Clients & Services
Every client, owner and service in one profile
Included:
See how it works Client profilesAccount managerBookkeeperServicesBilling termsLifecycle
Practice management for Canadian accounting firmsRun your whole firm
Run your whole firm
on one living ledger.
Clients, recurring work, document collection, billing and collections — generated, assigned and chased automatically, so nothing slips between setup and payment.
Free for 1 user and up to 25 clients. No credit card needed.
Thursday · Firm overviewGood morning — 4 things need you today.
2 billings dueDue today12Payroll · GST/HST
Overdue3T2 · Bookkeeping
Unbilled work$8,4205 completed items
Receivables$46,900$12,300 collected this week
Payroll remittanceNorthwind LogisticsDue today
GST/HST filing · Q3Maple & Pine BakeryWaiting for client
T2 return · FY2025Brightline Dental Corp.Review required
Invoice INV-1042Harbour Street MediaPartially paid
Built for the work firms actually file
- Payroll
- GST/HST
- T1 Personal Tax
- T2 Corporate Tax
- Bookkeeping
- Compilations
- CRA Reviews
- Annual Returns
- Tax Instalments
- Financing Applications
- Consulting
- Project Work
Assentt Accountant is a full-stack practice platform for accounting firms. One place for every client, every deadline and every dollar — with automation that does the chasing for you.
Every module your firm runs on.
From the first client call to the last payment, built as one system — not four tools taped together.
Recurring Work
Deadlines that create themselves, on schedule
Included:
See how it works Daily → AnnualPayrollGST/HSTT1 & T2InstalmentsBoard view
Document Collection
Checklists clients finish from a secure link
Included:
See how it works ChecklistsTemplatesSecure upload linksEmailWhatsAppAuto reminders
Billing & Collections
Bill on time, collect without chasing
Included:
See how it works Billing setupsInvoicesPayment linksPartial paymentsPADStops when paid
Every reminder stops the moment a client delivers or pays.
Work that generates itself.
Enroll a client in a service once. Assentt creates every task, on every cadence, assigned to the right person — daily, weekly, bi-weekly, monthly, quarterly, annual, one-time or project-based.
ServiceGenerated tasksCadence
PayrollPayroll processingRemittancesT4 preparationROE managementWeeklyBi-weeklyMonthly
GST/HSTReturn preparationFilingRemittance trackingMonthlyQuarterlyAnnual
Personal tax · T1Annual T1 returnQuarterly tax instalmentsAnnualMar · Jun · Sep · Dec 15
Corporate tax · T2Annual T2 returnTax instalmentsAnnual return from incorporation dateAnnualInstalments
BookkeepingReconciliationsFinancial statementsAP reviewAR reviewMonthlyQuarterly
Advisory & projectsCompilationsCRA reviewsFinancing applicationsConsultingProject workOne-timeProject-based
Not startedIn progressWaiting for clientReview requiredCompletedFiled / Submitted
Documents that chase themselves.
Build a checklist from a template or from scratch, send it by email and WhatsApp, and let clients upload straight from a secure link — no portal account, no password.
- Pending, received or not applicable — per item
- Automated reminders on your cadence
- Reminders stop when everything is in
- Upload links expire automatically
One client lifecycle, start to paid.
Every client moves through the same eight stages — and you can see exactly where each one is.
- 01 Setup
Profile, services and billing terms captured once.
- 02 Assignment
Account manager and bookkeeper own every client.
- 03 Documents
Checklists go out by email and WhatsApp.
- 04 Completion
Work moves through review to filed.
- 05 Billing
Billing tasks appear the day billing is due.
- 06 Invoice
Invoices carry a payment link from day one.
- 07 Payment
Card, PAD or manual — reminders stop when paid.
- 08 Reporting
AR aging, workloads and revenue by service.
Spreadsheets kept the books. Assentt runs the firm.
Ops spreadsheet Inbox chasing Missed billing cycles Unbilled work Who owns this client? Manual reminders Paper receipts
The ops spreadsheet
A master sheet per industry, deadlines in someone's head, reminders sent by hand, and billing that depends on remembering. Work gets done — then sits unbilled.
Assentt Accountant
Services generate the work, dashboards show who owns it, and controls flag anything completed but not invoiced. Billing tasks appear the day billing is due, and every invoice carries a payment link.
Get paid on autopilot — or by cheque.
Set the billing frequency, amount and method once. Invoices go out with a payment link by email and WhatsApp, partial payments are tracked, and reminders stop the moment an invoice is paid.
Automatic
Credit card auto-payStripe
Pre-authorized debitGoCardless PAD
ACSS debitStripe
Manual
Interac e-Transfer
Cheque
Cash
POS
Bank transfer
Controls that catch revenue leaks.
Unbilled work is the quietest way a firm loses money. Assentt flags it on every dashboard, daily.
Reports & alerts
Overdue payrollOverdue GST/HSTOverdue tax returnsMissing documentsOutstanding invoicesUnbilled workMissed billing cyclesInstalment deadlinesStaff workloadAR aging
- Active clients with no billing setup
- Missed recurring billings
- Completed work not invoiced
- Projects not billed
- Overdue invoice creation
- Clients overdue for billing
A dashboard for every chair in the firm.
Owner, account manager, admin, bookkeeper and firm accountant each open to the work that is theirs.
The whole firm at a glance — revenue, receivables and who is overloaded.
My Work — for every role
Due todayDue this weekOverdueFollow-upsWaiting on client
Start free. Upgrade when the firm grows.
One plan for getting organized, one for running the whole practice on autopilot. Priced per firm, not per seat.
Free
For a solo accountant getting organized.
CA$0forever
Start free- 1 user
- Up to 25 active clients
- Clients and contacts
- Work, tasks and the board
- My Work
- Document requests with secure upload links (10 open at once)
- Manual invoices and payments recorded by hand
- Dashboard and basic reports
- In-app alerts
Premium
For growing firms that want the work to run itself.
CA$20per firm / month
Start free, upgrade any time- Everything in Free
- Unlimited clients
- Up to 5 team seats with roles and assignment
- Recurring services with automatic work, including annual returns
- Document templates, checklists and automatic reminders
- Client email notifications and reminders
- Recurring billing with automatic invoices
- Advanced reports and CSV export
- Priority support
Prices in Canadian dollars. No credit card needed to start. Cancel Premium any time — your firm moves back to Free and keeps its data.
Open your firm's ledger in two minutes.
Create your workspace, add your first clients and send a document request today. Bring the team when you're ready.
See it with your own clients. Request a demo.
A walkthrough built around your practice.
We'll map your services, cadences and billing to Assentt Accountant, show how document requests and collections run on their own, and plan how your team moves over.
Best for
Firms running payroll, GST/HST, personal and corporate tax, and bookkeeping for a growing book of clients — and tired of chasing documents and payments by hand.
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