Practice Management Software for Accounting Firms in Canada
FinnDesk is practice management software for accounting firms in Canada — CPA firms, bookkeepers and tax practitioners managing CRA deadlines for individuals, corporations and employers. Keep T1, T2, GST/HST and slip deadlines on one calendar, collect documents without chasing and bill completed work from one workspace.
The deadlines accounting firms in Canada manage every year.
Filed with the Canada Revenue Agency (CRA) and provincial tax authorities. FinnDesk turns each of these into a recurring task for every client it applies to.
Personal returns (T1)
Due April 30 for most individuals; June 15 for self-employed individuals, with any balance still due April 30.
Corporate returns (T2)
Due six months after each corporation’s fiscal year end, with tax payable two or three months after year end.
GST/HST returns
Filed monthly, quarterly or annually depending on each registrant’s reporting period and revenue.
T4 and T5 slips
Information returns for employment and investment income, due by the end of February.
Deadlines summarised for planning. Always confirm current rules with the Canada Revenue Agency.
How FinnDesk fits an accounting practice in Canada.
Year-end driven corporate work
Each corporate client’s fiscal year end drives its own T2 and payment dates, generated automatically as recurring tasks.
Tax season and slip season together
February slips and the April T1 peak sit on the same calendar, so capacity problems show up before they happen.
Provinces handled per client
Tag clients by province so HST and provincial obligations follow the right schedule.
Works with your ledger
Sync clients, invoices and payment status with QuickBooks and Xero.
Everything your firm runs on, in one place.
Recurring compliance and tasks
Schedule every filing once per client; FinnDesk creates the tasks and reminds the owner before each due date.
Learn moreOne record per client
Contacts, entities, services, documents, messages and invoices together on a single client record.
Learn moreDocument collection over WhatsApp and email
Send checklists, track what has arrived and follow up automatically until everything is in.
Learn moreBilling from completed work
Completed tasks and logged time queue up for invoicing, and retainers go out on schedule.
Learn morePlans are billed annually in USD and priced by team size, with unlimited clients. See pricing
Practical guides for accounting firms in Canada.
Local guides on compliance calendars, client onboarding and running a practice in Canada are coming soon.
Accounting practice management in Canada, answered
Does FinnDesk file returns with the CRA?
No. Returns are prepared and filed in your tax software. FinnDesk manages the deadlines, documents, workload and billing around them.
Can deadlines follow each corporation’s fiscal year end?
Yes. T2 filing and payment tasks are scheduled from each client’s own year end, not a single firm-wide date.
Can we manage GST/HST filers on different reporting periods?
Yes. Monthly, quarterly and annual filers each get their own recurrence, all on one calendar.
Is pricing in Canadian dollars?
Plans are billed annually in USD, priced by team size, with unlimited clients on every tier.
Still have a question? Talk to us
FinnDesk in other countries
Run your accounting firm in Canada from one workspace.
14-day full-feature trial with no credit card. Import your clients and see your next deadline cycle on one calendar.
14-day free trial · No credit card · Setup in under 10 minutes