Clean client packages. No chasing.
Clients capture all year. You get a tax-ready package with every receipt attached, and a portal to request what’s missing.
Every client, one view of readiness.
See who’s at 100%, who’s stuck and why. Request missing receipts in bulk.
- Practice portal Arrives after launch
- Bulk requests and exports
- Scoped access clients can revoke in one tap
Packages you can actually work with.
Summary PDF, CSV and every receipt image, totalled by T777, T2125 and GST/HST line.
- Asha Mehta at Hollis & Mehta CPA receives Priya’s package
- Lock a year once you’ve reviewed it
- Export straight to your workflow
Free seats for the first 100 firms.
Accountant plans are $99 a month for 25 clients, plus $3 per extra client. Your referred clients get 20% off their plan.
- First 100 firms: free Accountant seats
- Client billing pass-through
- 2 months free on yearly
for 25 clients, then $3 per client · 2 months free yearly
Talk to us about early access“Two clients sent me complete packages in March. I didn’t chase anyone.”
Sample accountant · CPA, Mississauga
Common questions
When is the accountant portal available?
The practice portal ships in a later phase, after the February 2027 launch. Clients can already share packages with you from day one.
Can I see everything in a client’s account?
No. Access is scoped to the tax years they share, and they can revoke it in one tap.
Do clients pay less if I refer them?
Yes. Accountant-referred clients get 20% off.
Bring your clients in before tax season.
The first 100 firms get free Accountant seats.
