White-label support for Canadian CPA firms

Capacity your partners can sign off on.

Redleaf prepares review-ready books, working papers, and year-end files to Canadian standards — under your firm's name, with your review as the final word. You keep the client, the letterhead, and control. We carry the hours.

Free samples

See the standard before you send a file.

Three illustrative trial balances — pick the client profile closest to your book.

Fictitious clients · illustrative format only · no sign-up required

5 yrs Canadian public practice CSRS 4200 compilation fluency T2 preparation experience QuickBooks & Xero certified PIPEDA-aligned data handling
Built for the partner who signs

Outsourcing usually asks you to trade quality for capacity. We built Redleaf so you don't.

Every file we touch is prepared the way your own senior would prepare it — indexed, referenced, and tied out — because the person who designed our process spent five years preparing those files inside a GTA firm.

Reduce review risk

Review-ready, not just "done"

Working papers arrive indexed and cross-referenced, with schedules tied to the GL and support attached. Your review time drops because there's nothing to untangle first.

Standards fluency

We speak your standards

CSRS 4200 compilation requirements, ASPE presentation, T2 schedules — prepared by people trained in Canadian public practice, not adapted to it after the fact.

White-label

Your letterhead. Our hours.

Your clients never see our name. Files move under your firm's identity, on your templates, at your standards — and scale up or down with your season.

What we take off your desk

Services

Scoped per engagement, delivered per your firm's templates and file structure. See full service details →

GL

Ongoing bookkeeping

Monthly or quarterly books in QuickBooks Online, QuickBooks Desktop, or Xero — reconciled, coded to your chart, HST-ready, and closed on a schedule your clients can rely on.

YE

Year-end & compilation prep

Full working paper files prepared to CSRS 4200 — adjusting entries, lead sheets, and supporting schedules ready for partner review and sign-off.

T2

T2 corporate return support

Return preparation and schedule support for owner-managed CCPCs, built to flow cleanly from the year-end file into your tax software and review process.

CU

Cleanup & catch-up

Behind books, messy ledgers, mid-year software migrations — restored to a clean, reconciled position your team can work from with confidence.

Platforms we work in

Your software, not ours.

We work inside the tools Canadian firms already trust — no migrations, no proprietary portals, no "export it to our system first."

QBOQuickBooks OnlineCertified · bookkeeping & close
QBDQuickBooks DesktopBookkeeping & file cleanup
XERXeroCertified · bookkeeping & close
CWCaseWareYear-end working papers
TPTaxPrepT2 preparation
PROProfileT2 preparation

…and your firm's own stack. All product names are trademarks of their respective owners.

Data security & confidentiality

Your clients' data, handled like it's under your engagement letter. Because it is.

We designed our controls before we designed our marketing. Every safeguard exists so you can answer confidently when a client asks where their information goes.

Encrypted, managed devices

Company-owned laptops with full-disk encryption, endpoint protection, and centrally managed access. No personal devices touch client data.

Least-privilege access

Staff see only the files for their assigned engagements. Access is granted per engagement and revoked when work ends.

Data stays in controlled systems

Work happens inside your cloud accounting environment or agreed secure channels. Nothing is downloaded to unmanaged storage or sent over personal email.

PIPEDA-aligned by design

Confidentiality agreements with every team member, documented handling policies, and practices built to align with Canadian privacy expectations.

Want the details? Read our full data security & confidentiality overview — the same framework we walk through with every new firm.

How it works

Start with one file. Scale on evidence.

No long contracts, no leap of faith. The engagement grows only as fast as the quality earns it.

Intro call & pilot file

A 30-minute call to understand your firm, then a single pilot engagement so you can judge the work directly.

Secure onboarding

Access set up through your systems, on your terms — templates, file structure, and communication cadence agreed up front.

We prepare, you review

Files delivered review-ready on agreed timelines. Your queries answered in working-paper language, not translation.

Scale with the season

Add engagements as trust builds. Ramp up for year-end and tax season without adding permanent headcount.

Gaurav Aggarwal, India-qualified Chartered Accountant — Founder of Redleaf Tax Accounting
Who's behind the work

You're not handing files to an anonymous offshore team.

"I've sat on your side of the review. I know what a partner needs to see before they sign — because for five years, preparing that file was my job."

Redleaf is led by an India-qualified Chartered Accountant (ICAI) with twelve years across three countries' public practice — and every file passes through founder-level review before it reaches yours.

  • 5 years in Canadian public practice — compilations & T2s at a mid-sized GTA firm
  • 2 years in New Zealand public practice
  • 5 years in Indian CA practice
  • QuickBooks Online & Xero certified · Canadian permanent resident

Read the full story →

Next step

Send us one file this season.

Judge the working papers, the turnaround, and the communication for yourself. If it's not the best-prepared file on your review pile, we part as professionals.

Book a 30-minute intro call

Replies within one business day, Toronto hours.