Client Portal & Practice Automation for Burnaby Accountants and CAs
Stop chasing clients for documents and answering status emails all tax season. Global Maple System builds secure client portals and workflow automation tools purpose-built for accounting practices in Burnaby, BC.
Burnaby's accounting firms are busier than ever — serving a fast-growing, multicultural client base across Metrotown, Brentwood, and Lougheed while keeping pace with CRA filing deadlines, PIPEDA obligations, and clients who expect the same digital convenience they get from their bank. Managing all of that through shared drives, email chains, and sticky-note workflows is no longer sustainable.
At Global Maple System, we design and build custom client portals and practice automation tools specifically for CPA firms and independent CAs. Whether you handle personal T1s, corporate T2s, GST/HST filings, or full-cycle bookkeeping, we build the digital infrastructure that keeps your practice organized, your clients informed, and your team focused on billable work — not inbox triage.
Sound familiar?
What Accountants & CAs in Burnaby tell us
- ✕Clients emailing T4s, donation receipts, and bank statements one at a time throughout January to April, forcing staff to track down missing pieces days before filing deadlines
- ✕Hours each week spent answering 'Is my return done yet?' calls that pull accountants away from actual file work during the busiest months of the year
- ✕Sensitive client documents — SINs, Notice of Assessments, financial statements — routinely shared over unencrypted personal email with no audit trail
- ✕New client onboarding built on paper engagement letters and manual follow-ups, creating delays that push billable work weeks into the future
Why Burnaby Accountants & CAs choose us
Recover Hours Lost to Document Collection
Automated intake requests prompt clients to upload their T4s, receipts, RRSP slips, and business records directly to a secure portal — no more back-and-forth email threads or missing attachments discovered at the worst possible moment.
Give Clients Real-Time Status Visibility
A self-serve client dashboard shows exactly where their return or engagement stands. Fewer 'just checking in' calls means your front desk and accountants stay in flow instead of fielding status inquiries all day.
Keep Sensitive Financial Data Off Unsecured Email
Encrypted document storage and role-based access controls replace the habit of emailing SINs, NOAs, and financial statements as attachments — protecting your clients and your firm's professional liability standing.
Onboard New Clients Without the Paperwork Bottleneck
Digital engagement letters, e-signature workflows, and automated ID-verification steps compress a week of back-and-forth into a single afternoon, so new clients are billing-ready faster.
Never Miss a CRA Deadline Again
Built-in deadline tracking and automated reminders — for both your team and your clients — ensure T1, T2, GST, and payroll filing dates stay front and center without anyone manually maintaining a spreadsheet.
Made for Accountants & CAs
Secure Client Document Portal
A branded, encrypted portal where clients upload documents, download completed returns, and view their file history — integrated with your existing workflow and accessible on any device.
Automated Document Request & Follow-Up
Smart checklists that automatically remind clients to submit outstanding items on a schedule you control, eliminating the staff time spent writing individual follow-up emails.
Digital Client Onboarding & E-Signatures
Online engagement letters, consent forms, and ID collection flows that new clients complete themselves — fully signed, timestamped, and stored before their first meeting.
Deadline & Task Management Dashboard
An internal command centre that tracks every open file, filing deadline, and assigned task across your team, with automated alerts so nothing falls through the cracks during peak season.
Client-Facing Appointment Booking
A self-serve booking tool that syncs with your team's calendars, sends confirmation and reminder messages automatically, and reduces the phone tag that comes with scheduling seasonal review meetings.
From idea to launch in days
Discovery call
We learn your Accountants & CAs goals and quote a fixed price — free.
Design & build
Our AI-first team ships your site/app fast, iterating with you.
Launch & grow
You go live in Burnaby, with SEO, analytics and support baked in.
Questions, answered
Yes. We build integrations with the tools your firm already uses. Whether you run TaxCycle for T1 and T2 preparation, Caseware for audit files, or QuickBooks for client bookkeeping, we connect the portal to your existing stack so data flows without double entry.
Absolutely. Every portal we build is designed with Canadian privacy legislation in mind — encrypted data at rest and in transit, strict access controls, clear data retention policies, and audit logs. We work with you to ensure the solution aligns with your professional obligations under CPA BC guidelines.
Yes. Burnaby's client base is one of the most linguistically diverse in Metro Vancouver, and we can build multilingual interfaces so clients receive communications and see portal content in their preferred language — a genuine differentiator for firms serving the community.
A focused client portal with document upload, automated requests, and a client dashboard typically takes six to ten weeks from kick-off to go-live. More complex builds with e-signature workflows and accounting software integrations run eight to fourteen weeks. We give you a fixed timeline and scope before any work begins.
Both. We've built portals for sole practitioners operating out of a single Burnaby office and for regional firms with multiple staff. The system is designed to scale with your practice — you can start with core document management and add modules like deadline tracking or booking as your team grows.
Ready to Modernize Your Burnaby Accounting Practice?
Book a free 30-minute discovery call with Global Maple System. We'll map out exactly what a client portal and automation setup would look like for your firm — no obligation, no jargon.
Global Maple System · [email protected]