Technology
Forward.
See below the platforms we recommend for businesses.
QuickBooks Online
QuickBooks Online is our primary accounting platform, giving business owners a clear, organized view of their finances. We use it to keep your books accurate, streamline day-to-day accounting, and make sure your financial information is ready when you need it.
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CLICKUP
Focused, approachable, and driven by results, our sales manager is all about building strong relationships. They help connect people to the right solutions—with clarity and care.
HONEYBOOK
HoneyBook helps service-based businesses manage the client experience from inquiry to payment. With proposals, contracts, invoices and scheduling in one place, it can simplify the administrative side of running your business.
Dext
Dext takes the headache out of collecting and organizing receipts and bills. Simply upload, email or photograph your documents, and Dext helps us efficiently capture the information we need to keep your bookkeeping accurate and up to date.
jane
Jane is an all-in-one practice management platform designed for health and wellness businesses. It combines online booking, scheduling, charting, payments and other practice tools, while giving us the information needed to properly account for your business activity.
mileiq
MileIQ makes tracking business mileage simple by automatically recording your drives. You can easily classify business and personal trips, helping maintain accurate mileage records without trying to recreate them at year-end.
WAGEPOINT
Wagepoint is a Canadian payroll platform that simplifies paying employees and staying on top of payroll compliance. We use Wagepoint to manage payroll calculations, source deductions, remittances and year-end reporting for many of our clients.
FLODESK
Flodesk is an email marketing platform designed to make creating beautiful, professional emails simple. It allows businesses to build their audience, create automated email workflows and stay connected with clients and customers.
ROTESSA
Discount Code: WHITEOAK30
“Rotessa: 30% transaction discount has been applied to your account. Your personal promo code is now active: WHITEOAK30.”
Financial Cents
Financial Cents is the practice management platform we use behind the scenes to keep your work organized and on track. It helps our team manage recurring tasks, deadlines, client requests and workflows so nothing gets missed.