One workflow for every filing, from request to CRA.
HappyBean standardizes how your firm requests, prepares, approves and files, so every client follows the same steps and nothing depends on memory.
Sales tax runs from client approval to filing without the follow-up.
Automate your sales tax workflow, from client approvals to filings, so you never miss a deadline or face a penalty. HappyBean handles the communication between you and your clients and keeps you ahead of every due date.
- Multi-client dashboard: manage all filings in one place
- Structured workflows: the same filing process for every client
- CRA-listed GST/HST Internet File Transfer
- Audit-ready records: approvals and confirmations kept with each period
- 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
Payroll management Coming Q4 2026
Missed or late payroll remittances, such as income tax, CPP and EI, carry some of the CRA's strictest penalties and interest. HappyBean will keep you on top of each deadline and keep every filing and payment confirmation organized, so clients stay audit-ready every payroll cycle.
Corporate tax compliance Coming Q4 2026
Track corporate filing deadlines, manage approvals across multiple clients, and keep submissions timely and compliant from the same platform you already use for sales tax.
Everything is in the box. Nothing is an add-on.
Compliance dashboard
In compliance, at risk and late, for every client, at a glance.
HST / GST reminders
Automated reminders ahead of key CRA deadlines.
Client portal
Clients upload documents, approve returns and message you in one place.
CRA chatbot
Filing and compliance answers without searching the web.
Approvals & confirmations
Every approval and filing confirmation saved against the period.
Primary & secondary contacts
Work keeps moving when a client's main contact is away.
Built for Canadian professionals.
Bookkeepers
Managing multiple HST clients with complex filing requirements and tight deadlines.
Accounting firms
Handling recurring filings and looking for a reliable, centralized approach.
Financial professionals
Standardizing processes and removing inconsistencies in tax workflows.