Wealthsimple Group - FY2018
Price Plans
features
Transition
Support+
Support
Software
Xero
Receipt Bank
Hubdoc
Fathom
WS responsible for Expensify software costs
Support
Unlimited Phone/Email Throughout the Year
Expensify technical and workflow support
Plooto technical and workflow support
Xero/RB/HubDoc technical and workflow support
Management
Weekly Management Meeting
Accounting policy discussions and support
Tax compliance and planning discussions and support
Payroll
CDN Payroll Management & Support (Wagepoint)
CDN Onboarding / offboarding employees
CDN Employee Expense Reports Processing
CRA support
ON Ministry of Finance (EHT) support
US Payroll Management & Support (Gusto)
US Onboarding / offboarding employees
US Employee Expense Report Processing
IRS correspondence
GRSP Support (Wealthsimple 4 Work)
Training & Transition
Unlimited training sessions with bookkeeper
Unlimited phone/email support for bookkeeper
Transition
$8,150
per month
Support+
$5,750
per month
Support
$3,750
per month
Wealthsimple Group - FY2018 - Price Plans
