Complete Practice Architecture Deep-Dive
Explore every compliance workflow, security feature, and white-label customization capability built into Qualtriq CPA CRM.
T1 Personal Tax Filings & 9-Stage Progression
Streamline individual taxpayer returns with structured 5-tab workflows covering personal details, spouse declarations, dependents, deductions (RRSP, medical expenses, donations), and rental property schedules.
T2 Corporate Tax & CRA Year-End Workflows
Manage corporate year-end balance sheets, tax schedules (GIFI integration), Notice of Assessment tracking, and corporate installment schedules for Canadian private and public corporations.
HST / GST Sales Tax Accounts
Track monthly, quarterly, and annual sales tax remittances. Reconcile input tax credits (ITCs), gross sales, and net remittances before filing directly with the CRA.
Custom Subdomains & CNAME Domain Mapping
Empower your firm with a custom branded portal (e.g. portal.yourcpa.com). Our automated DNS token engine verifies TXT ownership challenges and configures proxy routing with auto-renewing SSL.
AES-256-GCM & 4-Tier RBAC Isolation
All sensitive credentials, storage keys, and database connections are encrypted at rest using AES-256-GCM authenticated encryption. Our strict multi-tier RBAC ensures complete separation between platform governance and private firm data.
Invoicing, Retainers & Time-Tracking
Seamlessly bill clients for corporate tax preparations, personal returns, or hourly advisory consultations. Generate professional PDF invoices with single-click email delivery.