Run your accounting firm
without the chaos.
CertaFlow is the workflow management platform purpose-built for Canadian accounting firms. Track clients, deadlines, documents, and billing — all in one place.
Built for firms across Canada
GST/HST, PST, and Worksafe coverage included — CRA deadlines built in for every province
Everything your firm needs. Nothing it doesn't.
CertaFlow replaces your practice manager, communication tools, AI assistant, payroll module, and more — one flat price, all included.
Task & Filing Tracking
T2, GST, PST, and Worksafe filings tracked with statuses, priorities, and assignees.
Deadline Calendar
CRA deadlines auto-populated for every client. Color-coded by urgency — never miss a date.
Client Pipeline
Kanban board showing every client's progress through each filing stage at a glance.
Recurring Templates
Create task templates once. CertaFlow generates the right tasks every filing season automatically.
Smart Work Assignment
AI-powered workload balancing assigns the right work to the right staff member.
Secure Client Portal
Send a branded link — clients upload exactly what you need, from any device, no email needed.
Prospect CRM
Track new client leads from first inquiry to signed engagement letter — nothing falls through.
Call Logs
Log every client call with notes and outcomes. Full call history visible per client file.
Inbox Monitor AI
AI scans client communications and surfaces overdue replies before they become a problem.
Team Chat
Built-in team messaging keeps staff aligned without anyone leaving the platform.
AI Assistant
Canadian tax context built in — draft letters, explain CRA deadlines, flag at-risk files in seconds.
AI Client Brief
One click before any client call. AI generates a full briefing summary of the client's file.
Bank Statement Reader
Upload any PDF or CSV bank statement. Transactions parsed and categorized automatically.
Global Search
Find any client, task, document, or note across your entire firm — instantly.
Billing & Invoicing
Track billable time, issue invoices, and export to QuickBooks with one click.
Payroll Module
Run client payroll with period generation and automated paystub delivery.
Time Tracking
Staff clock in/out by client file. Break deductions and daily totals handled automatically.
Bookkeeping Tracker
Track period coverage, document status, and OCR integration per bookkeeping client.
Document Management
Organized, secure cloud storage for all client documents with version history.
E-Signatures
Legally binding e-signatures for all Canadian provinces — no separate subscription needed.
Missing Info Tracker
Per-client checklist of outstanding items with automatic follow-up reminders.
CRA Correspondence
Track CRA notices with status workflow per client. Never lose a CRA letter.
Workload Reports
See who's overloaded and who has capacity — before work slips through the cracks.
Firm White-label
Your firm's name, logo, and brand colour on every client-facing page, portal, and email.
Client CSV Import
Bulk-import your entire client list from any spreadsheet in minutes.
Audit Log
Every action tracked per firm and per user. Meets professional practice standards.
Three steps from signup to running your firm
No lengthy onboarding, no consultant fees. Most firms are fully set up within a few hours.
Set up your firm in minutes
Create your account, import your client list from a spreadsheet or CSV, and invite your team. No spreadsheets going forward.
Build your client workflows
Assign tasks, set CRA-aware deadlines, and send document request links to clients — all from one dashboard.
Let CertaFlow handle the rest
AI surfaces at-risk files, clients get automatic reminders, and your team sees exactly what needs attention — today.
Stop chasing clients.
Let the portal do it.
Send clients a secure link — they see exactly what you need, upload their documents, and you get notified instantly. No email threads, no "did you get my file?", no manual follow-ups.
- Branded client portal — your firm's name, not ours
- Automatic reminders if documents aren't uploaded
- Files go straight into the client's file — no re-organizing
- Clients can sign documents in the same portal
More than a task manager
CertaFlow includes advanced capabilities that used to require separate tools — and separate bills.
AI Assistant
Your built-in AI understands Canadian tax context. Ask it to summarize a client file, draft an engagement letter, flag overdue tasks, or explain a deadline — all in plain language.
- Summarize client history instantly
- Draft engagement letters
- Explain CRA deadlines in plain language
- Surface at-risk files before they slip
Bank Statement Conversion
Stop manually re-entering bank data. Upload any PDF or CSV bank statement and CertaFlow parses, categorizes, and maps transactions automatically — ready for reconciliation.
- Supports all major Canadian banks
- PDF and CSV upload
- Automatic transaction categorization
- One-click QuickBooks export
E-Signatures
Send engagement letters, consent forms, and authorization documents for legally binding e-signature — directly from CertaFlow. No separate e-signature subscription needed.
- Legally binding in all provinces
- Pre-built engagement letter templates
- Automatic reminders for unsigned docs
- Full signature audit trail
How much is your admin time worth?
CertaFlow firms typically recover 4–6 hours per staff member per week in admin overhead. See what that's worth to your practice.
Monthly subscription cost for 3 users
A 3-person firm recovering 15 hours/week at $150/hr gets back $9,000/month of billable capacity — for a flat $149/mo.
Based on average time savings reported by accounting firms. Actual results vary by firm size and workflow complexity.
Replace 6 tools with one
Most Canadian firms are duct-taping 5–6 apps together and paying for each separately. CertaFlow replaces every one of them — for less than you're paying for just two.
Managing 6 separate subscriptions
One login · one invoice · one flat rate
No credit card required · Setup in minutes
See why Canadian firms choose CertaFlow
One platform for practice management, AI, bank conversion, and e-signatures — built for Canada, priced simply.
Why CertaFlow is differentBuilt around Canadian tax deadlines
T2 corporate filings, GST/HST quarterly remittances, PST returns, Worksafe assessments — CertaFlow knows all the Canadian deadlines and keeps your team on top of them automatically.
- T2 corporate tax (6 months after fiscal year-end)
- GST/HST monthly, quarterly & annual
- PST filing deadlines by province
- Worksafe annual assessments
Real firms. Real results.
From sole practitioners to multi-partner firms across Canada
"We went from spending 2 hours every Monday chasing deadlines to about 15 minutes. That's nearly 8 hours a month back at senior-CPA rates — CertaFlow pays for itself in week one."
"Our document turnaround dropped from 3 weeks to 8 days. Clients upload before we even have to ask — the portal sends the reminders for us."
"I tried Jetpack Workflow and a couple of others. CertaFlow is the first tool that actually understands Canadian tax. The CRA deadline generator replaced a spreadsheet I'd been maintaining for 4 years."
Simple, transparent pricing
Flat monthly rates — no per-client fees, no hidden charges. Start with a 14-day free trial.
See all plansFrequently asked questions
Everything you need to know before you start your trial
Ready to bring order
to your practice?
Join Canadian accounting firms who replaced their scattered tools with one platform built for them.
Questions? support@certaflow.com