For accountants and bookkeepers
A professional website where clients book the first meeting.
A website for your practice, online booking for consultations, a private client portal, and quotes and invoices for your own fees. For an accountant or bookkeeper in New Brunswick, in English and French.
What it costs you today
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Booking a first meeting should not take an email thread
Publish the services you offer and your hours, and let the client pick a free slot. It lands in your agenda, and a reminder goes out 24 hours ahead, in the language the client booked in.
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"Did you send my invoice?"
Each client gets a private link to their own appointments, quotes and invoices, with no new password to forget. The answer is already there, and you stop resending the same PDF.
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A small practice still has to look established
Your services, your approach and a contact form on a clean site that opens on a phone. A message from the form becomes a request with a name, a number and what the person needs.
What fixes it
Each part of the system, with the plan that includes it. The labels are read from the plans themselves, so they cannot drift out of date.
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01
Consultations booked online, reminder included
Included in Essential
The client picks the service, a day and a free time. You decide the hours and how long each consultation lasts, and the reminder is already scheduled.
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02
A client portal with quotes and invoices in one place
Included in Essential
Open quotes, accepted quotes and paid invoices, each with its status. The client opens a private link from their email and sees where things stand.
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03
A written quote for each engagement
Included in Complete
Line items, tax, total and a link the client opens to accept. What they accepted is on the record, with the date.
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04
Invoices for your own fees
Included in Complete
Your HST number, the tax on its own line and your payment terms. The client pays from the same link.
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05
Card payments into your own account
Included in Complete
The client pays by card from the invoice link. The money goes to your own Stripe account; DeMark takes nothing on top of Stripe's own fee.
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06
Every client on one card
Included in Essential
Contact details, appointments, quotes, invoices and your own notes, so whoever covers for you sees the same thing you do.
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07
Your billing, ready for your own books
Included in Essential
Export what you have billed to a file QuickBooks or Xero can import, instead of retyping it.
See an example
This is a real website built on the template that fits this kind of business, filled in for an example business run by DeMark, not a customer. Open it and click around, then ask for a draft with your own name on it.
Open the live example Browse all website templates Get a free website draft
Pricing
Two plans, billed monthly.
Start with 7 days of Complete, no card needed. No setup fee, no commission, cancel any month.
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Essential
49 CAD per month -
Complete
99 CAD per month
Questions we get from this trade
- Is DeMark accounting software?
- No. It does not do bookkeeping, payroll or tax filing. It handles your website, bookings, clients, quotes, invoices and payments, and it sits next to the software you already use for the books.
- Can clients book a consultation without calling?
- Yes. Each service has its own length, the client picks a free slot, and they get a confirmation with a link to change or cancel.
- Do my clients need an account?
- No. They open a private link from their email. There is no new password to forget.
- Where is the data stored?
- On a server in a Canadian data centre in Quebec. You can export your data in one click, as JSON and as a ZIP of CSV files, with no fee.
- I work alone. Do I pay per user?
- No. The price is per business, not per user. If a colleague joins, you invite them and they get their own login.
Try it with your own clients.
7 days of Complete, no card needed. Your advisor sets it up with you, and cancelling before the trial ends costs nothing.