Tools to Help You Stay on Top of Your Finances
Free tools and templates to make bookkeeping and tax season easier. Use them yourself — and reach out whenever you'd like our team to take it from here.
Bookkeeping that answers back
Ask Claude, get your numbers
“What's my net profit?” “How much HST do I owe?” The built-in AI reads your actual books and answers with the same figures your reports show — then drafts invoices and entries for you to approve. It can't post a penny on its own.
CRA deadlines — and CRA reconciliation
T2, tax balance, HST by your filing frequency, T4s and T5s — computed from your own fiscal year and counting down on the dashboard. Then go further: drop your CRA statement of account and the AI reconciles it against your books, naming every difference.
Invoices that get paid
Branded invoices with payment terms, a polite “How to pay” box — Interac e-Transfer and card links — A/R aging, and customer statements. Send by email or WhatsApp in one click.
Canadian to the core
HST Quick and Traditional methods, the 50% meals rule, GST-only provinces, CCA classes with the half-year rule, GIFI codes for your T2 — the rules your books actually live under, built in.
Your books never leave your computer
Sign-in protects the app; your data stays in your own company folder on your own device — with automatic restore points, document storage, and receipts attached to transactions. Not our cloud. Yours.
A CPA behind every update
Built and maintained by J & M Tax Accounting Solutions. When it's time to file, hand your folder to us and your year-end starts from clean, review-ready books.
Downloadable Spreadsheets
Grab-and-go templates you can copy to your own Google Drive and start using right away.
Corporate Bookkeeping Template
A ready-to-use spreadsheet to track your corporate income and expenses through the year and keep your books organized for filing.
Open template →Personal Tax Checklist
Everything you need to gather before filing your personal taxes, so nothing gets missed and your return goes smoothly.
Open checklist →Uber Driver Expense Tracker
A T2125-ready spreadsheet for rideshare drivers to track income, expenses, mileage, and vehicle details — making self-employed tax filing simple.
Open tracker →These tools are provided for general informational purposes and don't replace professional advice. For help tailored to your situation, get in touch with our team.