CANADIAN WEB APPLICATION FOR ACCOUNTANTS AND BOOKKEEPERS

Your clients.
Your practice.
Your next level.

From the first entry to the year-end sign-off.
Client books, Canadian payroll and practice tools, together in your browser. No limit on company files. Your data stays in Canada.

Start a one-month trial See what's inside ↗

One-month trial • No limit on company files • PDF bank statement import • Direct Excel import • Hosted in Canada

YOUR CLIENT WORK, IN SYNC

Client overview WORKFLOW ILLUSTRATION

Lakeshore Plumbing & Heating ↗

Your client's finances at a glance.

Total income$48,250 CAD↗ 18.6% this month

Net profit$18,420↗ 12.4% this month

Cash flow Last 6 months ↗

Apr

May

Jun

Jul

Aug

Sep

Recent activity All transactions ↗

Invoice #1042 paidLakeshore Plumbing · Today

+$2,400.00

Fuel, Petro-CanadaAuto-categorised · Vehicle · HST 13%

−$89.00

One less thing to do.12 transactions auto-categorised

✦

ONE CONNECTED PRACTICE

Accounting

CRM

Payroll

Year-end sign-off

Automation

YOUR PRACTICE. YOUR FIT.

Tools for the way you practise.

Try ApexLedger free for one month. Choose the edition that fits your practice. Every edition has no limit on company files.

BOOKS & INVENTORY · NO LIMIT ON COMPANY FILES

Accounting Essential

Core accounting, invoicing, banking and inventory for your client books.

One-month free trialPer seat, per month in Canadian dollars after the trial. Ask for pricing.

Start with Essential

No limit on company files
Double-entry bookkeeping & journals
Sales invoices, bills & payments
Inventory & purchase orders
Bank import, categorisation & reconciliation
GST/HST, GIFI & accountant tools
Reports with drill-down, Excel & PDF
Help & Tutor with 45 lessons
Hosted and backed up in Canada

THE CONNECTED PRACTICE SUITE ↗

FULL SUITE · NO LIMIT ON COMPANY FILES

Ultimate Suite

Accounting, payroll, inventory and client management in one edition.

One-month free trialPer seat, per month in Canadian dollars after the trial. Ask for pricing.

Start with Ultimate

No limit on company files
Everything in Accounting Essential
Client CRM, deadlines & reminders
Document checklists & return status
Appointments, engagement letters & client communication
Canadian payroll for every province
Custom reports & budgeting
Projects & fixed assets
User permissions & approvals
Month-end close, audit tools & Year-End Sign-off
GIFI mapping & T2 working papers

BOOKS & PAYROLL · NO LIMIT ON COMPANY FILES

Payroll

Bookkeeping and Canadian payroll for your client companies.

One-month free trialPer seat, per month in Canadian dollars after the trial. Ask for pricing.

Start with Payroll

No limit on company files
Bookkeeping & invoicing included
Employee records & pay runs
Pay stubs, ROE & payroll journals
Source deductions & PD7A reports
T4, T4A, T5018 & T5 year-end slips
WSIB and Ontario EHT
GST/HST & accountant tools
Hosted and backed up in Canada

Accounting Essential includes books and inventory. Payroll includes books and payroll. Ultimate Suite includes both, plus client CRM. A seat is one person with their own sign-in; company files are never counted. Prices exclude HST.

MAIN HIGHLIGHTS

Four things you will notice
on day one.

    01 / PDF STATEMENTS
Bank statement PDF importDrop in the PDF statements from the bank or credit card, a whole year at once. ApexLedger reads the transaction table, checks the opening and closing balance on the statement, and takes you straight to categorise and reconcile. No CSV, no retyping.

    02 / EXCEL
Direct Excel importBring a client over from QuickBooks Online, QuickBooks Desktop or Xero: the chart of accounts and the transactions come straight from the Excel export, no conversion first. Bank CSV files from Excel import the same way.

    03 / COMPANY FILES
No limit on company filesEvery edition keeps as many client companies as you have. A seat is one person; company files are never counted, never charged and never capped.

    04 / YEAR END
Year-End Sign-offA CPA-style final report with a light on every check: reconciliations, HST, payroll, GIFI, unmapped accounts and open exceptions, with a decision line to sign before the file goes to the accountant.

  

LESS ADMIN. MORE CLIENT FOCUS.

Connected client work.
A clearer working day.

Bring client accounting, relationships and follow-ups together. Keep the details organised so your team can focus on the work that needs its attention.

01 / AUTOMATE

Import. Categorise. Reconcile.

Import OFX, QFX, QBO and CSV bank downloads, apply categorisation rules, match payments and reconcile every bank and card to the cent. Type a sentence in Quick Entry and it comes back as a posting to confirm.

"expense 85.50 fuel on Visa with HST"Posted

02 / CONNECT

Keep client context close.

Connect client information and financial activity with the built-in CRM. Open a client's books from their record and keep the context you need for the next conversation.

Client → Invoice → Payment → Deposit↗

03 / STAY AHEAD

Stay ahead of every deadline.

The Action Centre warns before HST filings, PD7A remittances, T4 season and client deadlines are due, so nothing is found late and the work is already in view.

PD7A due 15 OctReminder set

SEE IT

The application,
as your team sees it.

Real screens from a client file in the browser: the Dashboard with every bank and card at a glance, and the Client CRM with each client's filing deadlines already computed.

ApexLedger dashboard showing eight bank and card accounts, cash balance, receivables, payables, net income, GST/HST payable and a cash-flow chart — **Dashboard** · every bank and card balance, receivables, payables, HST payable and cash flow, one click from the entry behind each number.
ACCOUNTING

ApexLedger Client Management (CRM) showing upcoming GST/HST, T2 and fiscal year-end deadlines for several clients, colour-coded by urgency — **Client Management (CRM)** · GST/HST, T2 and year-end deadlines for every client, colour-coded, with Mark Informed after each follow-up.
CLIENT CRM

CLIENT CRM · INCLUDED IN ULTIMATE SUITE

Know the client.
Stay ahead of the work.

More than a contact list. Bring client details, outstanding documents, deadlines and follow-ups into one place.

From the client record straight to the books.

Link a company file to a client and open their bookkeeping from the Client Hub.

Explore Ultimate

Complete client profiles

Keep contact information, personal and family details, T1/T2 return type, fiscal year-end and GST/HST filing frequency together.

Deadlines you can prioritise

See colour-coded due dates and overdue work. Filter the next 7 or 15 days, and mark clients as informed after a follow-up.

Missing documents & return status

Track outstanding documents with client checklists. Record whether a return is completed or filed so the next step stays clear.

Appointments & reminders

Schedule client appointments and create dated reminders with notes. Track completed follow-ups alongside upcoming work.

Communication within reach

Open WhatsApp, email or a phone link from client details. Keep notes and dated comments for context before your next conversation.

Engagement letters & exports

Generate engagement letters, search client records, open linked companies and export the client list to a spreadsheet.

Also support your insurance clients. Track product types and policy expiry dates, with renewal, thank-you and birthday message templates.

THE DETAILS ACCOUNTANTS NEED

Built beyond
everyday bookkeeping.

Follow the work from source transactions through reconciliation, reporting and year-end preparation.

Accounting & control

Chart of accounts, journal entries, general ledger, trial balance, period locks, approvals and month-end close. Posted entries are voided, never deleted.

Canadian tax preparation

HST, GST-only, exempt and meals codes on every line; the return built from them; filed periods locked. PST, RST and QST by province, quick method, GIFI mapping and T2 schedules 100, 101 and 125.

Review & audit

Auditor Centre, audit exceptions, Activity Log, reclassify, workpapers, CPA review package, continuity schedules and a Year-End Sign-off with a light on every check.

Sales, purchases & stock

Estimates, sales orders, invoices, sales receipts, credit notes, statements, vendor bills, purchase orders with receiving and invoice matching, inventory at moving-average cost.

Reports that drill down

Trial balance, P&L on accrual or cash basis, balance sheet, cash flow, ageing, sales by customer, expenses by vendor. Every name on every report opens the record behind it.

Payroll through year-end

CPP and CPP2, EI, federal and provincial tax from the CRA tables, WSIB, Ontario EHT. Pay stubs, PD7A, ROE, T4, T4A, T5018, T5 and direct deposit files.

Your browser. Your client work.

A web application bringing client accounting, CRM and payroll into one browser-based workspace. Nothing to install, nothing to patch: updates arrive on the server and every seat sees them the same morning.

Compare editions ↗

EXPLORE EVERY MODULE

The tools.
The details. The difference.

Choose a module to see what it includes, how it supports your practice and which editions provide it.

Included in all three editions

The complete accounting foundation.

Work from source documents to the ledger, with the controls you need to review and close client books.

Chart of accounts

Organise the accounts used to classify transactions and prepare financial reports, with account types, sub-accounts and GIFI codes.

Journal entries

Record accounting entries and adjustments, recurring or one-off, then review their effect in the general ledger.

General ledger & trial balance

Inspect account activity and balances as part of your regular bookkeeping and review process.

Sales & receivables

Estimates, sales orders, invoices, sales receipts, credit notes, statements and late interest. Receive Payment then Make Deposit, the way the bank sees it.

Bills & payables

Vendor bills, approvals, part payments, vendor credits, recurring bills and mileage claims, with accounts payable ageing.

Period control & month-end

Period locks, approval workflows and month-end close tools support a controlled accounting process.

A connected route from everyday entry to review-ready client books.

Start a one-month trial

HOSTED IN CANADA

Your data stays
in Canada.

A bookkeeping firm holds other people's books. That is a responsibility we designed around, not a feature we added later.

Canadian regions only

The service runs in Microsoft Azure Canada Central, with backups copied to Canada East. No data leaves the country.

One file per company

Each client's books are a separate file in your organisation's own folder on an encrypted disk. Another organisation can never open it.

Named sign-ins

Every person has their own sign-in. Every entry and every change is stamped with their name in the Activity Log.

Nothing to install

Runs in the browser on any computer, at the office or at home. Updates arrive on the server; there is nothing to download or keep patched.

Built to be audited

Posted entries are voided, never deleted. Filed returns lock their period. Every report traces to the entry behind it.

No AI in your books unless you ask

The optional assistant and the optional voice recognition are off by default. Your books are never used to train anything.

BUILT AROUND YOUR PRACTICE