Leads pipeline
Capture, qualify, and nurture prospects until they are ready for pricing.
Pricing Engagements
Scope, price, and send proposals — including scope changes and updated proposals for existing clients.
New client onboarding
Stand up a new engagement: full scope capture, AI-assisted pricing, and save as client or prospect.
Diagnostic review
Assess a prospect's books, document findings, and price the remediation roadmap.
Add an existing client
Xena reads uploaded files and places each fact on the matching Client Window field.
Multiple client upload
Fill the XENA AI import template with one row per client and upload it — every row is checked before anything is created.
Cloud accounting setup
QBO or Xero setup, chart of accounts, integrations, and opening balances.
Ecommerce integration
Amazon, Shopify, A2X mapping, multi-currency, and settlement workflows.
CPA health check
Periodic recon, compliance, and reporting health across the client book.
Sales tax filings
GST/HST, PST, and QST registration, filing periods, remittances, and next due dates.
Corporate tax / year-end
T2 prep, year-end close support, and filing coordination with the client's tax advisor.