Shared To-Do list
See outstanding requests, responsible people, due dates and status.
How We Work
Know what is happening with your file
After an introduction, we review your file, agree on scope and coordinate the work that follows. For ongoing engagements, your Client Workspace keeps requests, records, decisions and upcoming obligations in view.
Your Client Workspace
The work and decisions in view
For ongoing work, one shared place shows what needs your attention, who is responsible and what happens next.
Corporate records library
Find the records behind your accounting, filings and corporate decisions in one organized place.
Upcoming compliance
See filing obligations and follow-up items before deadlines arrive.
Questions and decisions
Keep the reason for a treatment or action connected to the work it affects.
Corporate records library
Your corporate records, organized in one place
The Client Workspace holds more than bookkeeping receipts and vendor invoices. It brings together the documents that explain your corporation's history, obligations and financial decisions.
Structured information helps you find records by what they relate to, without navigating complicated folder trees. Supporting documents stay connected to the accounting, filings and decisions they support.
What you can find
01
Corporate foundation
Incorporation documents, shareholder records and meeting records.
02
Accounting and year-end
Supporting records, financial statements and year-end documentation.
03
Tax and correspondence
Income and sales tax filings, elections and government correspondence.
04
Owner transactions
Shareholder loan support and records of related decisions.
When a question arises or a record is requested, you can locate the relevant document and see the work it supports.
How engagements begin
From first conversation to agreed work
Every engagement starts with a conversation and an Initial Review. The services and access that follow are matched to your file.
- 01
Introduction
We discuss your business, current situation and whether working together makes sense.
- 02
Initial Review
We assess records, tax accounts and outstanding obligations. This typically takes 2 to 5 business days once documents are available.
- 03
Scope and fees
We discuss findings, agree on the work and identify any cleanup that needs separate attention.
- 04
Appropriate access
We arrange the representative, software and information access needed for the agreed scope.
- 05
Work begins
We carry out the engagement. For ongoing work, requests and obligations are coordinated in the Client Workspace.
If the Initial Review identifies cleanup, we define and quote that work separately before ongoing services begin.
Authorized Access
Access matched to the work
Where secure access is available and appropriate, we review relevant account information directly. We still ask for supporting records and your decisions when needed.
A one-time project and an ongoing engagement can need different permissions. We explain each access request during onboarding.
What Authorized Access covers
CRAFiling status, account balances, notices and correspondence at the representative level you authorize.
Revenu QuébecRepresentative account information where Québec filings apply.
QuickBooks OnlineReview or bookkeeping permissions according to the agreed work.
Bank informationSupported information connections, subject to your institution and authorization.
You stay in control. You can revoke representative, software or bank-connection access. Tell us when access changes so we can address its effect on the work.
Approvals remain required. Bank information access does not authorize us to move money. We obtain required approvals for filings and payments.
Start with a conversation
Start with a clear picture of your file
Share your current situation and we can discuss whether an Initial Review is the right next step.