Accounting firms & CPA practices
Tools for Canadian accounting firms and CPA practices around the work itself: invoice engagement and time fees with the GST/HST/QST rates you configure, remind clients of documents and deadlines by SMS or WhatsApp, and let them book meetings online. Your bookkeeping and tax software stay what they are — 4b2b handles billing, communication and scheduling.
Typical challenges
Engagement fees billed by hand in Word or Excel.
4invoices issues numbered PDF invoices from your client records, with the tax rates you set per client and a payment link.
Clients forget to send documents before deadlines.
4notify sends SMS or WhatsApp reminders to clients, manually or through its API.
Back-and-forth emails to schedule client meetings.
4appointments lets clients book a slot online in your availability.
The CRA expects records to be kept for six years.
That retention rule is the firm's responsibility; invoices issued in 4invoices stay available in your account for consultation.
Relevant modules from the 4b2b ecosystem
Frequently asked questions
Does 4b2b file returns or slips with the CRA?
No. 4b2b does not connect to the CRA or Revenu Québec; filings stay in your tax software. 4invoices covers invoicing your own clients.
Can I set GST, HST and QST on my invoices?
Yes. You configure the tax rates in 4invoices and apply the right one to each client or invoice line.
Can clients book appointments with the firm?
Yes, through 4appointments: clients choose a service and an available time slot online.
Can I send reminders by SMS?
Yes. 4notify sends SMS and WhatsApp messages to your clients, from the panel or via API.
Related solutions & guides
Specific modules and compliance guides especially relevant for this industry.
Ready for an integrated platform?
Bilingual pages (EN/FR) and pricing in CAD. One account for invoicing, online booking, SMS/WhatsApp notifications and hosting.
See pricing in CAD →