Run your whole firm — without missing a deadline.
One home for every client, every task and every CRA deadline. Colour-coded reminders, e-signed engagement letters and a live SLA dashboard — so nothing slips and everything is on record.
The practice operating system trusted to keep firms compliant
Everything your practice runs on, in one place.
Nine modules built to work together — the CRM feeds the work, the work feeds the deadlines, the deadlines feed the dashboard.
Client CRM
Legal name, address, fiscal year-end, officers and key contacts — searchable while you work a file. Import and export the whole book in CSV or XLSX.
Task Master
Per-client projects on annual, quarterly and monthly cadences — table or Kanban board, with assignees and due dates.
SLA dashboard
Every deadline as a green, orange or red ticket, ranked by how close it is. The firm sees what needs attention at a glance.
Services catalogue
Typed services — T4, T5, GST/HST, bookkeeping, year-end — each with its own reporting frequency that drives projects and reminders.
Your team
A roster with live workload — clients handled and open tasks computed from real data. Assign clients and tasks, keep internal notes.
Deadlines that chase themselves.
Personal tax in January, GST on each client's cadence, year-end one month before fiscal close — generated automatically and surfaced before they bite.
- Colour-coded red / orange / green by proximity
- Delivered on the dashboard and by email digest
- Snooze, mark done or dismiss — the firm stays in control
Letters that sign themselves.
Build a priced letter from your services, load scope from history, then send a branded link. Clients sign by type, draw or upload — and download the PDF.
- Services-based pricing with custom lines
- Client e-signature on a no-login branded portal
- Every letter and signature kept on the client record
Your logo. Your colours. Your platform.
One deployment hosts many firms — each fully isolated and fully branded. Your clients see your name on the app, the emails and the engagement letters. They never see ours.
Every firm isolated
Cryptographically scoped data — a firm can never see another's records.
Branded end to end
Name, logo, colours and letterhead resolve per tenant at runtime.
Super-admin console
Provision firms, set plans and limits, and audit every action.
Resell it as your own
Run it for one firm — or a hundred — from a single platform.
modules, built to work as one
white-label, down to the email footer
SLA so nothing slips unseen
availability, hosted in Canada
We stopped chasing deadlines in spreadsheets. Now the whole firm sees what’s due, what’s late, and what’s done — in one place, under our own brand.
One plan. Everything included, one simple price.
No tiers, no per-seat maths. Every firm gets the whole platform for a flat annual fee.
SpidNums — full platform
For accounting firms that want it all, from day one.
Billed annually · about $100/month
Start free trial- Unlimited clients & team members
- Client CRM, Task Master & SLA dashboard
- Colour-coded deadline reminders & email digests
- Engagement letters with client e-signature
- Services catalogue & branded client portal
- White-label branding — your logo, colours & emails
Reselling SpidNums to many firms under your own brand? Talk to us about white-label
Built to be trusted with client data.
Locked-down access
No public data access — every read runs through authenticated, tenant-scoped server actions.
Data residency
Hosted on Postgres in ca-central-1, aligned with PIPEDA and provincial privacy law.
Audited & isolated
Signed tenant sessions, JWT-verified portals, and an append-only audit log.
Start running a tidier, deadline-proof practice.
Set up your firm in minutes. No credit card to start.