Document management and CRA record keeping
The CRA generally requires businesses to keep books and supporting documents for six years from the end of the tax year, and accepts electronic records that are readable and reliable. The 4b2b document management product (4docs) is offered in Romania, Germany, France and Italy, not in Canada. 4b2b.net does not offer a dedicated module for this today. The hub gives you one account and a directory of the ecosystem products; in Canada these are 4invoices, 4notify, 4appointments and 4hosting.
What we solve
How long to keep records.
Market context: generally six years; longer in some cases.
Scanned receipts.
Market context: the CRA accepts electronic images if they are legible and reliable.
Keeping invoices in order.
4invoices keeps your issued invoices numbered and retrievable.
Key features
- CRA retention rules explained
- 4docs: not offered in Canada
- Issued invoices kept in 4invoices
- No certified archiving in Canada
Frequently asked questions
Does 4b2b have a dedicated module for this?
4b2b.net does not offer a dedicated module for this today. The hub gives you one account and a directory of the ecosystem products; in Canada these are 4invoices, 4notify, 4appointments and 4hosting.
Related sectors & guides
See how this solution applies to specific Canadian industries and read related compliance guides.
Ready to bring 4b2b to your Canadian business?
One account across the 4b2b ecosystem, pages in English and French, pricing shown in CAD. Start with the products available in Canada: invoicing, notifications, appointments and hosting.