Your team builds the workflow once — client onboarding, T2 prep, CRA notice response, payroll compliance. Then runs it for every client. No code. No IT. Just your firm's expertise, automated.
Built AI-native from day one — not bolted on.
Every CRA and IRS deadline calculated from your fiscal year end.
Full support for Canadian (CRA) and US (IRS) tax calendars.
Export any deadline to Google Calendar or download as .ics.
Track every client, their business type, fiscal year, and deadlines in one place.
Build no-code workflows — checklists, email drafts, CRA explanations — powered by AI.
Manage your firm with shared workflows, client lists, and run history.
Start free. Upgrade when your firm grows. All prices in CAD.
Solo practitioners getting started
No credit card required
Growing firms that need the full platform
All plans include AI features. We don't charge extra for AI — you pay for outcomes, not buzzwords.
| Feature | Free | Pro |
|---|---|---|
| Client management | ||
| CRA deadline tracker | ||
| Email and checklist templates | ||
| Basic AI drafting | ||
| Audit logs (CRA IC05-1R1) | ||
| Advanced workflow automation | — | |
| AI notice triage | — | |
| Custom workflow builder | — | |
| Integrations (QBO, Xero, TaxCycle) | — | |
| Bilingual (EN + FR) | — | |
| Reporting and analytics | — | |
| Users | Up to 3 | Unlimited |