Switching to a new system shouldn't take weeks. Import your client list from a CSV, generate all filings in bulk, and let the guided onboarding wizard walk you through every setting. Your firm is up and running in an afternoon.
How It Works
Upload a CSV file. Map columns to fields. Preview the data. Click import. 200 clients in your system in minutes.
Select clients, pick filing types, generate all filings at once. Deadlines auto-calculate. No clicking one by one.
Guided onboarding walks you through: organization details, filing types, users, email settings, reminder configuration. 6 steps to fully configured.
Feature Deep Dive
Everything you need to go from zero to fully operational in a single afternoon.
Upload a spreadsheet with client data. Map columns, handle duplicates, preview before importing. Supports business and personal clients.
Separate import specifically for personal tax clients. Map family relationships, link to business clients, auto-create T1 filings.
Select a group of clients and generate filings for all of them at once. Choose filing types, set fiscal years, generate hundreds of filings in seconds.
Update filing statuses in bulk. Move 50 filings to "In Progress" at once. Change assignees across multiple filings. Bulk reminder method updates.
6-step setup: Organization → Filing Types → Users → Email → Reminders → Done. Progress tracking. Skip steps and come back later.
Import previews show warnings for missing fields, duplicate entries, and format issues. Fix before importing. No bad data in your system.
Import Preview
| Status | Client Name | Business Number | |
|---|---|---|---|
| Ready | Maple Leaf Holdings Inc. | 123456789RC0001 | admin@mapleleaf.ca |
| Missing Email | Northern Pines Consulting | 987654321RC0001 | — |
| Ready | River Valley Dental Corp. | 456789123RC0001 | office@rivervalley.ca |
| Ready | Sunridge Contracting Ltd. | 321654987RC0001 | info@sunridge.ca |
Preview your data, fix warnings, import in one click.
Import your clients, generate filings, configure your firm — all in one session. Request a demo and see how fast you can go live.