Pricing
One plan for your bookkeeping and sales tax returns. Add your income tax returns and invoicing when you need them.
Bookkeeping
Starting as low as$49.99CAD per month
plus applicable taxes
Your annual fee is billed in twelve equal monthly payments, on the day of the month agreed with you.
Pay by card, pre-authorized debit, Interac e-Transfer, wire transfer, cheque or PayPal.
What's included
- Bookkeeping: recording and classifying your transactions
- Reconciling your bank and credit card accounts
- Keeping your general ledger
- Financial reports in your portal: income statement, balance sheet and other reports agreed with you
- Tracking your sales taxes (such as GST/HST and QST)
- Sales tax returns (such as GST/HST and QST), prepared and filed electronically once you approve them
Add-on: income tax returns and invoicing
Quoted separatelyEverything in the bookkeeping plan, plus: we prepare your business's annual income tax returns and the year-end slips and summaries agreed with you (such as T4 and T5 slips), and file them electronically with the tax authorities once you approve them. You also get the invoicing tool in your client portal to invoice your own customers.
Prefer to do your own income tax returns? Choose bookkeeping only.
How your price is set
Account Direct sets each client's price for the services in their engagement letter.
Bookkeeping, sales tax returns included, is the plan. Income tax returns, year-end slips and invoicing are an add-on you choose, priced on the returns your business needs; its legal structure (corporation, sole proprietorship or partnership) decides which ones.
Work outside your plan is agreed with you in advance and billed separately.
What the plan covers
| Service | Bookkeeping |
|---|---|
| Bookkeeping: recording and classifying your transactionsIncluded | Included |
| Reconciling your bank and credit card accountsIncluded | Included |
| Keeping your general ledgerIncluded | Included |
| Financial reports in your portal: income statement, balance sheet and other reports agreed with youIncluded | Included |
| Tracking your sales taxes (such as GST/HST and QST)Included | Included |
| Sales tax returns (such as GST/HST and QST), prepared and filed electronically once you approve themIncluded | Included |
| Your business's annual income tax returns, prepared and filed electronicallyIncome tax add-on | Income tax add-on |
| Year-end slips and summaries agreed with you (such as T4 and T5 slips), prepared and filed electronicallyIncome tax add-on | Income tax add-on |
| The invoicing tool in your client portal: invoice your own customersIncome tax add-on | Income tax add-on |
| Tax planning beyond preparing your returnsQuoted separately | Quoted separately |
| Personal returns of shareholders, partners or employeesQuoted separately | Quoted separately |
| Returns for earlier years (catch-up work)Quoted separately | Quoted separately |
Questions about pricing
Bookkeeping, sales tax returns included, starts at $49.99 CAD per month; Account Direct sets each client's price for the services in their engagement letter. The income tax add-on (income tax returns, year-end slips and invoicing) is quoted separately, based on the returns your business needs.
No. Choose bookkeeping only and handle your income tax returns yourself or with another preparer; your sales tax returns stay in the plan. With the income tax add-on, we prepare your income tax returns and year-end slips and file them electronically once you approve them.
No. Sales taxes are added to the price: GST or HST depending on your province, and QST in Quebec.
By credit or debit card, or by pre-authorized debit (PAD) from your bank account. You can also pay by Interac e-Transfer, cheque, wire transfer (including an international SWIFT transfer) or PayPal. Your annual fee is billed in twelve equal monthly payments, on the day of the month agreed with you.
Write to us through the messages in the platform or by email to [email protected]. We confirm your request in writing within two business days, and the cancellation takes effect at the end of the current billing period.
Your documents, such as bank and credit card statements, invoices and receipts, uploaded through the Upload page of your client portal.
Ready to hand over your books?
Create your account. Our team reviews every new account and emails you when yours is approved.