Everything your practice runs on, in one place
Fifteen modules that share one client record, one deadline board and one brand — yours.
SpidNums is practice management for Canadian accounting firms: client CRM, services catalogue, Task Master, CRA-aware reminders, e-signed engagement letters, a branded client portal and a live SLA dashboard — every module reading and writing the same client, service and deadline data, white-labelled down to the email footer.
Client management for accounting firms
One structured client record — contacts, year-ends, services and work — for Canadian accounting firms.
Client onboarding & portal invites
From first record to deadline-tracked client: contacts, services, e-signed letter and branded portal invite in one path.
Client data import & export
Template-driven CSV/XLSX import and full export — off the spreadsheet in an afternoon, never locked in.
Admin-defined custom client fields
Admin-defined fields on every client record — the attributes your firm tracks, structured instead of buried in notes.
Services catalogue & recurring cadence
Typed services with code, frequency and price — assigned per client with overrides, next-due dates driving the work.
Accounting workflow automation
Task Master: a project per client per period with ordered tasks, table/Kanban toggle and inline status changes.
Team workload & assignment
A staff roster with live-computed workload — clients handled and open tasks per accountant — for assignment decisions made on numbers.
CRA deadline management
One deadline feed from live client data — personal tax, GST/HST cadences, year-ends and tasks — triaged by shared SLA colours.
In-app notifications and alerts for accounting firms
an in-app feed and live header bell that keep the team current without another inbox
Digital engagement letters
services-priced engagement letters e-signed by clients on a public no-login page
Branded accounting client portal
a branded, client-scoped portal for services, deadlines, documents and letters
Accounting practice reporting
KPI cards, a Needs-attention list and one SLA colour rule shared everywhere
White-label branding for accounting firms
the whole platform under the firm's own brand — reselling invited
Custom domains and firm subdomains
instant firm subdomains or the firm's own domain — branding follows
Security and Canadian data residency
Canadian-hosted data (ca-central-1) with fail-closed per-tenant isolation
Start running a tidier, deadline-proof practice.
Set up your firm in minutes. No credit card to start.