One secure place for your clients' forms and tax deadlines
Tax firms send questionnaires, collect answers and publish verified deadlines. Clients see what's due and fill in forms from their phone.
Forms that get finished
Questionnaires clients can complete on any device, with autosave and reminders.
Deadlines you can trust
Every date is entered and verified by the firm before a client sees it.
Private and Canadian
Client data stays in Canada, and every action is logged.