The workflow
A clear, repeatable process that keeps your firm organized and your clients informed at every stage.
Send a branded onboarding link in seconds. Your client creates their portal account and instantly has a secure space to collaborate with your firm.
Create document requests with clear descriptions and due dates. Clients upload T4s, receipts, and other files directly into their portal — no more email attachments.
See real-time workflow visibility across every client and engagement. Know exactly who has outstanding items and what needs attention at a glance.
Review uploaded documents, prepare returns, and manage your internal workflow. Everything stays organized in one place so nothing slips through the cracks.
Clients sign T183 authorization forms and other documents digitally within the portal. No printing, scanning, or mailing required.
File with CRA, deliver the final return to your client, send the invoice, and archive the engagement. The entire lifecycle in one workflow.
The client experience
A clean, intuitive portal that makes working with your firm feel effortless. No training required.
3
Tasks
2
Messages
Active
Status
Recent
Clients log in to a clear, uncluttered overview showing pending tasks, recent messages, and the status of their return. No confusion, no learning curve.
A guided upload experience walks clients through exactly which documents you need. Drag-and-drop or mobile upload makes it effortless.
Clients always know where things stand. Real-time progress indicators show whether their return is in review, ready for signature, or filed.