The accountant portal comes to your desktop.
The accountant portal is now available as a Mac and Windows app, alongside the browser version. And a QuickBooks Online (Intuit) integration is coming soon. Full details on the accountant portal page.
A Mac and Windows app
The accountant portal gathers your clients' Revenu Québec attestations, their expiry dates and the history of every transmission. It remains available in the browser at web.attestationfiscale.ca. You can now install it as a standalone app:
- A dedicated window in the Dock or taskbar, with your session remembered between launches.
- Always current: portal updates apply automatically, with no reinstall.
- Sign in with email or Google. Google sign-in opens in your usual browser, then brings you back to the app automatically.
- Mac: macOS 12 or later, as an Apple Silicon (M1 and newer) or Intel build. The app is signed by Appinov and notarized by Apple. Open the DMG and drag the icon to Applications.
- Windows (beta): Windows 10 and 11, 64-bit. The installer is not code-signed yet: if SmartScreen appears, click "More info" then "Run anyway".
Version 1.0.1. Free for accountants; an accountant portal account is all you need.
QuickBooks Online (Intuit) integration
Connect your QuickBooks Online account to the portal: your client list syncs by itself, and you see at a glance which clients have not provided an attestation yet, or whose attestation is about to expire.
Read-only: only the customer list is read. No entries, invoices or accounting data are changed in QuickBooks, and you can disconnect the integration in one click.
Using Xero, Sage or Acomba? Tell us at support@appinov.ca: the next integrations will follow demand.
Available today: import your client list
While QuickBooks is on its way, import your client list from a CSV or Excel file exported from any accounting software. The portal recognizes the name, NEQ, email and phone columns, then shows you which clients have no attestation in your portfolio yet.
- Export your client list as CSV from your accounting software.
- Open Import in the portal and drop the file. Check the column mapping.
- Confirm. The clients appear in your portfolio tagged "List", ready to be followed up.