One workspace, every client
Move between authorized client files without sharing passwords. Clients retain their own accounts and documents.
Just Invoice for accountants
Simple for your clients. Organized for you.
Your clients create invoices and upload receipts. You get authorized access to their documents, review notes, and invoice tax reports in one workspace.
Create your free accountant workspaceBuilt in Canada by a small Canadian team. English and French.
The client-to-accountant bridge
- 1The customer accepts secure access.
- 2Invoices and receipts stay in their own file.
- 3You review, report, and export.
Find the right plan for your practice
View accountant pricingSource documents without the chase
Receipts ready for review
Clients upload photos and PDFs from their phone or computer. Browse large previews, add private notes, and flag documents that need clarification.
Tax-season documents in one download
Retrieve all receipts for a purchase year in a ZIP with monthly folders and a CSV index. A receipt uploaded today still belongs to the year it was purchased.
Invoice taxes, clearly separated
Review recorded GST, HST, QST and other invoice taxes by date range, rate, and registration number. Export the invoice and tax CSV and open original invoice PDFs. Payment totals remain separate from taxes invoiced.
Practical guides for a smoother handoff
Start with the task you need to solve: client access, tax-season documents, invoice-tax review, or who pays for the subscription.
Accountant Client Portal Canada: A Practical Guide
Choose an accountant client portal for invoices and receipts. Compare access, source documents, exports, and client ownership before introducing a new workflow.
Client-Paid or Accountant-Paid: Choose Your Model
Compare client-paid access with accountant-sponsored subscriptions. Work through mixed client portfolios, billing responsibility, and practical transition scenarios.
Year-End Documents Checklist for Your Accountant
Build a year-end handoff with receipts, invoice reports, unpaid balances, and external records. Use a practical checklist before meeting your accountant.
GST/QST Invoice Reports for Quebec Accountants
Review Quebec invoice tax reports by period, rate, and registration number. Check GST/QST source invoices and separate billed tax from expense-side tax claims.
Clear consent. Customer ownership.
Invitations are tied to a verified sign-in email. Customers explicitly grant access to their invoice and receipt history and future documents, and can revoke it anytime. Accountant access is read-only for customer documents. Private review notes stay in your accountant workspace. Paying for a seat never makes the customer’s account yours.
Keep your accounting system and professional judgment. Just Invoice provides recorded invoice taxes and source documents; it does not calculate receipt tax credits, reconcile bank transactions, or file tax returns.