Create a client and fill in its sheet
Add a client, complete its identification (NEQ, tax numbers, shareholders) and upload its documents.
Everything starts with the client: every trial balance, every financial statement and every letter is attached to one.
Create the client
- 1Open the Clients page in the sidebar.
- 2Click New client and enter the company name.
- 3Click the client's row to open its file: it becomes the active client.
The Client info sheet
The Client info page gathers everything that identifies the company: legal form, NEQ, federal number, Quebec ID, fiscal year end, contact details and shareholders. This information automatically feeds the letters, the financial statement cover page and the reports.
- 1Fill in the Identification section (legal form and numbers).
- 2Add the shareholders, with the principal shareholder's SIN if you also prepare their returns.
- 3Set the fiscal year end: it drives the years offered throughout the application.
- 4At the bottom of the page, upload the client's identity documents to keep them on file.
The client's dashboard then summarizes the file: key figures, charts and engagement progress.