User guides

For firm staff#

Start here#

• Get started: from signup to your first deadlines (new firm owners): the day-one tutorial — create the firm, add a client, enable services, work the first task.

Clients and compliance#

• Add and update a client (managers): keep the firm's client list current.
• Import clients in bulk (owners and managers): spreadsheets and coordinate sheets, with duplicate detection and non-destructive merging.
• Store a client's portal credentials (owners and managers): the encrypted, audited ClicSEQUR and bank-login vault.
• Generate a client's compliance tasks and deadlines (managers): set up the recurring filings and deadlines a client owes.

Daily work#

• Work my tasks day to day (all staff): the task board — statuses, checklists, comments, and one-off tasks.
• Follow a service's deadlines in Suivi (managers, and employees via "mine only"): one grid per service showing where every client stands, with a late-only backlog view.
• See deadlines on the calendar (all staff, plan feature): the month view over the same tasks.

Time#

• Log and submit my time (employees): record the time you work and submit it for approval.
• Review and approve the team's time (managers): work the approval queue.

Insight#

• Run reports and export the data (owners and managers; employees if granted): the firm's analytics tabs and CSV/Excel/PDF export.

Running the firm's account#

• Start or change my subscription (owners): manage the firm's plan and billing.
• Invite a teammate (owners and managers): add staff to the firm.
• Set up your firm (owners, managers where permitted): statuses, the service catalog and checklists, and role permissions.

Your account#

• Manage my account (all staff): profile, language, password, MFA, and your privacy rights (consent, data export, deletion).

Understand the rules#

• Understanding fiscal deadlines (all staff): the CRA and Revenu Québec rules behind every computed date, filing vs payment, and the holiday adjustment.
• Understanding services and task generation (all staff): what enabling a service really does, and how the rolling generation works.
• Understanding Suivi (all staff): why the per-service view exists and what each row means.

Help while you work#

• Get around the app (all staff): the dashboard, notifications and reminder preferences, and the feedback board.
• Message the team (all staff, plan feature): direct messages and groups in the chat panel.
• Ask the AI assistant (all staff): get answers over your firm's data, attach documents (PDF or image) for it to read, and let the assistant propose actions you approve.