Journal

Notes for practice owners

How small Canadian firms leave the spreadsheet without adding another system.

6 articles 5 topics Practical, no-fluff reads

All 6 Practice tips 1 Product updates 1 Billing & payments 2 Busy season 1 Client experience 1

Product updates

Oct 13, 2026 8 min read

Introducing client journey view

See quote, invoice, and receipt status on one screen.

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Let's talk

Ready to run your practice on one board?

Tell us about your firm and we will walk you through clients, quotes, invoices, and payments, live and without the sales script.

Dashboard

Avery Cole avery@northledger.demo

Dashboard cards open the matching module. Numbers here are sample figures for a demo firm.

Track services

Card	Client	Status
SC-2401	Maple & Co.	Filed
SC-2402	Harbour Books	In review
SC-2403	Northwind Retail	Info received

Filters

Clients

No	Full name	Email	Tags	Legal type
1-DM	Maple & Co.	office@maple.demo	—	Corporation
2-DM	Harbour Books	hello@harbour.demo	—	Company
3-DM	Northwind Retail	ap@northwind.demo	—	Corporation
4-DM	Lena Patel	lena@patel.demo	—	Person

Create service card

Client

Business line

Service

T1 Personal return

List fee updates when you add the card. Status starts at Info received.

Fee $120.00

Track services

Team Avery Cole

Dates 2026-01-06 — 2026-04-30

Service card SC-2026-001

Manage quotes

Quote	Client	Amount
QT-1044	Maple & Co.	$240.00
QT-1045	Harbour Books	$80.00

Manage invoices

Invoice	Client	Status
INV-2201	Maple & Co.	Paid
INV-2202	Northwind Retail	Pending

Payments

Client

Start

End

Date	Client	Receipt	Method	Amount	Action
2026-02-12	Maple & Co.	PR-2026-0009	Bank	$240.00

Bank accounts

Operating

Holder: North Ledger Demo
Bank: Sample Credit Union

Trust

Holder: North Ledger Demo
Bank: Sample Trust

Business lines

Tax

Accounting

Consulting

Marketing

Services

Name	Line	Fee
T1 Personal return	Tax	$120
Monthly bookkeeping	Accounting	$80