Help centre
Plain-English answers to common questions.
GST/HST basics for Canadian small business
What HST is, who needs to register, when to file, and what an ITC really is.
Quick Method explained, in plain English
The Quick Method can save you money. Here's how it works and how to know if you should use it.
Uploading your first bank statement
Step-by-step walkthrough — what to upload, what to expect, what to check.
How OCR (reading scanned documents) works
Crumpled receipts? Phone photos? Image-only PDFs? Here's how we read all of them.
Switching from QuickBooks
Bring your data with you. Two ways to do it — including a free white-glove option.
Pushing data live to QuickBooks Online
Keep using QuickBooks alongside us. Push transactions live with one click — no file shuffling.
How transactions get categorized
What's an "ITC"? What does "needs review" mean? Plain-English answers.
Year-end checklist
What to give your accountant (or yourself) so tax filing is painless.
Inviting your accountant
Give your accountant their own login with view-only or edit access.