Stop chasing documents. Start closing client files on time.
Tax season and renewal season turn every accounting and advisory practice into a document-chasing operation — missing slips, unsigned letters, expired IDs. We run the systems that collect documents, track renewals, and keep sensitive financial data out of email and inside a system built for it.
Where it leaks
Tax season stalls advisory work
Missing slips, unsigned engagement letters, half-finished questionnaires — every deadline season, real work stops so someone can chase paperwork instead.
Sensitive data lives in email
Social insurance numbers, bank statements, investment details — moving through inboxes and attachments is exactly the habit Québec's privacy law was written against.
Renewals depend on someone remembering
Policy renewals, investment reviews, and engagement letters lapse quietly when they live in a calendar instead of a system — and a lapsed file is one a competitor can now call.
Onboarding stalls in back-and-forth
ID verification, intake forms, and engagement paperwork bounce between email threads for weeks before a new client's file is actually open.
Your operating system
Each play below is a running system — built, connected, and operated by one accountable team.
Secure client onboarding
ID verification, intake forms, and engagement letters collected through one trackable flow with consent built in — a new file opens in days, not weeks.
Compliance systemDocument collection engine
Automated requests and reminders chase down slips, statements, and signatures — so the practice does advisory work in tax season instead of follow-up calls.
Automation systemRenewal & review pipeline
Every policy, portfolio, and engagement tracked to its renewal date, with outreach that starts weeks early instead of the day it lapses.
Loyalty systemSecure data & access control
Client files, statements, and account numbers protected with real access controls and monitoring — not a shared drive anyone with the link can open.
Security systemThese onboarding, document-collection, and renewal systems run on the same infrastructure that powers our own operations today, and we're bringing that infrastructure to Québec accounting, bookkeeping, and advisory firms now.
Free audit — Finance
See what should run itself
in your business.
We map how your finance business runs today and come back with a 90-day deployment plan. No deck — just the system.