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Entity Records
Maintain structured profiles for every corporation — directors, officers, shareholders, cap tables, and key dates in one place.
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Minute Books & Documents
Auto-generate resolutions, registers, share certificates, and full minute books as print-ready PDFs in English or French.
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Structure Charts
Visual org charts showing ownership percentages and governance structure for every entity you manage.
✅
Compliance Tracking
Never miss an annual return, AGM, or T2 deadline. Automated reminders keep every client on track across all jurisdictions.
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Client Onboarding Portal
Send clients a secure link to upload their documents and complete their intake — no account needed on their end.
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Billing & Invoicing
Create and send invoices, track payments, and monitor outstanding balances — all inside the same platform.
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Canadian Incorporations
Federal CBCA, Ontario, BC, and Québec incorporations with jurisdiction-specific forms and filing workflows built in.
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Secure & Role-Based Access
Firm-level access control keeps each client's data separate. Your team sees only what they need to.
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Fully Bilingual EN/FR
Every document, portal, and interface is available in both English and French — essential for Canadian practice.