Service · Accounting firms
A tool that keeps your client files organized and protects their information
Your clients send their documents by email, by text, on paper, through ten different portals. Your team re-enters the same figures, chases missing documents and tracks deadlines in a spreadsheet. We build a tool that brings everything together in one place, while keeping your clients' information safe.
- Where
- Québec · remote
- Privacy
- Law 25 · data in Canada
- Starting point
- one firm, one pain point
What it costs to run everything in Excel and your inbox
The numbers, you master. It's the flow of documents and the file tracking that eat into your evenings — especially in the middle of tax season.
- Client documents arrive by email, by text, as blurry photos or on paper, and no one knows whether the file is complete
- You re-key the same amounts from a statement into your software, and a typo slips through
- GST, QST, T1, T2 and instalment deadlines live in a spreadsheet someone forgets to update
- No way to see at a glance where each file stands: received, in progress, waiting on the client, under review, done
- You chase clients one by one for missing documents, in endless back-and-forth
- Sensitive information (social insurance numbers, financial statements) sits in unencrypted emails
- When an employee leaves, their files and client conversations leave a little with them
What a tool built for your firm fixes
Secure client portal
Every client drops their documents in one place, behind a protected login. No more sensitive files travelling by email.
Automatic entry and filing
Incoming documents are read, named and filed in the right client folder. Your team validates instead of re-typing everything.
Deadline tracking
GST, QST, T1, T2, instalments: dates are calculated and flagged ahead of time. No more forgotten spreadsheet, no more missed deadline.
File progress board
At a glance, you see where each file stands and who owns it. Nothing sits forgotten in a corner.
Automatic client reminders
When a document is missing, the client gets a polite reminder, all by itself. You stop chasing paperwork.
Access logs
You know who opened which file and when. A clear trail, useful for compliance and for your own peace of mind.
Your clients entrust you with their most sensitive information
An accounting firm handles the most private data there is: income, social insurance numbers, financial statements. Québec's Law 25 requires you to protect it — and it's also a matter of trust. Your data is hosted in Canada, access is controlled and logged, and the tool stays yours. We start small, with the pain point that costs you the most, without turning everything upside down.