Resources
Learn it once. Find it again.
Guides, help and plain answers for firms and the businesses they serve.
Guides
Guide
Firm setup
Create your firm and invite your team.
GuideClient setup
Add a client once, use it in every product.
GuideRoles and access
Decide who can see and do what.
GuideRequest client documents
Send one link with a list and a deadline.
GuideWhen a statement does not balance
Find the difference before you post.
GuideReviewing a remittance
Check what is owed to the CRA for a period.
Help by product
More
Compare products
Which product does which job.
Security and data handling
Where data lives and who can reach it.
Glossary
Canadian bookkeeping and payroll terms, in plain words.
Coming
Training
Short courses for new team members.
Coming
Webinars
Live walk-throughs with questions.
Coming
Customer stories
How firms use the suite.