How it works
One company's year, start to finish.
This is the loop the software runs for every company you put on it — the same loop, whether you keep one company or three hundred.
- 01
Put the company on the record.
Name, jurisdiction, incorporation date, year-end, share classes, directors, shareholders — one form, from the minute book you already have.
What's recorded
The company's own dates — the inputs every later deadline and document is computed from.
What you see — the company's record · Live product, demo data CompanyValueChen Operating Inc.JurisdictionValueFederal (CBCA)IncorporatedValue2024-01-15Year-endValueDecember 31RegistersValueSecurities · directors · officers · ISCFirst deadlinesValueComputed from the dates aboveCompany Chen Operating Inc. Jurisdiction Federal (CBCA) Incorporated 2024-01-15 Year-end December 31 Registers Securities · directors · officers · ISC First deadlines Computed from the dates above - 02
The year's work appears.
Every recurring obligation is computed from the company's own dates and lands on the work board with a due date and a checklist. Assign each filing to a person and see who's on what. Statuses move to due and overdue on their own.
What's recorded
Who took each item, when it moved, and what evidence closed it.
What you see — the work board · Live product, demo data ItemDue- 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
- Annual return — Chen Operating Inc.Chen Operating Inc.Federal (CBCA) · annual obligation
- 03
Draft, sign, record.
Resolutions and consents draft from proven templates, filled from the record. Signers e-sign on any device; every signature carries its evidence — time, IP, document hash — and a completion certificate. When you file with the registry, you record it here and the deadline is satisfied with the proof attached.
What's recorded
The finalized instrument, each signature's evidence, the completion certificate, the filing's confirmation number and receipt.
What you see — a signature's evidence · Live product, demo data Signature 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
- 04
Prove it, then bill it.
A step completes only with its evidence attached. The registers update, the minute book compiles in one click, and the invoice is ready on your letterhead, from your price list.
What's recorded
The register entries, the minute-book PDF, the quote and invoice — all linked to the work that produced them.
What you see — the compiled minute book · Live product, demo data Cover & table of contentsContainsCompany, jurisdiction, compiled datePages1–2RegistersContainsDirectors · officers · securities · ISCPages3–9Resolutions — 2026ContainsFinalized, signed, completion certificatesPages10–17FilingsContainsConfirmation numbers and receiptsPages18–19Document inventoryContainsEvery stored document, versionedPages20Cover & 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
Behind on filings?
If a company is three years behind, the missed periods appear as overdue work — not blank history. You start from the truth.
How do deadlines actually work?
Each company's recurring obligations are computed from its own dates — incorporation date and year-end — and appear as work items with due dates: annual returns for federal, BC, Alberta and Ontario companies, plus the CRA T2 return and T2 balance-due dates. Each deadline repeats year after year and closes when you mark it filed, keeping the confirmation number and receipt as proof. Statuses move to due and overdue on their own.
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.