Industry · Accountants

Accounting firms & CPA practices

Integrated platform for modern Canadian accounting firms: client anagraphics with engagement management, shared bookkeeping in 4Conta, exports to QuickBooks Online / Xero / Sage 50 and payroll preparation in 4SoftHR. Your firm and your clients work in real time on the same data, no multiple logins or manual data ping-pong.

Typical challenges

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Challenge

Clients send documents via email and mail.

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How 4b2b helps

Client portal with drag-and-drop upload, OCR document recognition and pre-categorization automatic.

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Challenge

Manual data exchange with client software.

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How 4b2b helps

Native exports for QuickBooks Online, Xero, Sage 50, Wave, FreshBooks — one click to the software the client uses.

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Challenge

Firm workflows in Excel and Outlook.

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How 4b2b helps

4MyProjects structures each engagement as a project with deadlines, owners and status dashboards.

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Challenge

Outsourced expensive document archival.

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How 4b2b helps

CRA 6-year retention included, immutable audit log, automatic annual time stamps.

Relevant modules from the 4b2b ecosystem

Frequently asked questions

Is the platform CRA-compliant for retention?

Yes. 6-year retention per CRA rules, immutable audit log, annual time stamps and responsible custodian designation built-in.

Integration with QuickBooks Online / Xero / TaxCycle?

Yes — bi-directional sync via API. Read-only access for accountant or direct integration with the client's chosen software.

How is client data security managed?

Canadian residency option (Toronto, Montréal) on Enterprise plans, PIPEDA + Law 25 DPA signed, role-based access per employee and client.

Multi-firm associated practices?

Yes. Multi-firm with shared or segregated employees, cross-firm access for partners, internal billing between network firms.

Migration from TaxCycle / ProFile / Caseware?

Importers for TaxCycle, ProFile Premier, Caseware, CCH iFirm, QuickBooks Online. Mapping wizard with preview before final cutover.

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Specific modules and compliance guides especially relevant for this industry.

Ready for an integrated platform?

Free demo, bilingual support (EN/FR), CRA-ready and CASL-compliant, optional Canadian data residency. One platform for your business.

See pricing in CAD →