Periodic tasks
Stays on record.
Star category
Tax and accounting 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 tax and accounting-focused offices, periodic work, document requests and billing run in order. Fixed monthly services are billed automatically.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
The rhythm of recurring work
Recurring work such as GST/HST, payroll and year-end is put into the calendar for each client with an owner and date. Fixed-fee services turn into a draft bill each period automatically.
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, GST/HST and payroll rules change constantly; their accuracy is the responsibility of the specialist and the relevant software.
Frequently asked questions
Does this replace accounting software?
No; it manages workflow, documents and billing and works alongside accounting software.
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