Korean, English and Chinese
Switch the screens to Korean, English or Traditional Chinese at any time. Reports and files for CRA and BC are always in English.
Client portal for BC accounting firms
From bookkeeping to GST filing — with your accountant, in one place
Upload each month's sales, expenses and receipts. Your accountant reviews them, asks questions right here and closes the month. Use it in Korean, English or Traditional Chinese.
Accounts are created by your accounting firm.
CN
Maple Studio Ltd.
To do
- Upload statements for SeptemberOpen →
- Reply to 1 question from your accountantOpen →
- Attach receipts to 3 transactionsOpen →
Monthly progress
Apr
Closed
May
Closed
Jun
Closed
Jul
In review
Aug
Records in
Sep
This month
Estimated GST payable
$1,284.50
How it works
Five simple steps every month
- 1You
Record
Upload bank and card statements, or enter transactions yourself.
- 2You
Attach receipts
Snap a receipt with your phone or attach a PDF to the transaction.
- 3Accountant
Review
Your accountant checks the month and asks about anything unclear.
- 4You
Reply
Answer in the question inbox and send photos or files.
- 5Accountant
Close & report
The month is closed, and your annual and GST reports are published.
Features
Everything you need to work with your accountant
Question inbox
Questions and answers stay attached to each transaction, with photos and PDFs — no more lost email threads.
Document request reminders
When your accountant needs something, you get an email and a to-do on your home screen. Missing months are reminded automatically.
Import statements at once
Bank statement PDFs, Excel and CSV files are read for you, and duplicates are skipped.
Receipts from your phone
Take a photo of a receipt and attach it on the spot. The date and amount are read automatically.
GST and ITC worked out
GST and PST are calculated with BC rates, and your accountant reviews the input tax credits you can claim.
For accounting firms
One work queue for every client
See every client's last 12 months at a glance and know exactly what needs attention today.
- Work queue: every client × 12 months, with replies, imports and reviews waiting
- Monthly close checklist, period locks and an activity log of every change
- Publish annual reports to clients when the year-end review is done
AprMayJunJulAugSep
Maple Studio Ltd.
Harbour Foods Inc.
Seoul Beauty BC
ClosedIn reviewRecords inNo records
Security
Your financial records stay protected
Stored in Canada
All data and receipts are kept on servers in Vancouver, Canada.
Protected sign-in
2-step verification with Google Authenticator, lockout after repeated failures, and a list of signed-in devices.
Encrypted daily backups
Records and attachments are backed up and encrypted every night.
Already have an account?
Sign in to see this month's to-do list. If you need an account, contact your accounting firm.