Onboarding suite · Canada
One place for proposals, compliance and engagement letters
Scope the work, price it, run FINTRAC client identification, send the engagement letter and collect the signature — all from one screen, on one client record.
The onboarding lifecycle
From prospect to paying client in five steps, not five systems.
Each step feeds the next. The proposal sets the fee, the fee populates the letter, the signed letter creates the jobs, and the jobs carry the fee to invoice. Nothing is rekeyed.
Proposal
Scope, price, send.
Compliance
FINTRAC ID check.
Letter
Auto-populated, signed.
Jobs created
From agreed services.
Onboarded
Portal access, ready.
Three modules, one flow
Each module does one thing well. Together they close the loop.
The proposal sets the fee. The fee populates the letter. The signed letter creates the jobs. No rekeying, no reconciliation.
Proposal management
Service library with Canadian CPA firm templates. Fixed, recurring and hourly fees in CAD. Branded proposals sent and signed digitally.
Learn more →FINTRAC compliance
Client identification inside the engagement flow. Screening, risk assessment and the five-part compliance programme under the PCMLTFA.
Learn more →Engagement letters
Letter populates from the proposal. Canadian clause sets aligned to CPA Canada guidance. Digital signature creates the jobs automatically.
Learn more →The compliance gate
The letter only releases once the checks clear.
When FINTRAC compliance is enabled, the engagement letter is gated behind identity verification and screening. The client cannot sign until the checks pass.
The gate that either holds, or depends on somebody remembering to check a spreadsheet.
See the onboarding suite in action.
A 25-minute call. We walk through proposals, FINTRAC compliance and engagement letters — from your first client to your hundredth.