
When your trial ends you simply choose a plan to keep going. Nothing is deleted the moment the trial closes, and if you decide it isn’t for you, you can export your data at any time — there’s no lock-in.
Make room for better client work.
Bring your clients, deadlines, documents, and payments into one workspace — and stop letting things slip. Start your free trial today.
No credit card required. Export your data anytime.
- 14-day Pro trial
- No credit card required
- Cancel anytime
- Encrypted in transit & at rest