Stop managing chaos with spreadsheets and sticky notes. Fusion Workflow gives your firm a structured system — Projects, Tasks, and Task Actions — to handle every client engagement from start to finish.
100+
Canadian filing
deadlines covered
100+
Templates to
choose from
3
Tier workflow
system
1
Platform for
everything
The System
Every client engagement runs through the same structure — so nothing falls through the cracks.
Each client engagement lives in its own project — bookkeeping, T1s, T2s, payroll remittances, GST/HST. Pre-built templates cover 100+ Canadian federal and provincial filing deadlines.
Projects contain sequential tasks assigned to clients or team members. Tasks only unlock after prerequisites are complete — so clients upload documents before your team starts processing.
Each task contains step-by-step instructions for your team and clients. SOPs, document requests, e-signatures, approvals, and surveys — everything handled within each action.
Example — GST/HST Project Workflow
Everything You Need
No patchwork of apps. No missing pieces.
Automate your workflow and eliminate repetitive tasks.
Provide prompts to AI to generate customized project templates.
Give clients a secure, branded portal to submit documents, sign off on work, and stay informed.
Full activity log for every client file — know exactly who did what, and when, for compliance and accountability.
Send sensitive financial documents securely without relying on unsecured email inboxes.
Collect legally binding e-signatures on engagement letters, T183s, and client approvals.
Custom intake forms and surveys to gather client information before you start any engagement.
Centralized file storage with client file sharing, version history, and full audit trails.
Team member–focused calendars so everyone knows exactly what's on their plate, every day.
Join accounting firms across Canada using Fusion Workflow to eliminate manual work and deliver a better client experience.