Every client's CRA filing, on time, from one dashboard.
HappyBean tracks every deadline, collects documents and approvals from your clients, and files GST/HST straight to the CRA. Every feature is $10 per client a month.
- CRA-listed for GST/HST filing
- Set up in under 5 minutes
- No setup fees, cancel anytime
Compliance for every client, without the spreadsheet and the chasing.
Keeping dozens of clients on the right side of the CRA usually means a spreadsheet, a calendar, and a lot of follow-up emails. HappyBean replaces all three.
You see every client's deadline and status in one place.
The compliance dashboard shows who is in compliance, who is at risk and who is late, so the first thing you see each morning is what needs you today.
- One view of every filing, by client and by period
- HST / GST reminders ahead of every CRA deadline
- A primary and a secondary contact on every client, so nothing stalls when someone is away
Your clients send documents and approvals themselves.
Each client gets a portal. You send a filing request, they upload what you need and approve the return, and every step is recorded against the period.
- Filing requests and reminders go out by email
- Clients upload documents and message you in one thread
- Approvals and confirmations are kept, audit-ready, with the filing
- Filing request sentEmail to the client's primary contactNov 2
- Documents providedUploaded through the client portalNov 4
- Return prepared and approvedClient approval on recordNov 6
- File with the CRAGST/HST Internet File TransferNext
- Confirmation savedStored with the period
GST/HST returns go straight to the CRA.
HappyBean is on the CRA's list of software for GST/HST Internet File Transfer. And when a rule is unclear, the built-in CRA chatbot answers filing and compliance questions without a web search.
- CRA-listed GST/HST Internet File Transfer
- CRA chatbot for filing and compliance Q&A
- Filing confirmations kept with each client's records
GST34 · Oct 2026Ready to fileYour whole team, no extra seats
Invite as many staff as you need. You pay per client, never per user.
Handled like financial data should be
Client records, approvals and confirmations are stored securely and stay audit-ready.
Sales tax, live today
Requests, approvals, filing and confirmations for GST/HST, start to finish.
Payroll Coming Q4 2026
Remittance deadlines, approvals and confirmations for every payroll cycle.
Corporate tax Coming Q4 2026
Deadlines and approvals for corporate filings across all your clients.
From sign-up to your first filing in three steps.
Create your account
Sign up in under 5 minutes. Choose the standard plan or a Founding Membership at checkout.
Add your clients
Add each client with their filing schedule and contacts. Their deadlines appear on your dashboard.
File your first return
Send the filing request, collect the approval, and file GST/HST with the CRA from the same screen.
Bookkeepers already run their client list on it.
The interactive dashboard and compliance tracking features of HappyBean perfectly aligns with how we currently manage our 40+ clients.
It's valuable that HappyBean is built by a bookkeeper for bookkeepers, rather than developed without that domain expertise.
We appreciate the ability to assign primary and secondary contacts for each client to handle situations where the primary contact is away.
The AI chatbot is great! It allows quick access to CRA tax information, rather than having to search the web.
Designed by someone who has done your job.
HappyBean was founded by Sandra, a bookkeeper with more than 25 years of experience. Every screen comes from the daily work of keeping clients compliant.Sandra Darrach-LeBlanc · CEO & Founder, HappyBean Meet the team
Every feature. Two ways to pay.
No tiers and no feature paywalls. Pay per client each month, or lock in five years for one payment.
- Unlimited clients for five years, with no per-client fees
- Every feature, including new ones as they are released
- One dedicated technical support session to get you started
- A say in the product: your feedback guides what we build
Only 50 Founding Memberships available
Claim your Founding MembershipApplicable taxes are additional. Full offer details
- Every feature included
- Unlimited team members
- No setup fees, cancel anytime
- Billed monthly in CAD; add clients any time
Prices in CAD, before applicable taxes.
How many clients do you manage?
Before you sign up.
Are any features locked to a higher plan?
No. Every firm gets every feature, whether you manage 3 clients or 300, and whether you choose the standard plan or the Founding Member offer.
What counts as a client?
Each business or individual you add to HappyBean to track filings and deadlines for counts as one client. On the standard plan each client is $10 per month.
Do I pay extra for my team?
No. Invite as many staff members as you need at no extra cost.
Who can become a Founding Member?
The Founding Member offer is exclusive to our first 50 customers. Only 50 Founding Memberships are available.
Can I cancel?
On the standard plan, yes. There are no setup fees and no long-term contracts. A Founding Membership is a one-time payment for five years, so there is no monthly billing to cancel.
Have every client's filing under control this month.
Create your account in under 5 minutes, or claim one of 50 Founding Memberships while they last.
Prefer to see it first? Book a 15-minute demo