Everything the suite does, product by product.
Each feature below is in the product today or marked otherwise on its page.
My week
See what you owe this week, what is waiting on a client and what is ready to file, across every engagement.
Compliance calendar
Filing deadlines follow published CRA holidays. Overdue and unconfirmed dates are flagged before they cost you.
Client accounts
Year-ends, next deadlines and unbilled time for every client in one list you can filter and group.
Year-end checklists
Each engagement carries its own checklist, with tasks split between your team and the client.
Statement review
Every line gets an account and a sales-tax treatment. Anything uncertain waits for you with a reason.
Reports that open from the ledger
Balance sheet, income statement, trial balance and general ledger, all read from posted entries.
Receipts library
Receipts are kept as evidence and matched to the bank line they belong to.
oh my ai, on the page you are on
Ask about the books in front of you. It drafts and explains; you press Post.
Pay runs in three steps
Set the period, enter and calculate, then approve and publish stubs.
CRA remittances
See what is owed per period, what has been paid and what is past due.
Year-end verification
Every employee is checked before T4s are generated, and each issue names the box it affects.
Employee portal
Staff open their own pay stubs and tax documents.
Dividends with the paperwork
Declare a dividend and capture the directors' solvency confirmation alongside it.
Completeness at a glance
Overdue annual reports, missing registered office, unissued shares: listed with a fix beside each.
Client document requests
Clients get one link, a list of what is needed and a deadline.
Claims you can approve
Group approved receipts and travel entries into a claim. A separate reviewer approves it, then you can export the claim to CSV or PDF.
Capture receipts
Take a photo, upload a file or forward receipts by email. Import a card or bank statement CSV, review suggested receipt matches and confirm the links.
Mileage and per diem claims
Record kilometres and an agreed rate for mileage, or dates and a daily rate for per diem. Each entry waits for a separate reviewer to approve it.
