Firms run bookkeeping and tax preparation for every client from a single portal. Clients get a simple app to send documents, answer a few plain questions, and see exactly where things stand.
Sold to accountants. Clients are invited by their firm and choose the services they need.
2025 returnIn reviewGrant each client access, choose their services, and run the work. Bookkeeping and tax preparation live side by side, with a combined firm overview on top.
Intake, documents, AI processing, ledger review, financial statements, and HST drafts.
T1 intakes, preparer packages, and tax deadlines, all tracked per client.
Low-confidence items and open questions surface first, so nothing slips.
Firm overviewToday
Clients upload documents up front, answer a few questions in plain language, and track progress. They only ever see the services their firm turned on for them.
Drop everything in at once. The firm starts reading and sorting while you finish.
A few short questions, no forms to decode. Say it out loud on mobile if you like.
Only your services appear. Switch between bookkeeping and tax preparation when you have both.
From the first uploaded receipt to the filed return, ProBooksApp covers bookkeeping and Canadian tax without the tab-juggling.
Clients drag in receipts, T-slips and statements from any device. Everything lands in one organized, permissioned place.
T4s, T5s and receipts are read automatically and pre-filled onto the return — with SINs redacted before anything leaves your server.
A proper general ledger with journal entries, income statement and balance sheet — per client, always reconciled.
A guided intake wizard, a live slip checklist, fee estimates and a preparer workspace built around the Canadian return.
Track receivables and payables, send invoices by email, export polished PDFs, and see AR/AP aging at a glance.
Match statement lines to the ledger in a focused workspace so the books tie out before you file.
Collect prep fees and invoices through Stripe, then handle partial refunds and disputes without leaving ProBooksApp.
Let clients book a review — video call, in person, or phone — and everyone gets a confirmation automatically.
Send authorizations for signature and track their status, so nothing waits on a printer or a fax machine.
Your client drops in their documents from the portal or their phone — no email attachments, no shoebox.
Slips are read and sorted, books stay reconciled, and the return’s checklist fills itself in.
Work the return in a purpose-built workspace, message the client, and settle the fee — all in one thread.
The client e-signs the authorization and books a review call. You file with confidence.
You hold people’s most sensitive documents. ProBooksApp treats that as the job — not an afterthought.
Documents are stored in encrypted object storage with time-limited, signed access — never a public link.
Files live in Canadian-region storage, so your firm’s residency expectations are met by default.
Social Insurance Numbers are stripped before any document is sent for AI extraction — opt-in, per firm.
Fine-grained roles keep staff to what they need, and every sensitive action is written to an audit log.
Priced per firm, billed monthly. Scale up or down as your practice grows.
For solo preparers getting organized.
For growing firms that want it all.
For multi-preparer practices at scale.
Prices in CAD · Billed monthly · Cancel anytime.
Still unsure? Reach your accountant right inside the portal, any time.
Yes — the tax module is designed around the Canadian T1 return, from the slip checklist to the authorization e-signature.
Clients pay prep fees and invoices securely through Stripe Checkout, right from their portal. You can issue full or partial refunds from the admin app.
Documents live in encrypted, Canadian-region object storage and are only ever accessed through short-lived signed URLs.
AI extraction is opt-in per firm, and Social Insurance Numbers are redacted before any document is sent for processing.
Yes. Clients get a mobile app to upload documents, track their return, message you, pay, and book a review.
Yes — invite staff with fine-grained roles so each preparer sees only the clients and actions they need, and every sensitive action is written to an audit log.
Set up your firm, invite your clients, and let bookkeeping and tax preparation live side by side.