SlipYard
The practice CRM built for Canadian accounting firms
Client documents, e-signatures, CRA authorizations, and season workflow — beside your tax software, with a client portal your most technology-shy clients can actually use.
No card required for the trial. Data stored in Canada (ca-central-1).
Document vault & checklists
Every upload is virus-scanned into an encrypted vault in Canada. Per-return checklists show exactly what's still missing.
A portal clients actually use
Big type, plain language, no passwords — a text-message link and a code. Clients photograph slips with guided capture.
E-signatures with a CRA-ready trail
Place fields on the real form, sign remotely or in person, and keep an immutable executed PDF with a full audit page.
CRA authorizations & AFR reconciliation
See authorization coverage at a glance, and reconcile CRA Auto-fill slip data against what's on file before you file.
AI that drafts, never acts
Practice assistant, email drafts and meeting prep — scoped to what the asking staff member may see. It never sends or changes records.
Serious about tenancy & privacy
Row-level security per firm, role-based permissions with a full audit log, SINs encrypted at the application layer.
Simple pricing
$300 / month per firm
- Every feature, every plan — nothing gated
- Unlimited staff, clients, and portal links
- 14-day free trial, cancel any time