Invitation
Agenda and documents.
Management feature
Owners’ meeting invitation, votes and minutes in one flow, for U.S. teams
We build for how Canadian small businesses really operate: GST/HST that changes by county, T4A contractors, and peak seasons that differ by region. When invitations, proxies, vote counts and minutes live in separate files, the decision history gets scattered. The system sends the invitation, records attendance and votes and links minutes and decisions to the records.
- English and community languages
- Stripe and CAD
- Roles and audit log
Meeting preparation
Agenda items are added, documents attached and the invitation sent by e-mail. Owners reply; those giving a proxy are entered on the list.
Deadlines and majority rules come from settings you define.
Votes and minutes
During the meeting the result of each item is recorded. A draft of the minutes is created automatically, management edits it and the approved version goes to the archive.
No assessment of legal validity is made.
Your benefits
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Canadian-specific points
For condominium ownership (STWE) the meeting format, majorities and deadlines depend on your regulations and the legal framework. The system holds them as configurable fields; it does not give legal advice.
Frequently asked questions
Is online participation possible?
Attendance and vote entry are done in the system; a video meeting tool is used separately.
Can old decisions be searched?
Yes; by year, topic and unit.
Related topics
Condominium and value shares
Condominium: value shares, allocation and owner accounts in one place in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreDocument archive
Document archive: every file linked to the right building, unit and person in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreNotices and messaging
Notices and messaging: right building, right residents, logged delivery in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more