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A professional website
A fast, credible site that makes people confident enough to call you.
Professional services
Deadlines met, documents found, fees collected.
One workspace for engagements, client records and billing — with a portal that ends the document chase.
Sound familiar?
The things that actually slow you down.
If more than two of these land, the website is only half the problem.
- Statutory deadlines tracked in a spreadsheet nobody owns
- Endless email chains asking clients for the same documents
- Time recorded late, or not at all
- Fees written off because the work was never captured
Your language
It does not call everything a “project”.
The workspace uses the words your industry already uses out loud, so nobody has to translate.
Terminology
- Customers are
- Clients
- Work is a
- Engagement
- Work items are
- Actions
Engagement status
The same underlying states across every business — labelled the way you say them.
ScopingLiveAwaiting informationClosedCancelled
Fields
The things you always need to know.
Added for professional services without cluttering anyone else's workspace.
On each client
Company numberHST/GST numberFinancial year endEngagement letter signed
On each engagement
Scope of workBilling modelStatutory deadline
Price list
Something to start from.
Seeded on day one. Change the numbers until they are yours.
- Advisory — partnerCA$250per hour
- Advisory — managerCA$150per hour
- Bookkeeping — monthlyCA$350per month
- Year-end accountsCA$1,450per engagement
- HST returnCA$225per return
- Payroll — per employeeCA$9per employee/month
Client portal
Your clients see exactly what they should.
Their own work, their documents and their invoices — and nothing else.
- Engagements
- Documents
- Invoices
- Messages
Everything else
And the rest of it, as standard.
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Customer portal
Somewhere for your clients to see their own work without phoning you.
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Admin dashboard
The whole business on one screen, first thing in the morning.
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Projects and tasks
Track work from first quote to final sign-off.
Set up for professional services from day one.
Book a consultation and we will show you your own engagements in the workspace — and tell you honestly whether you need it yet.
No obligation · No sales sequence afterwards · No contract required