FEATURES
Cadence replaces the separate portal, signing service, payment page, task tracker and shared drive that most firms juggle. Every part works from the same client record, and each one is an app you switch on or off for your firm.
CLIENT PORTAL AND APP
One short list of uploads, questions, signatures and payments, on the web or in the Cadence app for iPhone and Android. No more chasing documents by email.
Document requests with due dates and reminders
Questionnaires clients answer on their phone
Secure messages instead of email attachments
Identity checked once, when a client signs up
NB
Northbank CPA
Good morning, Maren
3 things need you
Upload your T4 slip
From Harbourline Logistics · due Apr 9
Answer 4 questions
Rental property · 2026
Sign your T183
About a minute
INV-0142 · $640.00
Pay
Message · Northbank CPA
Thanks Maren, we have your T4. Only the rental questions left.
Identity verified at sign-up
E-SIGNATURES
Engagement letters and T183 forms go out from the client’s record and come back signed, with nothing to print and no separate signing account.
Clients sign in the portal or the app, already signed in
Reminders and expiry on your firm’s schedule
Every signed copy sealed with your firm’s certificate
A full audit trail, from sent to signed
FORM T183
2026 RETURN
Authorization to e-file
Taxpayer
Maren Lindqvist
SIN
••• ••• 482
Prepared by
Northbank CPA
Signed electronically · Apr 12, 2027 · 9:41 AM
Audit trail
Sent for signature
Apr 10 · 4:02 PM
Opened in the app
Apr 12 · 9:38 AM
Signed
Apr 12 · 9:41 AM
Sealed and filed
Lindqvist › 2026 › Signed
BILLING AND PAYMENTS
Clients pay from the invoice in a tap. The money goes straight to your own Stripe account, and Cadence never takes a cut.
Card, pre-authorized debit, Apple Pay and Google Pay
Recurring invoices for monthly clients
Each client’s balance and history on one screen
Card details go to Stripe, never to your staff
INV-0157
Due Apr 30
Okafor household
T1 personal returns × 2
$460.00
Rental income schedule
$100.00
GST 5%
$28.00
Total
$588.00
Pay $588.00
Card
Pre-authorized debit
Apple Pay
Google Pay
Recurring
Monthly bookkeeping
$350.00 / month · next invoice Jun 1
Paid out to
Your Stripe account
No fee from Cadence
WORK AND DEADLINES
Pipelines for personal, corporate, trust and US returns, T-slips, bookkeeping and payroll, with the filing deadline and the person responsible on every piece of work. When a client uploads or signs, the work moves on its own.
Documents requested
12
Okafor household
T1 × 2 · Apr 30
AA
Bélanger, Sophie
T1 · Apr 30
SP
Preparing
9
Chen & Daughters Bakery
GST/HST return · Apr 30
JL
Harbourline Logistics
T2 · Jun 30
AA
In review
5
Lindqvist, Maren
T1 + self-employed · Jun 15
AA
Out for signature
7
Tremblay, Luc
T183 sent Apr 10
SP
Filed
61
Desrosiers, Anne
Filed · paid
MW
DOCUMENTS AND DRIVE
Every upload lands in the right client and year. With the Cadence desktop app, the same folders sit in Finder on a Mac and File Explorer on Windows.
Folders by client and year, set up for you
Every upload scanned for viruses
Text in scans recognized, so documents can be searched
Desktop apps for Mac and Windows
Cadence Drive
› Okafor household › 2026
Clients
Bélanger, Sophie
Chen & Daughters
Desrosiers, Anne
Okafor household
Tremblay, Luc
Tax slips
6 files
Signed
2 files
T4 · Harbourline Logistics.pdf
Apr 3
RRSP contribution receipt.pdf
Mar 1
Notice of assessment 2025.pdf
Jun 2
AI AND THE ASSISTANT
The assistant finds clients, drafts messages and follows up, using the same permissions you have. Anything that changes data waits for your confirmation.
Sees only what you are allowed to see
Asks before it sends, changes or deletes anything
Every action recorded under your name
Which T1 clients still owe us a T4 slip?
Seven clients on the T1 season haven’t uploaded a T4 yet. Three of them are due this week.
Bélanger, Sophie
Apr 14
Okafor household
Apr 15
and 5 more
Send each of them a reminder.
Send 7 portal reminders?
“Hi, we’re still missing your T4 slip for your 2026 return. You can upload it from the Cadence app.”
Send reminders
Edit message
AI · DOCUMENTS
Documents that read and file themselves
Cadence recognizes each upload, names it, files it under the right client and year, and ticks it off the list of what you asked for.
AI · CLIENT BRIEF
A living brief on every client
A running summary built from documents, messages and meetings. Every fact shows its source, and you can ask the file a question.
AI · RETURN CHECK
A second look at every return
Before a return goes out, Cadence compares it with the slips, last year’s figures and the client’s profile, and lists what doesn’t match.
INTEGRATIONS AND APPS
QuickBooks Online
Connect a client’s books once and work from the same numbers.
Stripe
Payments to your own account. Connect it in a few clicks.
Microsoft 365
Client email shows up on the client’s record.
Google Workspace
Client email from Gmail shows up on the client’s record.
Fireflies
Meeting notes land on the right client and feed their brief.
Telnyx
Text messages with clients, kept on the client’s record.
Apple Pay and Google Pay
Clients pay from their phone in a tap.
FOR YOUR TEAM
Web · Mac · Windows
FOR YOUR CLIENTS
Web · iPhone · Android
MADE TO ORDER · COMING SPRING 2027
Every feature on this page is the same for every firm. What will sit on top is yours: you will tell Cadence what you want changed, in plain words, and it will be built for your firm alone.
Switch each app on or off for your firm
Your own terms, fields, columns, records and reminders
Small programs written for your firm alone
Previewed privately, live only when your admin approves
Ask Cadence to change something
Ready to preview
Let us pin an urgent note to the top of a client’s page, like “do not file until last year’s invoice is paid”.
Done in your firm’s own setup: a note field on each client, shown as a banner on their page whenever it is filled in. You can try it on one client before it goes live.
WHAT THIS CHANGE CAN DO
Show a note on the client page to your team
It cannot message clients, bill them or see SINs
Preview privately
Approve for the firm
A 30-minute walkthrough, shaped around how your firm works today.