Practice management
Entity master with the relationship graph, engagements and acceptance checklists, task board, time and WIP, and billing with GST/HST and QST by province.
Live demo · no sign-in
Enter an entity's facts. Watch the filing calendar compute itself.
This is the production deadline engine, not a screenshot. Every date it returns carries the rule it came from, which is what makes it printable to the working paper file.
Computed obligations
6 obligations derived from the facts on the left — each with the rule it came from.
| Filing | Due | In | Authority | Basis |
|---|---|---|---|---|
| Source deduction remittance (PD7A) — regular remitter | 2026-11-15 | 31 days | CRA | ITR 108(1): 15th day of the month following the month of payment. |
| T2 balance due (YE 2026-09-30) — CCPC 3-month rule | 2026-12-30 | 76 days | CRA | ITA 157(1)(b): three months after year end for a CCPC claiming the small business deduction; otherwise two months. |
| GST/HST return — quarterly filer (period ending 2026-12-31) | 2027-01-31 | 108 days | CRA | ETA 238(2): one month after the end of the quarterly reporting period (step 3 months). |
| T4 slips and summary | 2027-02-28 | 136 days | CRA | ITR 200(1): last day of February following the calendar year. |
| Corporate annual return (registry, not a tax return) | 2027-03-14 | 150 days | Provincial registry | Anniversary of incorporation (1962-03-14); registry filing window opens on the anniversary date. |
| T2 corporation income tax return (YE 2026-09-30) | 2027-03-30 | 166 days | CRA | ITA 150(1)(a): six months after the end of the taxation year. |
Accounting under ASPE and IFRS
Double-entry books, a guided trial balance import, adjusting entries with a review chain, and balance sheet, income statement and indirect cash flow you can export to PDF or Excel.
Document intake with OCR
PDFs, images, Excel and CSV are screened, read, and normalized into vendor, date, totals and line items — then proposed as journal entries a preparer confirms.
Bank feeds and reconciliation
Connected accounts import transactions, suggest a chart-of-accounts match, and post to the selected book once approved.
Accountability trail
Prepare, verify, approve and lock on every entry, an auditor role with threaded queries back to the approver, and a hash-chained audit log with a verification routine.
Client portal, white-labelled
Your logo, colours and public website URL across the portal, email and PDFs, with versioned uploads, e-signature and QR-verifiable documents.
See it against your own book
A walkthrough runs on a provisioned beta workspace with a demo book of business, so nothing of yours has to be uploaded before you decide.