Current plan
Growing — $79 / month
Next billing: June 1, 2026 · $79.00 CAD via Visa •••• 4421
Banks & platforms
Connections
Banks
RBC — Personal chequing ••5821
via Flinks · read-only
RBC — Tax savings ••8912
via Flinks · read-only
Platforms
YouTube AdSense
via Google OAuth · read-only · auto-sync
Patreon
via Patreon OAuth + webhooks · auto-sync
Stripe
via Stripe Connect · auto-sync
Ko-fi
via webhook · pushes on every payment
TikTok Creator Fund
CSV upload · no public API · monthly reminder set
Brand deals
Auto-detected from your bank — e-transfers, wires, deposits
Amazon Associates
CSV upload · no public API · not yet set up
OnlyFans / Fansly
CSV upload from Statements page · not yet set up
Account
Personal info
Business profile
How the CRA sees you
Used on invoices and your year-end pack
Based on $30k+ revenue threshold
Tax profile
Province & deductions
Used to calculate combined federal + provincial tax
Sets reserve % (currently 28%)
Ratio: 17% (auto-applied to household bills)
Current plan · active since Feb 14, 2026
Growing — $79 / month
Next billing: June 1, 2026 · $79.00 CAD via Visa •••• 4421
Historical catch-up
Need books from before you signed up?
Your subscription covers everything from Feb 14, 2026 onward. To include earlier income in your tax filings — or for a clean year-end pack covering all of 2025 — add a one-time historical catch-up. We pull, classify, and audit-trail every transaction.
Trailing 12 months
$149
One-time · ready in 7–10 days
Trailing 24 months
$249
One-time · most popular
Multi-year catch-up
$399
One-time · up to 5 years
Plan options · CAD
Switch your plan
Solo
$29/ month
- HST/GST classification, auto-filed
- T1135 monitoring
- Year-end T1 pack (PDF)
- Up to 5 connected platforms
Growing · current
$79/ month
- Everything in Solo
- Quarterly CPA review
- Brand deal contract review
- Unlimited connections + bank
- Priority CSV parsing
Incorporated
$249/ month
- Everything in Growing
- T2 corporate return prep
- GIFI codes, schedules
- CPA on-demand (3 hrs/mo)
- Team access (up to 5 seats)
Payment method
How you pay us
Visa •••• 4421
Expires 09/28 · default
Invoices · LoonieLedgr is GST/HST registered
Billing history
| Date | Description | Method | Amount | |
|---|---|---|---|---|
| May 1, 2026 | Growing plan · monthly + GST 5% | Visa ••4421 | $82.95 | PDF → |
| Apr 1, 2026 | Growing plan · monthly + GST 5% | Visa ••4421 | $82.95 | PDF → |
| Mar 1, 2026 | Growing plan · monthly + GST 5% | Visa ••4421 | $82.95 | PDF → |
| Feb 14, 2026 | Sign-up · first prorated month + GST 5% | Visa ••4421 | $45.10 | PDF → |
Read-only access · for filing your T1
Your accountant
David Joshi, CPA
d.joshi@joshicpa.ca · Toronto, ON · LoonieLedgr Partner
Sara Khoury, CPA
sara@khourycpa.ca · invited Apr 30 · awaiting acceptance
Default permissions for new invites
What can they do?
Read-only · recommended
View all books, download PDFs, export CSVs. Cannot edit classifications, change connections, or modify tax profile.
Comment & suggest
Read-only access plus the ability to flag transactions for your review and leave notes.
Full edit · trusted accountant only
Can change classifications, edit tax profile, and file returns. Use only if your accountant manages your books day-to-day.
Audit trail · last 30 days
Accountant activity
May 18, 14:22
David Joshi downloaded Q1 2026 HST return PDF
192.168.···
May 18, 14:19
David Joshi viewed Transactions · filtered to "Needs review"
192.168.···
May 12, 09:41
David Joshi exported May transactions as CSV
192.168.···
May 1, 11:08
David Joshi accepted the read-only invite
First login
Email · maya@example.com
What we email you about
HST/GST filing reminders
7, 3, and 1 day before each filing deadline. Includes the draft return and what you owe.
Transactions that need review
When we can't classify something automatically — like a mixed-geography Patreon payout.
T1135 threshold alerts
When your foreign property approaches or crosses the $100,000 CAD threshold.
Weekly digest
Every Monday morning: revenue, tax reserve, what needs your attention. Most popular email.
Big brand deal detected
When we see a deposit $1,000+ that looks like sponsorship income, so you can confirm it's classified right.
CSV upload nudges
A reminder around the 15th of each month for platforms like TikTok and Amazon Associates.
Product updates & tax news
CRA rule changes that affect creators. New LoonieLedgr features. Roughly once a month.
Marketing & partner offers
Occasional partner discounts on creator tools. Disabled by default.
Push · browser & mobile
Real-time alerts
Critical alerts only
HST filing due in 24h, T1135 threshold crossed, security alerts. Nothing else.
New payout detected
A little gold-bar moment when YouTube AdSense or Patreon deposits land. Tap to see the tax breakdown.
Integrations · Incorporated tier
Slack notifications
Available on the Incorporated plan. Pipe HST due reminders, T1135 alerts, and the weekly digest into a Slack channel of your choice — useful if you have a team or work with a virtual CFO.
Encryption & data location
Where your data lives
Region
AWS ca-central-1 (Montréal). Data never leaves Canadian borders. Backups stay in-region.
Encryption
AES-256 at rest, TLS 1.3 in transit. Bank credentials never touch our servers — they live with Flinks.
Compliance framework
PIPEDA (federal), PIPA (BC), Law 25 (QC). SOC 2 Type II in progress (audit ends Sep 2026).
Data retention
Active subscription: full retention. After cancellation: 7-year archival (CRA audit window), then deletion.
Two-factor auth · required for Accountant access
Security
Password
Last changed Mar 12, 2026 · strong
Authenticator app
Authy · added Feb 14, 2026
Recovery codes
8 of 10 codes still usable · downloaded Feb 14
Login alerts
Email when someone logs in from a new device or location
Active sessions
Where you're logged in
MacBook Pro · Safari
iPhone 16 · LoonieLedgr app
Your data rights · PIPEDA / Law 25
Export, share, or delete
Download everything
A complete archive of your data — transactions, classifications, audit trails, year-end packs, invoices. CSV + JSON.
Transaction-level audit trail
Every classification we made and the CRA citation used. Useful for an audit response.
Permanent
Delete account
Cancels your subscription and removes your access. Your data is retained for 7 years per CRA audit-window requirements, then permanently deleted. You can request immediate deletion (excluding any data we are legally required to retain) by emailing privacy@loonieledgr.ca.