The all in one tool for
your Canadian tax firm
The practice management tool that oversees it all.
Onboarding, Team management, communication, analytics and so much more.
Launching in Q1 2025
No credit card required.
Client onboarding simplified for you and your clients.
This powerful tool eliminates the need to email or chase clients for documents and simplified your planner. Canadian Tax profiles can be set and clients can use their cellphones to snap pictures of all documents needed.
Connect every part of your entire business
Onboarding, workflow management, staff tracking, client questions, billing and delivery of tax returns all centralized in one platform. Audit logs are also available to ensure you never miss anything.
Never miss a deadline or email
Built in integrations with your inboxes and a client communication hub helps to centralize all of your client's request in one place. Automated project workflows specific to Canadian taxes ensures you are never second guessing your filings.
Advanced Analytics
This platform is tailored to the complex and unique tax environment of Canada. Analytics and advanced reporting will help you maximize the potential of each client.
Review quickly and confidently using Trelm.
One price, all access.
No extra charges. No hidden fees. No complexity.
Business
For seamless integrations and sending tools in bulk.
Prices exclude any applicable taxes.
A tax tool that is designed for your needs.
Launching Q1 2025
No credit card required.