Secure Document Upload
Drag and drop receipts, invoices, and statements. Encrypted storage keeps your data safe at every step.
Bookkeeping
without the
heavy bill
Just upload your receipts, bills, and bank statements. That's the only step. We're your accountant: we sort, organise, and file it all, for a fraction of what bookkeeping usually costs.
Encrypted storage
Built for Canadian tax rules
Filing-ready reports
Features
Everything your accountant
wishes you had
From raw receipts to tax ready reports, Account Direct handles the organisation and gets your books ready to file.
Organised and Categorised
Every transaction is sorted into the right tax category automatically. Your accountant gets clean, ready to review financials.
Tax Ready Reports
Generate professional reports with one click. Hand your accountant a polished file instead of a box of receipts.
Real Time Insights
Know exactly where your business stands. Track income, expenses, and profit as you go with no surprises at year end.
Specialized Services
We handle the hard stuff
From trust account reconciliation to multi year catch ups, Account Direct is built for the real complexity Canadian businesses face.
LSO Trust Account Reconciliation
Full reconciliation of trust accounts in compliance with Law Society of Ontario (LSO) requirements. We ensure every client trust transaction is accounted for and properly documented.
Barreau du Québec Compliance
Trust account reconciliation and reporting aligned with Barreau du Québec and Chambre des notaires regulations, including QST considerations for Quebec legal professionals.
Messy Books Cleanup
Uncategorized transactions, missing receipts, duplicate entries. We sort through it all and deliver clean, CRA ready books you can actually trust.
Previous Years Catch Up
Behind on your filings? We process past years systematically so you can get compliant without the stress. Multiple years, organized and ready for your accountant.
LSO Audit Preparation
Preparing for a Law Society spot audit or compliance review? We organize your records, reconcile trust ledgers, and ensure your documentation meets LSO standards.
General and Visa Reconciliation
Bank account and credit card reconciliation in full compliance with applicable Law Society regulations, whether you are in Ontario, Quebec, or any other province.
How It Works
Up and running in minutes
No accountant required for setup. No complex onboarding. Just upload and let Account Direct handle the rest.
1
Upload your documents
Snap a photo of a receipt or upload a bank statement. Any format works: PDF, image, CSV, or spreadsheet.
2
We organise everything
Account Direct categorises and sorts your data into a structured, accountant friendly format automatically.
3
Save on accounting fees
Your accountant reviews clean, organised numbers, not raw paperwork. Less work for them means less cost for you.
Any format works
Receipts, invoices, bank statements, spreadsheets. Upload what you have, however it comes.
Organised for your books
Transactions are sorted into the right tax categories and handed to your accountant clean.
Built for Canada
Designed around Canadian and Quebec tax rules, from GST/QST to provincial filing requirements.
Who It Is For
Built for both sides of the desk
Whether you run the business or keep its books, Account Direct removes the paperwork in between.
Small business owners
Upload receipts and statements as they happen. Arrive at tax time with everything already sorted, instead of a shoebox of paper.
Accountants and CPAs
Receive clean, categorised books instead of raw documents. Spend your time on tax strategy, not data entry.
Catch-up filers
Behind on prior years? Bring multiple years in and get them organised systematically so you can get compliant.
Get Started Today
Stop dreading tax time
Join businesses that upload as they go and arrive at tax time with everything already organised.
Secure · Organised · Always up to date