FirmdeskYour clients' CRA deadlines, worked out for you
Tick the services you do for a client and its T2, T1, GST/HST and payroll deadlines follow. Ask for documents through a portal your clients can use on their phone. Log your time and send the invoice. All in one place, with your data on servers in Canada.
30 days free, every feature, no card needed.
The work of a small firm, without the spreadsheet and the email chase
Deadlines that follow from the work
Give a client its services: T2, T1, GST/HST, QST, payroll, slips and more. Firmdesk works out each filing and payment date from the client's year-end, its type and a few answers, about 15 months ahead.
How deadlines workClients send what you asked for
Send a request list to the client's portal: documents, answers, things to do. They complete it item by item, on their phone if they like. You accept each item, or send it back with a note.
The portal and request listsOne place for the whole practice
Clients and households, contacts, tasks, time, invoices and the portal share one record, so nothing is typed twice. The app, its database and your documents are on servers in Québec.
Everything Firmdesk doesFrom your client list to your first request
Getting started, on your first day, takes you through each step.
Bring in your clients
Import your client list from a spreadsheet. Firmdesk matches the columns and shows what each row will do before anything is saved. On an annual plan, you can send us the file instead, and we'll import it for free.
Set up their services
Tick the clients and their services, and answer each service's questions once for all of them. You see every client's deadlines before they're added.
Invite clients and ask for documents
Invite clients to the portal, then send a request list: to one client, or one of your templates to many clients at once.
Canadian firms of one to fifteen people
T1 practices
Families as households, slips and receipts by request list, and every T1 and instalment date.
Small corporate practices
T2s with their instalments and provincial returns, GST/HST, payroll and slips for owner-managed companies.
Bookkeepers
Each month's books as a deliverable with its date, sales tax returns, payroll remittances, and time to invoice.
Need e-signature, card payments on invoices or a link to your accounting software today?See what Firmdesk doesn't do before you start.
See the deadlines before you save
Adding a service asks plain questions, and lists the deadlines your answers will bring.
- T2 with its balance, instalments and the Alberta AT1 or Québec CO-17 return
- GST/HST and QST, monthly, quarterly or annual, with instalments
- Payroll remittances for quarterly, regular and accelerated remitters
- A date on a weekend or a CRA holiday shows the next business day too
Every document you asked for, in one list
A request list tells the client exactly what you need. You see each item come in, with who sent it and when.
- Documents, answers (text, yes or no, a date, an amount) and things to do
- Accept each item, or send it back saying what's missing
- Templates such as a T1 checklist, sent to many clients at once
- Reminders by email until the list is complete, if you turn them on
It knows how your clients are set up
Households
A spouse and dependants under one main client, each with their own T1, billed together.
Corporations
Directors, officers and signing authorities, and a share register with its cap table.
Québec and Alberta
QST and the CO-17 for Québec clients, the AT1 in Alberta, and Saint-Jean-Baptiste Day in the holidays.
Sales tax on invoices
GST, HST or GST and QST, from the client's province, with your GST/HST and QST numbers on the invoice.
Your clients trust you with their returns
Here's how Firmdesk keeps them safe, in plain words.
How Firmdesk protects your data- The app, its database and your documents are on servers in Beauharnois, Québec.
- Two-step sign-in: a code from an app for your team, a code by email for your clients.
- An activity log of who signed in, and who opened, downloaded or shared each document.
- Export everything at any time: a spreadsheet for every kind of record, and every document.
Use Firmdesk free until May 31, 2027
We're looking for three to five small Canadian firms to run on Firmdesk through the 2027 T1 season and tell us what works. In return: Firmdesk free until May 31, 2027, we move your clients in for you, and then the founding price, 30% off for as long as you stay.
About the pilot program