Five real jobs, followed step by step through a 10-person firm. Every screen, every hand-off, every deadline, from the first email to filed.
Pick a Story
Maple Plumbing joins the firm. One signed engagement, one form, and every filing for the year is created and scheduled on its own.
From the reminder to filed, 11 days early: documents, bookkeeping, the HST summary, review and the client's summary email.
Run a client's payroll from hours to paystubs, the books, PD7A and T4s. Or handle the remittances for a client who runs their own.
A compilation engagement from the signed letter to issued statements, then the T2 from a GIFI export. Plus T2 only, for clients with their own bookkeeper.
Families as households, slips through the portal, e-signed T183s, review and filing, without one sticky note.
Five people, one very long Tuesday. The walk-in backlog, the file hunt and the CRA scramble that these pages make go away.
See the dayOne Client, the Whole Year
The same client runs through these stories. Nothing is set up twice, and every step builds on the last one.
January 2026
Signed engagement, one client form, every filing for the year created.
Every quarter
Reminder, statements, books, HST summary, filed. Q3 was 11 days early.
January to March 2027
The books are already in. The HST reconciles itself. The T2 starts from GIFI.
March to April 2027
Tom and Lisa as one household, slips in the portal, signed and filed.
In Every Story
An owner
Every job has a person on it from day one, and everyone can see who.
A date
Every deadline is worked out for you, and late work shows before it is late.
A second pair of eyes
Review and sign-off by a different person, with names and times kept.
A record
Who did what and when, on the work itself. Nothing lives in someone's inbox.
Watch the walkthrough, then see how your firm would run on it.