Get started: from signup to your first deadlines

Your first hour in ComptaFlow: create your account, add a client, turn on their services, and watch the filing deadlines appear. One path, no detours.

Who this is for: a firm owner on day one. Everything below works on the free trial, exactly as you signed up. Each step links to a full guide when you want more depth.

1. Create your firm#

1. On the sign-up page, enter your firm's name, your name, your email, and a password (at least 8 characters with an uppercase letter, a lowercase letter, and a digit), accept the terms, and submit.
2. Your account starts on a 14-day free trial — no credit card. You are the firm's owner, and you land on your dashboard.

2. Add your first client#

1. Open Clients and create your first client. Two things are required: the name and the client type (corporation, sole proprietor, partnership, trust, individual, or non-profit). The type matters: it decides which filings apply.
2. Add what you have on hand — NEQ, tax numbers, year-end date, filing frequencies. You can complete the record anytime.

Full guide: Add and update a client. The trial includes up to 10 clients.

3. Turn on the client's services#

1. On the client's record, open the Services tab and enable the services you handle for them — sales tax (TPS/TVQ), payroll, year-end, bookkeeping, personal tax.
2. The moment you enable a service, ComptaFlow generates the upcoming task instances with their real deadlines: computed for the client's type and frequencies, and rolled past weekends and Quebec statutory holidays to the next business day. You are told how many tasks were created.

Full guide: Generate a client's compliance tasks and deadlines.

4. See your deadlines#

1. Open Tasks: your open work, nearest deadlines first, grouped by service category tabs. Anything past due always shows.
2. Open Suivi for the other view of the same work: one grid per service, one row per client, so you see where everyone stands on TPS/TVQ at a glance.

Full guides: Work my tasks day to day and Follow a service's deadlines in Suivi.

5. Work your first task#

1. Click a task to open it. Move it through your firm's statuses (any order — reaching the completion status stamps the date), tick the checklist steps as you go, and leave a comment for context.

That is the whole loop: clients drive services, services drive deadlines, deadlines drive your day.

When you grow#

The trial runs the loop above end to end. On a paid plan you add, among other things:

• Your team: invite teammates, roles and permissions, team chat.
• Time: log time against tasks and approve the team's time.
• Scale: bulk import your client list, the calendar view, reports and exports, and deadline reminders.

Pick a plan anytime in Settings → Billing: Start or change my subscription.