FRCheck eligibility

The operating model

Connect. Answer.
We handle the rest

SoloInc turns your corporation’s routine obligations into one managed process, with clear ownership and clear next steps.

One simple workflow

You step in at the right moments

The shared list makes the work visible without asking you to manage it. SoloInc coordinates the process and brings you in when information, a decision or an approval is needed.

01

Connect

One organized starting point

We set up your Client Workspace. You share requested records there and provide the agreed access. We establish a clear view of the corporation and its known deadlines.

You
You provide complete records.
SoloInc
We organize the starting position.
02

Answer

Your attention, only when needed

When a decision or clarification belongs with you, you receive one clear question with the context and timing you need.

You
You answer or approve.
SoloInc
We ask a focused question.
03

We handle

Routine work keeps moving

SoloInc keeps the agreed bookkeeping, routine filings and corporate administration moving throughout the year.

You
You stay focused on client work.
SoloInc
We manage the routine process.

Included with both packages

Your Client Workspace

SoloInc Complete and SoloInc Hold include a secure Client Workspace for sharing documents, tracking outstanding requests and keeping upcoming obligations visible.

Documents

Upload requested records to your dedicated client document library.

Shared To-Do list

See requests, responsibilities, due dates and status. SoloInc updates the list; clients cannot edit or close tasks.

Organized discussions

Where practical, questions stay connected to relevant documents and action items.

The rhythm of the year

Compliance moves on more than one calendar

SoloInc connects the books, recurring filings and annual work so each stage is built on current information.

01

Ongoing

Books and records

Reconciliations, supporting-document organization and follow-up on missing items.

02

When due

GST/HST and payroll

Preparation of routine in-scope returns and filings at the applicable frequency.

03

At year-end

Tax and annual compliance

The T2 return, financial statements and ordinary annual work included in the engagement.

Clear ownership

A managed process.
Shared responsibilities.

SoloInc owns the coordination and preparation of routine work. You retain the decisions and obligations that belong with the owner.

SoloInc

We keep the process moving

  • Maintain the calendar for agreed routine obligations.
  • Prepare the work included in scope.
  • Send focused requests when your input is required.
  • Flag unusual situations early.
The owner

You provide the decisions and essential inputs

  • Provide accurate information and complete records.
  • Review and approve matters that require your approval.
  • Make tax and remittance payments on time.
  • Tell us about business or ownership changes.

When something changes

No hidden surprise on the next invoice

An audit, historical cleanup, a new shareholder or another unusual event does not disappear inside the subscription.

  1. 1
    Identify

    We isolate what sits outside the routine model.

  2. 2
    Explain

    We tell you why the situation is different.

  3. 3
    Agree

    We define the next step before additional work begins.

The next step

Does your corporation fit the model?

The quick check takes a few minutes. We confirm the scope before any engagement begins.

Check eligibilitySee pricing