Canada-wide tax document, CRA notice, payroll record, bookkeeping cleanup & spreadsheet support Service scope • Reviews • Account sign in • Start order • Contact • Client hub
Corporate tax document packages • Personal tax organizers • CRA appeal support • Payroll record support • Bookkeeping cleanup • Bank reconciliation • Sales-tax schedules • Excel and CSV cleanup • Monthly close support • Secure intake available Corporate tax document packages • Personal tax organizers • CRA appeal support • Payroll record support • Bookkeeping cleanup • Bank reconciliation • Sales-tax schedules • Excel and CSV cleanup • Monthly close support • Secure intake available
Home / Start order
Start request

Tell us what records, documents, or spreadsheets you need organized.

Submit the request form. We will review the scope and send next steps for quote, secure upload, timeline, and delivery format.

Client beginning a service request with an office professional

Used to tailor checklists, sales-tax notes, payroll reminders, and official links.
Service-specific intake

Choose the intake form for the service you need.

Each main service has its own intake form so clients can send the right details without searching through one long general form.

FilesDocument intake and organizationCorporate taxCorporate tax document supportPersonal taxPersonal tax organizer supportPayrollPayroll records organizationCleanupBookkeeping cleanup preparationReconciliationBank and credit card reconciliation supportExcel / CSVSpreadsheet and CSV cleanupAP / ARAccounts payable and receivable supportMessagesClient communication supportMonth-endMonthly close support packagesRequestsDocument request trackingOperationsWorkflow, SOP, and template supportReportsManagement report and KPI summary supportSales taxGST/HST and sales-tax schedule supportCRA AppealsCRA notice, objection and appeal supportBusiness planBusiness plan intake
All intake forms

Service intake forms.

Open the matching form, complete only the fields that apply, and submit. The Client Hub will show progress after the request is received.

Document intake and organizationUse this form when you need documents sorted, renamed, indexed, and tracked.Open intake form

Files

Document intake and organization intake

Use this form when you need documents sorted, renamed, indexed, and tracked.

Client Hub sign in
Corporate tax document supportUse this form for corporate year-end source records and handoff packages.Open intake form

Corporate tax

Corporate tax document support intake

Use this form for corporate year-end source records and handoff packages.

Client Hub sign in
Personal tax organizer supportUse this form for T4/T5 slips, receipts, rental records, and self-employed tax documents.Open intake form

Personal tax

Personal tax organizer support intake

Use this form for T4/T5 slips, receipts, rental records, and self-employed tax documents.

Client Hub sign in
Payroll records organizationUse this form for payroll registers, employee records, remittances, T4/T4 Summary, and year-end support.Open intake form

Payroll

Payroll records organization intake

Use this form for payroll registers, employee records, remittances, T4/T4 Summary, and year-end support.

Client Hub sign in
Bookkeeping cleanup preparationUse this form when transactions, vendors, customer names, or exports need cleanup before review.Open intake form

Cleanup

Bookkeeping cleanup preparation intake

Use this form when transactions, vendors, customer names, or exports need cleanup before review.

Client Hub sign in
Bank and credit card reconciliation supportUse this form for bank, credit card, and ledger matching support with exception reports.Open intake form

Reconciliation

Bank and credit card reconciliation support intake

Use this form for bank, credit card, and ledger matching support with exception reports.

Client Hub sign in
Spreadsheet and CSV cleanupUse this form for messy spreadsheets, CSV exports, formulas, pivots, charts, and summaries.Open intake form

Excel / CSV

Spreadsheet and CSV cleanup intake

Use this form for messy spreadsheets, CSV exports, formulas, pivots, charts, and summaries.

Client Hub sign in
Accounts payable and receivable supportUse this form for invoice lists, payment summaries, aging schedules, and duplicate invoice checks.Open intake form

AP / AR

Accounts payable and receivable support intake

Use this form for invoice lists, payment summaries, aging schedules, and duplicate invoice checks.

Client Hub sign in
Client communication supportUse this form for missing-document emails, reminders, onboarding notes, and client follow-up templates.Open intake form

Messages

Client communication support intake

Use this form for missing-document emails, reminders, onboarding notes, and client follow-up templates.

Client Hub sign in
Monthly close support packagesUse this form for month-end document checklists, variance notes, open questions, and reporting handoff.Open intake form

Month-end

Monthly close support packages intake

Use this form for month-end document checklists, variance notes, open questions, and reporting handoff.

Client Hub sign in
Document request trackingUse this form to organize support documents for accountant, lender, auditor, or internal-review requests.Open intake form

Requests

Document request tracking intake

Use this form to organize support documents for accountant, lender, auditor, or internal-review requests.

Client Hub sign in
Workflow, SOP, and template supportUse this form for checklists, SOPs, capacity trackers, proposal templates, and internal workflow tools.Open intake form

Operations

Workflow, SOP, and template support intake

Use this form for checklists, SOPs, capacity trackers, proposal templates, and internal workflow tools.

Client Hub sign in
Management report and KPI summary supportUse this form for revenue, expense, cash, AP, AR, payroll, and KPI summary packages.Open intake form

Reports

Management report and KPI summary support intake

Use this form for revenue, expense, cash, AP, AR, payroll, and KPI summary packages.

Client Hub sign in
GST/HST and sales-tax schedule supportUse this form for sales-tax schedules, source-document trackers, sales exports, and missing invoice lists.Open intake form

Sales tax

GST/HST and sales-tax schedule support intake

Use this form for sales-tax schedules, source-document trackers, sales exports, and missing invoice lists.

Client Hub sign in
CRA notice, objection and appeal supportUse this form for CRA notices, personal or corporate reassessments, GST/HST, payroll CPP/EI, Canada Child Benefit, credits, taxpayer relief, service complaints, and appeal file organization.Open intake form

CRA Appeals

CRA notice, objection and appeal support intake

Tell us what CRA letter, benefit decision, payroll issue, GST/HST issue, reassessment, deadline, or appeal file needs to be organized for review.

View CRA appeal services
Business plan intakeUse this form to collect the information needed to prepare a draft business plan for review.Open intake form

Business plan

Business plan intake intake

Use this form to collect the information needed to prepare a draft business plan for review.

Client Hub sign in