IT consulting & software houses
IT consultant, web agency, software house — bill hours to clients without Excel sheets. Time tracking with configurable rates per project, auto-conversion hours → CAD invoice with right provincial tax, consulting contracts with e-signature, optional Canadian hosting for client projects, P&L per project with real-time margin.
Typical challenges
Hours tracked in Excel.
Time tracking via desktop and mobile app, integration with Toggl/Harvest, hours approved by client before invoicing.
Complex monthly billing.
Auto-generated CAD invoice at month-end with hours × rate, detail per project/task, GST/HST/PST/QST per client province.
Repetitive consulting contracts.
MSA and SOW templates with auto-fill from CRM, e-signature PIPEDA + Quebec CC, renewal alerts.
Client hosting to manage.
Multi-tenant EU hosting for client projects with separate access, aggregated billing, uptime monitoring.
Relevant modules from the 4b2b ecosystem
Frequently asked questions
Different rates per project?
Yes. Rates per project, per person, per task type (development/PM/QA). Monthly automatically computes detailed invoice.
Billing foreign clients?
Yes — US clients get GST/HST exempt with proper Canadian zero-rated certification, UK clients via specific export rules, EU OSS for B2C.
Client portal?
Yes — client accesses dashboard with project status, hours of the month, open/paid invoices, signed contracts, support tickets.
Can I resell hosting to client?
Yes. Purchase Canadian hosting wholesale and resell to client with your markup. Aggregated billing on your invoice, separate access for each client.
GDPR/PIPEDA for client data?
DPA signed with each client as data processor, sub-processor list public, audit log on accesses, optional Canadian residency available for sensitive data.
Related solutions & guides
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 →