Technology & partners
The tools that power our practice
We use industry-leading accounting software so your books are accurate, accessible, and ready to share with banks, investors, or CRA whenever you need them.
Our ecosystem
Trusted software, modern workflow
We're platform-agnostic when it comes to your preference, but we believe strongly in cloud-based accounting. It means real-time visibility into your financials, easier collaboration, automatic bank feeds, and fewer surprises at year-end. Whether you're already using one of these platforms or coming to us with a spreadsheet and a box of receipts, we can work with what you have.
Our preferred platforms are listed below. If you're not currently on any cloud accounting software and want our recommendation for your business type and size, ask us — we'll point you to the right fit.
Accounting & bookkeeping
QuickBooks
Cloud accounting
Xero
Cloud accounting
Sage
Accounting & payroll
Wave
Small business accounting
Tax preparation
TaxCycle
T1 / T2 preparation
Profile (Intuit)
Professional tax software
CRA My Account
CRA online services
EFILE
Electronic filing
Document management & client portal
ShareFile
Secure client portal
DocuSign
Digital signatures
Dext
Receipt capture
Hubdoc
Document collection
Prefer a different platform?
We work with a wide range of tools. If you're using software not listed here, get in touch and we'll confirm compatibility. Transitioning platforms is also something we can help with.
Contact usMove your books to the cloud. We'll guide the transition.
Modern accounting platforms make everything easier — for both of us. Ask us about getting set up.