Capacity for firms, white-labeled
For accounting and tax firms
Finbryn gives Canadian accounting, bookkeeping and tax firms extra capacity: white-label bookkeeping, busy-season T1 and T2 prep support, dedicated staff pods, overflow cleanup projects, review support and outsourced capacity planning. Every deliverable can carry your firm's branding, and any EFILE transmission stays with a Canadian-resident, SIN-holding registrant, never with us.
Engagement tracker
Illustrative client · August 2026
CAD
- Client file access set up under your firm's nameDone
- Monthly books prepared to your review standardDone
- Review notes cleared and loggedIn progress
- Reports sent to your partner for sign-offNext
- Year-end workpapers staged for your preparerNext
Illustrative. An example of the document, not a client's figures.
Capacity for firms, without adding headcount
Canadian accounting and bookkeeping firms run into the same wall most years: client files pile up faster than a firm can hire for a few peak months. Finbryn adds back-office capacity, categorizing transactions, reconciling accounts, tying trial balances and organizing source documents, without adding payroll or a lease. A named pod works inside your firm's own QuickBooks Online, Xero or Sage 50 files, to your chart-of-accounts standard, and every file passes a senior principal review before it reaches your staff.
What moves to us and what a Canadian credential still gates
Production work moves: categorizing, reconciling, trial balance ties, and draft workpapers behind a T2 corporation return or a T1 personal return. What stays with a Canadian-licensed professional is anything the Canada Revenue Agency ties to a specific credential. EFILE transmission of a T1 or T2 return requires a Canadian-resident, SIN-holding EFILE registrant, so a return we help prepare is transmitted by your firm's own registrant, not by us. A compilation or review engagement report needing a public accountant's report similarly stays with a provincially licensed CPA on your side.
Six ways firms use us
Some firms start with white-label bookkeeping for a block of monthly clients, carrying your firm's own branding end to end. Others add busy-season T1 and T2 prep support for the weeks before the April 30 payment deadline and the June 15 filing deadline for self-employed individuals, or a dedicated staff pod sized to a specific book of business. Firms absorbing an acquired client base lean on overflow cleanup projects, and some firms just want review support, a second pass before partner sign-off. Firms still deciding whether outsourced capacity fits start with outsourced capacity planning, a scoped pilot before any file moves.
Reviewed before it reaches your staff
Northlane Solutions Inc. is the company you contract with, and every file passes a senior principal review before it reaches your staff. Pricing is published on the pricing page, with billing terms set out in your engagement letter.
All services
For accounting and tax firms: every service
- White-label bookkeepingMonthly bookkeeping produced under your firm's own name and templates, so your clients see your brand while our team handles sorting transactions into categories, reconciling and reporting behind it.
- Busy season tax prep supportPreparation-support capacity for firms during filing season: source documents put in order, workpapers built and draft returns assembled for your credentialed preparers to review and sign.
- Dedicated staff podsA named, fixed group of accountants assigned to your firm alone, working your files on your schedule, rather than a rotating pool shared across other engagements.
- Overflow cleanup projectsFixed-scope cleanup and catch-up projects your firm can hand off when a client's books are too far behind for your own staff to absorb without disrupting other work.
- Review supportA second set of eyes on files your firm has already prepared, checking ties, disclosures and workpaper completeness before they reach your partner for sign-off.
- Outsourced capacity planningPlanning work for firms deciding how much bookkeeping and prep capacity to hand to an outsourced pod, including pilot scoping, staffing ramp and handoff design before any files move.
Questions
Frequently asked questions: For accounting and tax firms
Who actually transmits your clients' T1 or T2 returns to the CRA?
Your firm does. EFILE requires the transmitting registrant to be a Canadian resident who holds a SIN, so we prepare the workpapers and draft return, and your firm's own EFILE registrant reviews, signs and transmits it.
Can you match our firm's existing chart of accounts and review checklist?
Yes. We build to whatever chart-of-accounts standard and review checklist your firm already uses, so your staff can open a file we produced without a walkthrough.
How fast can you add capacity before the April 30 payment deadline?
Firms often bring on busy-season support two to three weeks ahead of the deadline. Exact ramp time depends on file volume and how quickly access to your practice tools can be set up.
What happens to client data once it reaches your team?
Access is granted through the same accounting and practice-management software your firm already uses, scoped to the files assigned, and can be revoked by your firm at any time.
Do you handle both ASPE and IFRS files?
Yes. We close and prepare workpapers to whichever standard your client entity already reports under, and flag any area where the two standards would treat a transaction differently.
What exactly can we hand off to your team versus keep in-house?
Client books get sorted into categories and reconciled to your firm's chart-of-accounts standard, and workpapers are built to your review checklist. Final review, sign-off and the client relationship stay with your partners. You decide file by file how much of the production work moves to us.
How is pricing structured when we add capacity for busy season?
Capacity is scoped and priced per file or per pod before the season starts, based on client count and complexity, not billed by the hour after the fact. Terms, including how to scale capacity up or down between seasons, are set out in your engagement letter.
What happens if we need to bring the work back in-house?
Client files, workpapers and reconciliation history stay in your firm's own QuickBooks Online, Xero, NetSuite or Sage Intacct accounts throughout the engagement, so nothing needs to be exported or rebuilt. You can bring production back in-house at the point set out in your engagement letter.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.