Know the client. Stay ahead of the work.

More than a contact list: the client's filing details, deadlines, missing documents and follow-ups, one click from their books.

Every client detail

• Contact information, personal and family details, T1/T2 return type, fiscal year end and GST/HST filing frequency, together.
• Link a client to their company file and open the bookkeeping from the Client Hub.

Deadlines you can prioritise

• Colour-coded due dates and overdue work; filter the next 7 or 15 days; mark clients as informed after a follow-up.
• Outstanding-document checklists and whether a return is completed or filed.
• Appointments and dated reminders with notes; WhatsApp, email and phone links from the client record.

Practice tools

• Engagement letters generated from the client record.
• Search, export the client list to a spreadsheet, and insurance clients with policy expiry dates and renewal templates.