What we offer

The work small firms actually run

Clients, service cards, quotes, invoices, and payment receipts, all on one board.

6 capabilities Built for Canadian practices

All 6 Core platform 2 Workflow & tracking 2 Money & settings 2

Record every e-transfer or cheque against the right invoice, issue a receipt, and print a client statement for any date range...

Set your business details once, then let them print correctly on every quote, invoice, and receipt, with the terms you chose.

How it works

From first call to final receipt in four steps

Every piece of work follows the same path, so nobody on your team has to ask where a client stands.

Create one profile with contacts, legal type, and tags. Everything else attaches to it.

Pick the business line and service. Fee, tax, team, and status travel together.

The accepted quote becomes the invoice. The number you agreed is the number you bill.

⁴

Log the e-transfer or cheque and issue a receipt that sits next to the work.

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

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

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

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