SB

SmartBookswpg

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Inquiries

Contact form submissions from the SmartBookswpg website.

Bookkeeping

A live general ledger — categorized income and expenses, reconciled monthly, with receipts attached to every entry.

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Preview mode — sample dataThis is what your real ledger would look like once the Bookkeeping module is built out.
Request sent — we'll be in touch to scope this out.
Income (sample month)
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Expenses (sample month)
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Net
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DateDescriptionCategoryAmountBalance

Sample transactions shown for demonstration only — not real SmartBookswpg financial data.

Accounting

Invoices, payment status, and client billing — issued, tracked, and reconciled without leaving the dashboard.

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Preview mode — sample dataA working preview of invoice tracking, once the Accounting module is built out.
Request sent — we'll be in touch to scope this out.
Outstanding
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Overdue
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Paid this month
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InvoiceClientDue dateAmountStatus

Sample invoices shown for demonstration only — not real SmartBookswpg client data.

Tax

Document tracking per client and year, plus a rough estimate tool to give clients a ballpark before filing season.

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Preview mode — sample dataA working preview of document tracking and estimating, once the Tax module is built out.
Request sent — we'll be in touch to scope this out.
ClientDocumentTax yearStatus

Sample document tracker shown for demonstration only — not real client data.

Quick tax estimate

A rough combined federal + Manitoba estimate for a Winnipeg individual client — useful for a ballpark conversation, not a filed figure.

Federal tax (estimated)—
Manitoba tax (estimated)—
Total estimated tax—
Estimate only, not a filed figure. This uses simplified marginal brackets and ignores credits, deductions, and CPP/EI — it exists to give a client a ballpark in conversation. It is not CRA-certified filing software; every return still goes through SmartBookswpg's actual EFILE process.