Your clients

12 active · 4 with returns due this quarter · 3 waiting on your review

Active clients

0

+2 in last 30 days

Returns due this Q

0

2 within 14 days

Awaiting your review

0

—

Combined AUM

$1.84M

Annual revenue under management

Client	2026 revenue	Status	Next deadline	Needs attention
No clients yet. When a creator grants you read-only access, they appear here with their real figures.

Showing 7 of 12 · load all

2026 revenue

—

Deductions

—

Net business income

—

Est. T1 tax owed

—

Revenue · YTD 2026

Where Maya's money is coming from

See all activity →

Items flagged for your review · 5

Maya's classifications you should double-check

Mark all reviewed

✓

Patreon — March payout

Mar 31 · 12 supporters

Zero-rated (Maya: "mostly foreign") ETA Sch VI Pt V s. 7

Review —

Shopify — sponsorship

Mar 28 · wire transfer

Taxable · 5% GST (BC place of supply) ETA s. 165(1) · invoice pending

Missing inv # —

Aritzia — brand deal

Apr 12 · contract on file

Taxable · 5% GST ETA s. 165(1)

Verify —

Amazon Associates — March

Apr 1 · USD payout

Commission · zero-rated (non-resident) ETA Sch VI Pt V s. 7

Verify —

B&H Photo — camera lens

May 6 · USD → CAD via BoC rate

CCA Class 8 (capitalize, not expense) FX converted at the Bank of Canada rate

Verify class —

CPA adjustments · don't affect Maya's books

Your year-end adjustments

Export to TaxCycle

Description	Category	Amount
Reclassify "Gym membership" as personal Maya posted this to T2125; not deductible as creator content unless gym is the content focus. ITA s. 18(1)(h) · personal/living expense	Personal · removed from line 8810	—
Add Q4 vehicle expenses (Maya forgot) Three Uber receipts to brand shoots Oct–Dec, plus mileage log. T2125 line 9281 · business kms 412	Vehicle expense (business use)	+$284.50
Home insurance — split prorated Maya entered full $480; 17% home studio portion = $81.60. T2125 line 9945 · home office	Home office · adjusted	—

+ Add adjustment entry

Direct messages

Thread with Maya

MAYA · May 20, 9:14 AM

Hey — quick Q: I bought a lens. Just put it under "Equipment". Is that right or do I need to do something special?

YOU · May 20, 11:02 AM

Capitalize it as Class 8 (20%/yr declining). I'll handle the CCA schedule at year-end — just keep the receipt photo in your notes. Could you also confirm: is the lens used 100% for content or also for personal photos?

MAYA · May 20, 11:18 AM

100% content. It's a 24-70 f/2.8 — way too heavy for personal stuff lol.

YOU · May 21, 8:30 AM

Perfect. Logged as 100% business use. One more — your March Patreon shows 94% foreign supporters but Feb was 86%. Was March unusual or is the audience shifting? Affects how I handle Q1 HST.

MAYA · May 22, 6:42 PM

Posted a video that did well in the US — bumped foreign share for a month. Should normalize.

Maya gets a push notification

Audit trail

Recent activity

Maya resolved 3 Patreon reviews 2h ago

You added home-office adjustment yesterday

System: T1135 threshold crossed May 8

Maya uploaded May receipts May 7

Ready to file Maya's return?

Export her T2125, HST schedule, home-office worksheet, and CCA schedule directly into your tax software. Your adjustments are included; her live books stay untouched.

Filing queue

Every CRA deadline across your 12 clients · sorted by due date · use checkboxes to mark filed in bulk

Due this week

0

Maya HST · Liam T2

Due this month

0

Combined total: —

Filed YTD

0

100% on-time rate

Overdue

0

✓ No late filings

Client	Form	Period	Amount	Due	Status
M Maya Chen	HST Q2	Apr 1 – Jun 30	—	Jul 31, 202667 days	Ready
L Liam Park	T2	FY 2025	—	Jun 30, 202636 days	Needs review
M Maya Chen	T1135	2026 tax year	N/A	Apr 30, 2027340 days	Q4 close needed
MK Marcus Kim	GST Q1	Jan 1 – Mar 31	—	Apr 30, 2026Ready to file	Ready
S Sarah Kowalski	QST	2025 annual	—	Apr 30, 2026Filed Apr 28	Filed
A Aisha Patel	HST Q1	Jan 1 – Mar 31	—	Apr 30, 2026Filed Apr 22	Filed
R Riley Foster	HST Q1	Jan 1 – Mar 31	—	Apr 30, 2026Ready	Ready
J Jamie Tran	T1	2025	—	Apr 30, 2026Waiting on Q1 receipts	Waiting on client

Inbox

All client messages awaiting your reply · 3 unread · oldest unanswered: 2 days

M

Maya Chen2 hours ago

Patreon HSTPosted a video that did well in the US — bumped foreign share for a month. Should normalize.

Review

L

Liam ParkYesterday, 4:20 PM

T2 Owner payShould I do salary or dividends this year? My take-home target is ~$95k. Twitch sub revenue was up 22% over 2024.

Urgent

S

Sarah Kowalski2 days ago

VehicleI drive my car about 30% for content shoots. Can I claim the full insurance or just the business portion?

Question

MK

Marcus Kim3 days ago

Re: HST Q1Thanks Harvey — confirmed wire sent yesterday. Got the CRA confirmation email too.

Resolved

A

Aisha Patel4 days ago

Substack incomeJust signed a paid sponsorship deal with a SaaS company — $4k/month for 6 months. They want a CRA business number. Mine is 812 345 678 RT0001, right?

Question

R

Riley Foster5 days ago

Re: Subscription incomeGot it — I'll keep my OnlyFans payouts tagged as service revenue going forward. Appreciate the breakdown on the GST treatment.

Resolved

J

Jamie Tran1 week ago

Q1 receiptsHey sorry for the delay — life got hectic. I'll get those receipts uploaded this weekend, promise!

Follow up

Practice analytics

Your firm at a glance · client growth, revenue under management, niche mix, time-to-file

Total AUM

$1.84M

↑ 42% YoY

Active clients

0

+5 in 2026

Avg revenue/client

$153k

↑ $18k YoY

Avg time-to-file

11 days

↓ 4 days vs 2024

Revenue under management · 24-mo trend

The creator practice is growing

Client mix · by niche

Where you're concentrated

YouTube 4

Twitch / streaming 3

TikTok / short-form 2

Podcast 1

Newsletter 1

Other 1

Operational efficiency

Time-to-file averages

HST/GST returns8 days↓ 3d

T1 returns14 days↓ 5d

T2 returns21 days↓ 7d

T1135 filings12 days↓ 4d

Client onboarding2 days↓ 11d

All deltas vs your 2024 averages before adopting LoonieLedgr. Time savings come mostly from auto-classification reducing the "what's this transaction?" back-and-forth.

Revenue concentration · by client

Who's driving your practice

Liam Park · Twitch $142k

Riley Foster · OnlyFans $113k

Marcus Kim · Podcast $94k

Maya Chen · YouTube $87k

Sarah Kowalski · Instagram $69k

Aisha Patel · Newsletter $54k

Jamie Tran · TikTok $31k

5 more clients $254k

Top 3 clients represent 35% of your AUM — concentration risk worth monitoring. If Liam left, your top-line takes a real hit.

Bulk exports

Push multiple clients' returns into your tax software at once · saves an hour each per-client setup

1 · Pick clients

Select which clients to include in this batch · 0 selected

M

Maya Chen

YouTube · BC · Sole prop

Ready

L

Liam Park

Twitch · ON · Incorporated

Needs review

S

Sarah Kowalski

Instagram · QC · Sole prop

Filed

MK

Marcus Kim

Podcast · AB · Sole prop

Ready

A

Aisha Patel

Newsletter · ON · Sole prop

Filed

R

Riley Foster

OnlyFans · NS · Sole prop

Ready

J

Jamie Tran

TikTok · BC · Sole prop

Waiting on client

2 · What to export

All exports use your CPA adjustments overlay (client books stay untouched)

✓

T2125 · Statement of Business Activities

For sole props

✓

GST34 · HST/GST returns

All filed + draft quarters

✓

T1135 · Foreign income statement

Where applicable

✓

CCA schedules

Class 8 + 50 + 10.1

✓

Source documents

Bank stmts + receipts ZIP

3 · Destination

TaxCycle batch

Direct XML push · single-client-equivalent per file

Profile

XPS export · drop into Profile bulk import folder

CCH iFirm

CSV import format

ZIP archive

PDF + CSV pack per client · no integration

Estimated time: ~45 seconds per client. Push happens server-side — close the tab if you want.

Firm settings

Manage your team, branding for client-facing docs, and tax software integrations

Team members

People at Wong & Partners with access to your LoonieLedgr client portfolio

Active team

HW

Harvey Wong, CPA

harvey@wongpartners.ca

Owner

DT

Diana Tran, CPA-in-progress

diana@wongpartners.ca

Junior

EP

Evan Park

evan@wongpartners.ca

Bookkeeper

Branding

Your firm's logo, colors, and signature appear on year-end packs sent to clients

Firm identity

Firm name

Tagline

Email signature

Logo & brand color

W

PNG · 512×512 · transparent bg

Brand color

Integrations

Tax software, calendar, and document tools that connect to LoonieLedgr

Tax preparation software

TC

TaxCycle

XML export · direct API integration · supports T1/T2/T3

IP

Intuit Profile

XPS format · file-based import

C

CCH iFirm Cantax

CSV import · supports adjustments overlay

Other tools

G

Google Calendar

Sync filing deadlines as calendar events

S

Slack

Get client message notifications in your firm's workspace

D

DocuSign

Send year-end packs for client e-signature

Billing

LoonieLedgr for Accountants is free — your clients pay for their own accounts

Current plan

Free forever for accountants

Unlimited clients · unlimited team members · all exports · all integrations. You only pay for premium add-ons (white-label client portal, advanced practice analytics).

Premium add-ons

WL

White-label client portal

Replace LoonieLedgr branding with your firm's on client-facing screens · $49/mo

PA

Practice analytics pro

Revenue forecasting, churn risk, peer benchmarks · $79/mo

Client billing

Your clients each pay LoonieLedgr directly for their account ($29–$249/mo depending on their tier). You don't see or handle their billing — invoices go straight to them.

Want to bundle? Some firms add the LoonieLedgr fee into their monthly engagement and pay on the client's behalf. You can request a partner billing account at partners@loonieledgr.ca.

Security

Two-factor, session management, and audit log for your firm

Two-factor authentication

✓

Authenticator app

Connected via 1Password · last verified 12 minutes ago

Active

SMS

SMS backup

+1 604-***-0124 · for recovery only

Backup

Compliance & data residency

All client data hosted in Canada (Supabase Canada Central, Montréal). Backups encrypted at rest (AES-256). PIPEDA & Quebec Law 25 compliant. CRA's section 230 retention requirements are met automatically — books retained for 6 years past tax year end.

Recent firm activity

Harvey signed in from Vancouver 12 min ago

Diana exported Maya's T2125 to TaxCycle yesterday

Evan added 23 receipts to Liam's file 2 days ago

System: Maya's T1135 threshold crossed May 8