Document collection
Clear and fast.
Property type
Fiduciary and accountancy for law and fiduciary offices across the U.S.
Work is planned in short sprints with a demo at the end of each, so you can change direction early. For fiduciary and trust offices: client file, document collection and billing in one place. Clients upload their documents through the portal.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
Without chasing documents
The requested documents go to the client as a list; missing items are reminded automatically and uploaded documents land in the right file. For period end, tasks, deadlines and bills are held in the same record.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Canadian specifics
Accounting and audit standards belong to the firm and its specialists; the system organizes workflow and documents.
Frequently asked questions
Does our accounting program stay?
Yes; the system works alongside it and passes data across.
Related topics
Accounting export
Accounting export for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreBilling and Stripe
Billing and Stripe for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreClient portal
Client portal for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more