For accountants and CPAs
Your favourite clients are the organised ones.
SteepedBooks turns shoeboxes into clean books. Your clients do their day-to-day bookkeeping with AI assistance. You get a perfect year-end package without the cleanup.
Less cleanup. More advisory.
When clients arrive with organised books, you spend less time on data entry and more time on the advisory work that grows your practice.
Complete year-end package
Annotated P&L, HST reconciliation, receipt archive, pre-filled T2125 or GIFI data. Downloaded as a ZIP or shared via Google Drive.
Categorised transactions
AI categorisation with a learning loop. Clients correct mistakes once, the system remembers. By year-end, 95%+ accuracy.
HST reconciliation
Collected vs paid, broken down by quarter. Province-aware rates. ITC eligibility flagged per category.
Receipts matched to transactions
Every receipt stored in Google Drive and linked to its bank transaction. No more chasing missing documentation.
Data in Google Drive
Client data lives in their own Google Drive. You can access it directly. No proprietary exports or separate logins needed.
We know our lane
SteepedBooks handles day-to-day bookkeeping. Financial statements, tax returns, and advisory are yours. We prepare; you file.
What your clients get
AI-powered bookkeeping
Receipts scanned via SMS, email, or web. Bank statements imported as PDF or CSV. Transactions categorised automatically.
Invoicing with payments
Professional invoices with Stripe payment links. Recurring schedules. e-Transfer matching from bank statements.
HST/GST tracking
Province-aware tax calculation. Filing preparation data ready for CRA NETFILE. Quarterly summaries and deadline reminders.
Data ownership
Everything stored in their Google Drive. Cancel anytime, keep everything. No vendor lock-in, no export hassle.
Multi-client dashboard
See all your SteepedBooks clients in one view. Track who has outstanding items, upcoming HST deadlines, and year-end readiness.
Full accountant portal coming in a future release. Interested? Let us know.
Interested in referring clients?
We are building a partner programme for accountants and CPAs. Get early access and help shape the tools you need.
Get in touch