Clients
All records encrypted with AES-256-GCM.
New client record 🔒 Encrypted on save
TAXPAYER PERSONAL INFORMATION
MARITAL STATUS (as of December 31, 2025)
TAX INFORMATION
DEPENDANTS
Dependant #1
CLIENT RECORDS
| Name | SIN | Status | E-File | Balance | Payment | Year | File # | |
|---|---|---|---|---|---|---|---|---|
| No clients yet. Add your first client above. | ||||||||
Invoices
Invoices generated from client records.
INVOICE RECORDS
| Client | Invoice # | Date | Balance | Status | Actions |
|---|---|---|---|---|---|
| No invoices yet. | |||||
E-File tracker
Track CRA e-filing status for all clients.
E-FILE STATUS
| Client | File # | Year | Status | Balance | Actions |
|---|---|---|---|---|---|
| No clients yet. | |||||
Notes
Private encrypted notes for your practice.
No notes yet.
Reports
Summary analytics for your practice.
CLIENT SUMMARY
| Name | Year | E-File | Balance | Invoice # |
|---|
Deadlines
CRA filing deadlines and upcoming dates.
Follow-ups
Clients requiring attention.
Activity log
All vault actions recorded for this session.
Document drop-off
Log documents received from a client. They receive an email confirmation automatically.
LOG NEW DROP-OFF
EMPLOYMENT INCOME SLIPS
SELF-EMPLOYED INCOME
RECEIVED DOCUMENTS LOG
No drop-offs logged yet.
Search clients
Search across all encrypted records.
Start typing to search your encrypted records.
Import CSV
Export from your tax software and drop the file here.
EXPECTED COLUMNS
ClientFirstName, ClientLastName, ClientSIN, EFILE, Invoice_Number, Invoice_Date, BalanceOwing
Click to upload CSV file
All records encrypted immediately on import
Settings
Manage your vault preferences.
VAULT INFO
VAULT NAME
—
TOTAL RECORDS
0
ENCRYPTION
AES-256-GCM
KEY DERIVATION
PBKDF2-SHA256 (310,000 rounds)
STORAGE MODE
Browser only
ACCESS
Single vault — restricted
CHANGE PASSWORD
RECOVERY CONTACTS
Up to 3 email addresses or phone numbers. Shown on the "Forgot password" screen as a reminder of who to contact.
DANGER ZONE
Permanently delete your vault. Requires 3-step authorization. Cannot be undone.
⚠ All client records, invoices, notes and documents will be permanently destroyed.
Security
How your data is protected.
ENCRYPTION
AES-256-GCM
KEY DERIVATION
PBKDF2-SHA256
ITERATIONS
310,000
IV / NONCE
96-bit random
SALT
128-bit random
AUTH TAG
128-bit GCM
PROTECTION DETAILS
✓ Password never stored — used only to derive the key via PBKDF2.
✓ AES-256-GCM — provides both confidentiality and tamper detection.
✓ Unique IV per record — identical data produces different ciphertext every time.
✓ SIN masked by default — click to reveal temporarily.
△ No password recovery — forgotten master password = data unrecoverable by design.