The books
Chart of accounts, journal entries, invoices, bills, estimates that convert to invoices, AR/AP aging, banking, budgets, and a statement of cash flows - per client company, scoped and numbered correctly.
Accountant Mode
Run a whole book of clients' books from one login
Bookkeeping, invoicing, tax prep, and a practice dashboard - with the same Active Intelligence that reads a bank-statement PDF straight into a ledger. Built for Canadian practices.
Multi-client
One workspace, every client company
T1 / T2 / T2125
Personal, corporate, self-employed
GST / HST
Filing-ready returns
Practice view
Every client's status at a glance
One workspace, every client
The books, the tax, and the practice - grounded in each client's ledger
Tax prep
T1 personal, T2 corporate, and T2125 self-employed, with GIFI mapping, CCA, small-business deduction, salary-vs-dividend and pension-splitting optimizers - grounded in the client's own ledger.
Client intake
Send an onboarding or tax questionnaire by magic link; the client answers with no new account; the answers write back to their file for the engagement.
Practice dashboard
Every client's status, deadlines, and outstanding items in one view - plus cross-client optimization so nothing is left on the table across the book.
Documents in, structured
Drop a bank statement or receipt PDF and Hanna extracts the transactions into a table ready for the ledger - the Excel add-in's extraction, applied to bookkeeping.
Your brand, white-label
Firm branding on statements and invoices; each practice runs as its own tenant with its own data, isolated from every other.
Not only for accounting firms
For the advisory business itself, too
Accountant Mode also runs the accounting for an advisory or MGA practice - the back-office of the firm, not just its clients.