Maple Plumbing calls in January. A week later every filing for the year is scheduled, the engagement is signed and the owner is in the portal. Here is that week.
The New Client
The company
Maple Plumbing Ltd.
Incorporated, Ontario
The people
What they need
The Walk-Through
Jan 8 · The first call
Instead of a long call with someone typing notes, Laura sends Tom the firm's onboarding form. He fills it in that evening: the business, the owners, the services he wants, how many employees, and who keeps the books today. He ticks the box agreeing the firm may ask the CRA for access.
New Business Client Onboarding
Maple Plumbing Ltd. · about 12 minutes
Services you want
GST/HST, payroll, books, T2
GST/HST filing frequency
Quarterly
How many employees?
2
Who keeps the books today?
An outside bookkeeper
✓I agree that the firm may ask the CRA for access to the business's tax information.
Jan 9 · Ten minutes
Priya opens a new client with Tom's answers beside her. She ticks the services and sets each frequency. In the same form she adds Tom as owner, Lisa as his spouse, and Dana the old bookkeeper as a contact. Tom and Lisa each become a personal client, linked to the company and to each other.
Select Services
Linked Clients
New person · Primary Contact · Has Signing Authority
New person · Receives Reminders
Contact only, no client record
Jan 9 · One click
Priya clicks Create Client. Every filing for the next twelve months is created, each with its CRA due date, its reminders and the right people on it: Priya prepares, David reviews. Tom and Lisa's T1s are there too, grouped as one household. Nobody builds a list. Nobody adds a deadline to a calendar.
| Filing | How many | First due | Owner |
|---|---|---|---|
| PAYROLL | 12 monthly remittances | Feb 15, 2026 | Maria Lopez |
| GST/HST | 4 quarters | Apr 30, 2026 | Priya Sharma |
| T1 | Tom and Lisa, one household | Apr 30, 2026 | Aisha Khan |
| WSIB | 4 quarters | Apr 30, 2026 | Maria Lopez |
| T2 | 2026 return | Jun 30, 2027 | Priya Sharma |
23
filings
41
reminders scheduled
0
dates typed in
Jan 9 to Jan 12
Priya starts the engagement and clicks "Add what the client is set up for". The lines fill in from the services she just ticked. She sets the fees, the firm's letter goes on top, and it goes to Tom for e-signature. He signs on Monday.
Jan 12 · Day one in the portal
Priya clicks Enable Portal and Tom gets a welcome email. When he logs in he agrees to the privacy notice, then sees what is due next, what the firm needs from him, and where to send it. Lisa gets her own login.
Next deadline
Feb 15
January payroll remittance
Requested from you
5 items
Last year's records
Forms to fill in
0
All done
Jan 12 to Jan 14
A document request lists exactly what is needed to take over: last year's T2 and statements, the GST/HST returns, the payroll records. Each has its own upload box, so Tom and Dana can see what is still missing. Everything lands on Maple Plumbing's file.
Send us your documents
Jan 14 · Two days in
Nobody sends a "new client, here is what you need to do" email. Maria finds the January payroll remittance in her column. Priya has the first GST/HST quarter. Aisha has the household's T1s. Each card has its date and its client.
MLMARIA LOPEZ
PAYROLL · January
MAPLE PLUMBING LTD.
DUE Feb 15
PSPRIYA SHARMA
GST/HST · Q1 2026
MAPLE PLUMBING LTD.
DUE Apr 30
AKAISHA KHAN
T1 · Household · 2
REID, TOM AND LISA
DUE Apr 30
Feb 5 · Nobody touched it
Ten days before the first payroll remittance, Tom gets a text and an email, with a link to send the summary. Nobody set it up. Nobody remembered. From here, every quarter, every month and every year end runs the way the other stories show.
Moving Your Whole Book?
You don't set up 600 clients one by one. Bring them in from your tax software or a spreadsheet, with their GST/HST, payroll and year-end details, and every filing for every client is created the same way Maple Plumbing's were.
Import your clients
Pick where they are now
From Tax Software
TaxCycle, ProFile, DT Max and more
CSV File
Any spreadsheet
The Week, Added Up
1
client form
23
filings created on their own
0
deadlines typed into a calendar
7
days from first call to running
Watch the walkthrough, or follow Maple Plumbing through the rest of the year.