Draft for professional review before publication. General educational information only; not personalized tax, financial or legal advice.
Map your workflow
Consider invoicing, expenses, bank transactions and reporting needs. Identify who will use the software and what they need to do.
Review practical requirements
Look at access controls, reporting options, bank feed support and the ability to export records. Consider the training and ongoing support your team may need.
Plan the setup
Create a suitable chart of accounts and agree on transaction categories. Review opening balances and test a small workflow before relying on the system for regular reporting.
For current official requirements, consult the Canada Revenue Agency or an appropriate adviser.
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