Start onboarding clients the smart way.
Everything your firm needs to collect documents, manage clients, and stay organized — in one platform built for Canadian accountants.
Token-based client portal
Clients get a unique secure link — no passwords, no friction.
Automated email notifications
Invites, reminders, and submission alerts sent automatically.
Document management
ID, tax, banking, and minute book files — all organized by client.
Built for Canada
CRA business numbers, T4s, NOAs — the workflow fits your practice.