What it does
Track, draft, record and bill — for every company you look after.
Tracks.
Every deadline for every company, worked out from its own dates — annual returns for federal, BC, Alberta and Ontario companies, plus the CRA T2 return and T2 balance-due dates — computed and visible.
- Deadlines computed per company from its incorporation date and year-end
- Statuses move to due and overdue on their own
- A filing closes only when the confirmation number and receipt are recorded
- Checklist steps split firm work from client work — you see what you're waiting on
- Filing calendar report across the whole book
What it doesn't do: It does not file anything with the registry — it computes the deadline, tracks the work, and keeps the proof once you file.
How deadlines work- Annual return — Chen Operating Inc.Chen Operating Inc.Federal (CBCA) · annual obligation22 Sep14 days late
- Annual resolutions — directors' and shareholders' resolutionsChen Operating Inc.PSannual maintenanceevidence25 Decin 60 days
- Supporting documents — dividend backup from the clientChen Operating Inc.Clientdividend resolutionneeds evidence25 Octin 19 days
- Annual report — Chen Realty Inc.Chen Realty Inc.British Columbia · annual obligation6 Decin 61 days
- Compile the 2026 minute bookChen Operating Inc.PSadded by youNo dateset one
Drafts.
Resolutions, consents, transfer instruments, certificates — from proven templates, filled from the record, never from a blank page.
- Resolutions from templates, with review and sign-off before they finalize
- Share certificates and transfer instruments, numbered and tied to the ledger
- Unlimited native e-signature with evidence certificates
- A completion certificate on every signed document
- AI can propose a draft — a person always approves before it touches the record
What it doesn't do: It will not draft instruments that need legal judgment — unanimous shareholder agreements, amendments, rollovers, freezes. Those stop at a fact brief for your lawyer.
What it is — and isn'tSignature evidence — dividend resolution
- Signed at (UTC)
- IP address
- 24.114.32.7
- Device / user agent
- Firefox on Windows 11 · signed on a laptop
- Method
- E-signature — typed name + drawn signature
- Document SHA-256
- 9f2c4a1b 8e6d3f5a 7c2b4e6d 8f1a3c5b 7d9e2f4a 6c8b1d3e 5f7a9c2b 4d6e8f1a 3c
Records.
A real securities register, directors and officers registers, ISC register, and a minute book you can print or hand to a bank.
- Securities, directors, officers and ISC registers — append-only, every change proven
- One-click minute book compile, bookmarked and dated
- Ownership and relationship maps drawn from the register
- Client portal for uploads and signatures — clients see only their own company
- Every register export is dated and versioned
What it doesn't do: It is not a corporate registry — your registers live here, and filing them with a government registry is still yours.
Your records & your clients| 2024-01-15 | Issuance on incorporation | Chen Holdings Ltd. | Common | +60 | 60 |
| 2024-01-15 | Issuance on incorporation | Lina Chen Holdings Ltd. | Common | +40 | 100 |
| 2025-11-03 | Dividend declared — resolution signed | — | Common | — | 100 |
| 2026-02-02 | Transfer — inter-company | Chen Holdings Ltd. → Chen Ventures Ltd. | Common | ±10 | 100 |
Bills.
Quotes and invoices from your own price list, tied to the work item that produced them.
- Quotes, engagement letters and invoices from your price list
- The invoice rides the work item — nothing billed that isn't in the record
- Reports: cap table, ledgers, filing calendar, T5 reconciliation feed
- Record payments against each invoice and see the balance
- Tamper-evident audit trail on every change
What it doesn't do: It is not accounting software — it bills the records work; your ledger lives in Oh My Ledger or wherever your books live.
Pricing questions| 2026-041 | W-0142 · Annual maintenance — Chen Operating Inc. | Annual resolutions · minute book update | $310.00 | Sent |
| 2026-042 | W-0158 · Dividend resolution — Chen Operating Inc. | Dividend resolution + T5 reconciliation | $140.00 | Draft |
What comes out
Records a bank, CRA or a buyer's lawyer will accept.
When someone asks for the record — a bank opening an account, CRA, a buyer's lawyer in diligence — you produce it, not reconstruct it. Everything below is generated from the register, dated, and versioned.
The minute book
one bookmarked PDF: cover, table of contents, registers, finalized resolutions, filings, document inventory.
Share certificates and transfer instruments
numbered, never reused, tied to the ledger entry that created them.
Central securities register and the bank's CSR
the register as a dated extract, in the format the bank asks for.
Cap table and shareholder ledger exports
issued and outstanding derived from the ledger, never hand-maintained.
T5 reconciliation feed
every finalized dividend, per payee, ready to reconcile against the slips you prepare.
What it doesn't do: documents come out of the record as it stands — nothing here backdates or prettifies what was never recorded.
Your records & your clients| Cover & table of contents | Company, jurisdiction, compiled date | 1–2 |
| Registers | Directors · officers · securities · ISC | 3–9 |
| Resolutions — 2026 | Finalized, signed, completion certificates | 10–17 |
| Filings | Confirmation numbers and receipts | 18–19 |
| Document inventory | Every stored document, versioned | 20 |
Start with one company.
$1.25 a month, billed $15 a year
- Every feature in every band
- Unlimited e-signature
- Your clients pay nothing
Introductory pricing — subject to change.