Built around how bookkeepers and accountants actually work
Several client companies under one login, statements that tie without a spreadsheet, review links you can hand a colleague without handing over the keys, and a year-end that speaks GIFI.
Full product, no feature tiers. Every new account is approved personally.
Client-ready statements on demand
Trial balance to cash flow without exporting to a spreadsheet first. Every report re-checks the books when it opens, so the numbers cannot lag what was entered, and the same figures drive the month-end close.
Review without risk
Give an outside reviewer a scoped, read-only, revocable link to one company: they see that company's summary and nothing else. Team members get roles instead: admin, accountant, sales or viewer.
Year-end that cooperates
GIFI both directions, so the books and the T2 software finally speak the same language. IIF and CSV exports for Caseware, TaxCycle and desktop accounting software carry every line with its category.
Receipts handled at the source
Clients snap receipts with their phone or email them to the workspace's private address. Each one is read, filed and matched automatically, so the shoebox never reaches your desk.
A person answers
Every account is approved personally, and questions get a reply from someone who knows the product, not a ticket queue.
90 days to be sure
The full product, long enough to run a real month-end, three of them, before you commit. No feature tiers, nothing held back.
Questions from practices
Can I manage several clients?
Yes. Each client is a company with its own accounts, reports, remittance and month-end close, all under one login.
How do I give a client access to their books?
Invite them as a user with a role that fits: admin, accountant, sales or viewer. Two-factor authentication can be required for the whole company.
What does the trial cost?
Nothing. The full product for 90 days, and every account is approved personally.
Run three real month-ends on us.
The full product for 90 days. Import your existing books and see for yourself.