Contacts Directory
| Contact Name & Role | Conflict Check Status |
|---|---|
| No contacts added yet. | |
Matters & Files
| File Number | Case Name & Forum ↕ | Status ↕ |
|---|---|---|
| No matters created yet. | ||
Master Billing & Accounting Hub
WIP (Unbilled Tasks)
$0.00
Draft Invoices
$0.00
Approved / A/R
$0.00
Total Paid Revenue
$0.00
| Invoice # | Matter & Client | Bill & Due Date | Subtotal | HST (13%) | Total Amount | Status | Actions |
|---|---|---|---|---|---|---|---|
| No invoices generated yet. | |||||||
General Operating Account Ledger & Percentage Allocations
Auto-deducts savings, income tax, and HST collected into dedicated business accounts upon invoice settlement.
10% General Savings Reserve:
$0.00
15% Income Tax Reserve:
$0.00
13% Net HST Account Collected:
$0.00
Business Expense & Input Tax Credit (ITC) Tracker
| Date | Description | Amount | HST Paid (ITC Recapture) | Action |
|---|---|---|---|---|
| No operating expenses logged yet. | ||||
Practice Master Agenda & Deadlines
| Date & Time | Matter / File # | Agenda Event | Status | Category | Actions |
|---|---|---|---|---|---|
| No scheduled agenda events found. | |||||
E-Signature Document Studio
| Document Title | Tagged Matter File | Signer Name | Status | Date Created | Actions |
|---|---|---|---|---|---|
| No document packages prepared for e-signature yet. | |||||
Trust Accounting, HST & Financial Reports
HST Collected & ITC Recapture Audit Report
Generates a complete accounting summary of HST collected on paid invoices versus Input Tax Credits (ITCs) paid on general expenses to calculate net tax payable to CRA.
Monthly Client Statement PDF (Tasks & Trust)
Generate a comprehensive statement for a client file covering a selected billing period.