Invite your accountant or bookkeeper to a separate portal — read-only by default, with optional edit access you control. They review everything, propose (or make) recategorizations, and pull a clean year-end packet — without ever logging in as you.
No shared logins, no exports flying around over email.
Send a secure link. Your accountant or bookkeeper gets their own login — you never hand over your password.
Secure invite linkA full view of your books, statements, and year-end packet. By default nothing changes without your approval — or grant edit access and they can re-categorize expenses directly, with every change logged in your audit trail.
Read-only by default · edit optionalYour accountant or bookkeeper can flag a recategorization; you review and approve. Nothing changes without your say-so.
Suggestions you controlThey pull the T2125-mapped year-end packet and statements straight from the portal — ready to file.
T2125 year-end packetExport everything anytime, in formats any accountant, bookkeeper, or other software can read. No lock-in — stored in Canada.
Accounts line up with the Canadian self-employed tax form, so your accountant or bookkeeper picks up right where you left off.
Tax set-asides are estimates — your accountant reviews and you both verify before filing.
They get a secure invite to their own portal — no shared logins, and no extra cost to you.
Only if you let them — you choose the access level. Read / Suggest (the default): they propose category changes and you approve before anything changes — nothing changes without you. Read / Edit: they can re-categorize expenses directly, and every change is logged in your audit trail. You can change or revoke access any time.
Your books, financial statements, and year-end packet — everything they need to file.
Yes — remove an accountant's or bookkeeper's access at any time.
Free to start. Invite your accountant or bookkeeper in minutes.
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