MADE TO ORDER · COMING SPRING 2027
Every firm runs the same secure core and chooses from the same apps. On top of that, from spring 2027, Cadence will be shaped to the way your firm works. You will ask for a change in plain words, see it privately, and switch it on when it is right.
YOURS ALONE
Your firm’s changes
Your terms, fields, rules, records and screens, built on request.
SWITCHED ON FOR YOUR FIRM
Cadence’s apps
Clients
Work
Documents
Billing
E-signatures
Bookkeeping
Reporting
Payroll · off
THE SAME FOR EVERY FIRM
The locked core
Sign-in · permissions · encryption · payments · signatures · audit trail
01 · APPS
Cadence’s features are apps. A tax-only practice can leave payroll and bookkeeping off, and switch them on the day it takes on that work. Off means off everywhere, for your team and your clients.
E-signatures
On
Bookkeeping
On
Reporting
On
Payroll and time
Off
02 · YOUR WAY OF WORKING
Your own words for things, your own fields, columns and records, and rules that open the next task for you. Most of what firms ask for lands here.
Chen & Daughters Bakery
CLIENT
Do not file until last year’s invoice is paid.
Engagement letter
Signed Sep 12, 2025
GST/HST filing
Quarterly
03 · YOURS ALONE
When a setting or a rule isn’t enough, Cadence writes a small program just for your firm: a screen, an export in your own template, a check that runs every Monday. It runs sealed inside your firm’s own space.
Likely duplicate clients
MONDAYS 8:00
Tremblay, Luc
Tremblay, Lucas
Chen & Daughters Bakery
Chen and Daughters
2 pairs to review · nothing is merged for you
Some requests will need an ability Cadence doesn’t have yet. We will build it once, into the product every firm runs, and switch it on for the firm that asked. You will never be left on a private copy that misses the next update or security fix.
HOW A CHANGE HAPPENS
01
Ask
In Cadence, choose “Ask Cadence to change something” and describe what you want. It asks a few questions and plays back what it understood.
02
Know where it stands
You are told how it will be done, or that it needs a change to Cadence itself, and you can follow its status as it moves.
03
Preview it privately
Your admin sees the change working with your firm’s own data. Nobody else at the firm sees it yet.
04
Read what it can touch
A short list, in plain words, of what the change may read and do, and what it can’t.
05
Approve it, or undo it
One click makes it live for your firm. Every version is kept, and going back is one click too.
CHANGE REQUEST
Engagement letter renewals
Ready to preview
Warn us when a client’s engagement letter is more than a year old, before anyone starts their return.
Understood: the date each letter was signed, a reminder task 11 months later, and a letter-status column in your client list. This fits inside your firm’s own setup.
WHAT THIS CHANGE CAN DO
Read your client list
Create tasks for your team
It cannot see SINs or bank details
It cannot message clients or send anything outside Cadence
Preview privately
Approve for the firm
Version history
A few of the things accountants ask of their practice software, and how Cadence will meet each one.
The request
How Cadence will meet it
What it is
Rename pipeline stages and statuses to our own terms
A setting your admin changes
A setting
Warn us when a client’s engagement letter is more than a year old
A date on each client, with a reminder rule
Your setup
Pin an urgent note as a banner at the top of a client’s page
A note field, shown as a banner when it is filled in
Your setup
Remind us before each client’s GST/HST filing period ends
A field and a scheduled reminder
Your setup
Show a household as one group with a combined status
A linking record and a grouped view
Your setup
Create next year’s job automatically and carry the notes forward
A rule that runs when a job is completed
Your setup
Export to Excel in our own template
A small program that fills your spreadsheet
Your program
Flag likely duplicate clients for us to review
A check that runs on a schedule
Your program
A stronger PDF editor: reorder pages, redact and mark up
A new ability, built into Cadence for every firm
Cadence itself
Drawn from 290 requests accountants made of practice software on public forums and idea boards.
The parts of Cadence that guard your clients’ records are the same tested code for every firm. Nothing made to order will be able to alter them.
Passkeys, two-step codes and lockouts work the same way for every firm.
A change can show a person only what their role already lets them see.
A change may prepare a draft invoice. It can never charge, refund or change tax.
Signing stays exactly as it is. Every signer is still a signed-in client.
Never shown to anything made to order, on any screen or report.
Everything a change does is recorded under its own name, and one switch turns your firm’s changes off.
Yours stays yours
Your changes run inside your firm’s own space. Nothing another firm asks for can reach you, and nothing of yours can reach them.
Built without your data
The AI agents that build a change work from made-up sample data. They never see your clients’ records.
Tested before every update
Your firm’s changes are tested against each new version of Cadence before it ships.
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In a 30-minute walkthrough we show Cadence with your own services and deadlines, and how that one thing would be made for your firm.