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Notes on running a small firm

CRA deadlines, request lists, tax season, and the software side of a practice.

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September 28, 2026
The Firmdesk pilot program: free through the 2027 tax season
We're looking for three to five small Canadian firms to run on Firmdesk from December to April, and to tell us what works and what doesn't.

See your own clients' deadlines in Firmdesk

Import your client list, tick their services, and the deadlines are there. Or book 20 minutes and we'll show you around the demo firm.

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