Qualtriq CPA CRM — Application Flow & Lifecycle Engine
A multi-dimensional operational walkthrough illustrating how the platform functions across all 4 tiers: from SuperAdmin tenant provisioning and custom domain DNS binding to client document dropzones, 9-stage Canadian tax filing pipelines, and automated billing settlement.
Firm Registration, SuperAdmin Approval & Workspace Provisioning
How new CPA firms securely register, undergo compliance verification, and launch isolated workspaces.
Sequential Workflow Execution
Partner Registration & Subdomain Reservation
Firm Partner submits legal practice name (e.g. Apex Tax Advisory Inc.), desired subdomain slug ('apex-tax'), business address, and administrative partner credentials.
SuperAdmin Verification & Compliance Queue
Platform SuperAdmin reviews credentials on `/super-admin/approvals` queue. Anti-fraud checks ensure legitimate Canadian CPA designation before workspace activation.
Database Isolation & Cryptographic Key Generation
Tenant record is activated with AES-256-GCM encrypted credential vault, default CAD currency, and standard Chart of Accounts. SuperAdmin privacy wall is engaged.
System State & Output Record
Ready to Run Your Practice on this Standard?
Launch your 14-day fully featured practice trial with automated subdomain reservation, custom domain SSL, and complete 9-stage Canadian tax pipelines.