Portag 2020
Price Plans
features
Controller+ (5)
Controller+
Controller
Software
Xero (x20)
Receipt Bank
Hubdoc
Fathom (x21)
Compliance
For the Year Ended
Dec 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate Tax Return / T5013
CO17 Quebec Corporate Tax Return / T5013
GST/HST Return (annual / quarterly / monthly)
QST Return (annual / quarterly / monthly)
Tax planning
T4 / T5 information returns
Management letter
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System setup: Fathom
Training Plan
Consolidations
Monthly consolidations in Fathom (custom)
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 25 bank / credit card accounts
Up to 130 bank / credit card transactions
Receipt Bank matching (accrual)
Up to 80 Receipt Bank items
No tracking categories
30 day close
15 day close
5 day close
Additional reporting
Monthly CPA meeting
Monthly consolidated report
Controller+ (5)
$11,000
per month
Controller+
$10,000
per month
Controller
$9,000
per month
add-ons
Tax reduction
$4,000
Portag 2020 - Price Plans
