Practice management for Canadian accounting firms
Tax, bookkeeping and payroll run on the same rhythm. Cadence keeps your whole firm on it, with client portal, workflow management, team collaboration, documents, signatures and payments in one system hosted in Canada, and AI built into all of it.
AI built in
Hosted in Montréal
A database of your own
No cut of your payments
Made to order from 2027
Sample firm · a year of filing deadlines
WORKS WITH
QuickBooks Online
Stripe
Microsoft 365
Google Workspace
Fireflies
Telnyx
Apple Pay
Google Pay
Every step of a return happens inside Cadence, and each one starts the next.
Client uploads
A phone photo of a T4, from the portal or the app.
IMG_2041.jpg
AI reads and files it
Named, filed under the client and year, ticked off the checklist.
T4 · filed
Your team prepares
The return moves through your pipeline with its deadline and owner.
In review · SP
Client signs
The T183 is signed in the portal or the app, already signed in.
T183 signed
Client pays
The invoice is paid in a tap, into your own Stripe account.
INV-0142 · paid
No signing service, payment portal or file-sharing app bolted on the side. Every tool shares the same client record, and you switch on only the ones your firm uses.
Clients upload documents, answer questions, sign and pay on the web or in the Cadence app for iPhone and Android.
NB
Northbank CPA
Good morning, Maren
3 things need you
Upload your T4 slip
Due Apr 9
Answer 4 questions
Rental property
Sign your T183
About a minute
All documents and forms are signed inside Cadence. No separate signing service. No extra cost.
FORM T183 · 2026 RETURN
Authorization to e-file
Maren Lindqvist
Signed · Apr 12
Invoices your clients can pay in a tap. The money lands in your own Stripe account, and Cadence takes no cut. You have the option of adding a credit card surcharge to recover Stripe costs.
INV-0142
Paid
Okafor household
$640.00
Card
Pre-authorized debit
Apple Pay
Google Pay
Ask Cadence to find, draft or follow up. It acts with your permissions and asks before it changes anything.
Which T1 clients still have not signed their engagement letter?
Seven clients haven’t signed yet. I can send each of them a reminder in the portal.
Send 7 reminders
Show the list
Nothing is sent until you confirm.
Pipelines for each service, with every filing deadline and the owner of the next step in one view.
Okafor household
Due Apr 30
AA
Waiting on client
Lindqvist, Maren
Due Jun 15
SP
In review
Desrosiers, Anne
Due Apr 30
MW
Filed · paid
Every client folder in one place, automatically renamed, organized and in Finder or File Explorer through the Cadence desktop app.
Okafor household › 2026 › Tax slips
T4 · Harbourline Logistics.pdf
Apr 3
RRSP contribution receipt.pdf
Mar 1
Notice of assessment 2025.pdf
Jun 2
AI BUILT IN
Not a chat window added on the side. Cadence’s AI reads what your clients send, remembers what matters about each one, and checks the work before it goes out.
A client uploads a phone photo. Cadence recognizes the slip, names it, files it under the right client and year, and ticks it off the list of what you asked for.
IMG_2041.jpg
Uploaded 9:12
Recognized
T4 · Harbourline Logistics · 2026
Filed
Lindqvist › 2026 › Tax slips
Checklist · T4 slip received
A running summary of each client, built from their documents, messages and meetings. Every fact shows where it came from, and you can ask the file a question.
Okafor household
BRIEF
Bought a rental property in May 2025
From: Purchase agreement.pdf
Wants a call before anything is filed
From: meeting on Mar 3
Ask this file a question…
Before a return goes out, Cadence compares it with the client’s slips, last year’s figures and their profile, and lists what doesn’t match. You decide what to change.
Lindqvist · T1 2026
RETURN CHECK
T5 interest: the slip says $412.18, the return says $421.18
RRSP receipt on file, not claimed
14 slips match the return
You stay in charge of it. Every AI feature has its own off switch, everything AI writes is recorded and can be undone, and the AI provider keeps none of your data.
MADE TO ORDER · COMING SPRING 2027
Every firm runs the same secure core. From spring 2027 you will tell Cadence what you want changed, in plain words, and it will be built for your firm alone.
Ask Cadence to change something
Ready to preview
Warn us when a client’s engagement letter is more than a year old, before anyone starts their return.
This fits inside your firm’s own setup. Here is what I built:
Letter signed on
A date on each client
Renewal reminder
A task 11 months after signing
Letter status
A column in your client list
WHAT THIS CHANGE CAN DO
Read your client list and create tasks
It cannot see SINs or bank details
It cannot send anything outside Cadence
Preview privately
Approve for the firm
Nothing goes live until your admin approves it.
01
Cadence’s features are apps. A tax-only practice leaves payroll off, and switches it on the day it needs it.
E-signatures · on
Bookkeeping · on
Payroll · off
02
Your own terms, fields, columns, records and reminders. Most of what firms ask for lands here.
03
A screen, an export in your own template, or a check that runs every Monday, written for you and sealed inside your firm’s own space.
The core stays locked.
Sign-in, permissions, payments and signatures are the same tested code for every firm. Nothing made to order will be able to change them, and nothing another firm asks for will reach you.
Set a service up once. Cadence opens the next piece of work for each client when it comes due, so a deadline never depends on someone remembering it.
EVERY YEAR
Personal tax
T1
April 30, or June 15 if self-employed
EVERY YEAR
Corporate tax
T2
Six months after each year-end
EVERY YEAR
Trusts
T3
90 days after the trust’s year-end
EVERY YEAR
T-slips
T4 · T4A · T5
The last day of February
EVERY YEAR
US returns
1040
April 15, or June 15 for filers abroad
BY FILING PERIOD
GST/HST
Returns
Monthly, quarterly or yearly, client by client
EVERY PAY RUN
Payroll
Remittances
On each client’s remittance schedule
EVERY MONTH
Bookkeeping
Month-end
On the close date you set
Every return shows its stage, its deadline and the person on it, so nothing waits in someone’s inbox.
Work
T1 · 2026 season
142
T2 corporate
38
T3 trusts
9
US returns · 1040
12
T-slips · T4, T5
23
GST/HST returns
61
Payroll
17
Monthly bookkeeping
54
T1 · 2026 season
Personal returns due April 30 · 61 of 142 filed
Assigned to me
New work
Client
Service
Stage
Due
Who
Okafor household
T1 personal × 2
Waiting on client
Apr 30
AA
Tremblay, Luc
T1 personal
T183 sent to sign
Apr 30
SP
Lindqvist, Maren
T1 + self-employed
Jun 15
AA
Chen, Wei
T1 + rental income
Missing a T5
Apr 30
JL
Desrosiers, Anne
T1 personal
Filed · paid
Apr 30
MW
Sample firm and clients. Real product screenshots replace this view.
01
See it with your own work
A 30-minute walkthrough built around your services and deadlines.
02
Set up your firm
Switch on the apps you use, add your services and branding, and connect your Stripe account.
03
Invite your clients
They get the portal and the Cadence app under your firm’s name.
04 · FROM SPRING 2027
Keep making it yours
You will ask for changes as you work. Cadence will keep improving around your firm’s preferences, and what is built for you will be yours alone.
WHERE
Montréal, Canada
Your database and files are stored in AWS Canada (Central).
ISOLATION
One database per firm
Your firm’s records never share a database with another firm’s.
ENCRYPTION
SIN and bank numbers sealed
Encrypted field by field and masked until someone with the right access reveals them.
SIGN-IN
Passkeys and two-step
Staff and clients sign in with a passkey or a second step, and every action is logged.
Pricing
TBD
per staff seat / month
Every feature on every seat. Your clients use the portal and the app at no cost.
A 30-minute walkthrough built around your services, your deadlines and your client list. Bring the one thing you wish your software did.