Service
Systems for Vancouver accounting firms — bookkeeping, payroll and client files that work in English and Chinese
Staff do the books and run payroll in English or Chinese, and clients send documents through a portal instead of email attachments. The system handles process and data; accounting and tax judgement stays with your accountants.
What is an accounting firm business system?
It brings bookkeeping, payroll, client communication and document collection into one connected set of tools. Staff work in whichever language suits them, clients send everything to one place, and the firm spends less time hunting for files and versions.
In Greater Vancouver we have built:
- A bilingual (English/Chinese) bookkeeping and payroll platform.
- A website and client portal for an accounting firm: the website helps clients find you, and the portal carries the work that follows.
We are also trialling a sales platform with an export sales team. If your firm wants a better handle on clients and leads, the same approach works as a CRM.
These systems manage workflow and data. They don't replace your accountants' judgement on how entries are booked or returns are filed.
What we build
Bilingual bookkeeping and payroll
An interface in English and Chinese, built around your workflow rather than a template.
A firm website
Clear about the services you offer and who you serve, so people in Greater Vancouver looking for an accountant can find you in Google and AI search.
A client portal
Clients sign in to send documents and deal with the firm in one place, instead of trading email attachments.
Client and lead management
Drawing on the sales platform we are trialling with an export sales team: prospects, quotes and follow-ups in one place.
How we work together
A 30-minute call
Tell us what software you use and where tax season gets stuck. We'll suggest where to start.
A written quote
Scope and cost in writing before any build begins.
A paid 2-week proof of concept
We build one module first. If you continue, the full cost is credited toward the project.
Launch and support
A bilingual (English/Chinese) team stays on it. Financial data can stay on your own servers.
Related case studies
Real deliveries, systems still running, clients anonymised.
Accounting firm systems: common questions
Is there bookkeeping and payroll software that works in both English and Chinese?
Yes. We built a bilingual bookkeeping and payroll platform where staff and clients each work in the language they prefer. It is shaped around your process, not an off-the-shelf template.
What is a client portal for an accounting firm?
It is where clients sign in to exchange documents and messages with the firm, instead of sending email attachments. We built a website and client portal together for an accounting firm.
Does this replace our accounting software or our accountants?
No. It cuts repeated data entry and file hunting; how entries are booked and how returns are filed stays with your accountants.
Where is clients' financial data kept?
It can be kept on your own servers, with access limited by role. How it is stored and who can see it are written into the proposal before we start.
Can it help us manage clients and leads, not just the books?
Yes. We are trialling a sales platform with an export sales team, and the same approach can serve as your firm's CRM: prospects, quotes and follow-up notes in one place.
How much does an accounting firm system cost?
It depends on the modules and the size of the firm. You get a written quote first, then a paid 2-week proof of concept that is credited in full if you continue.
Further Reading: Related Services
Tell us about your situation
In 30 minutes, tell us what slows you down. We will say what we can do and roughly how long it takes.