One folder per engagement, with no email thread.
Meo brings the engagement letter, tax slips, statements and the information in the folder (SIN, civil status, answers to your questions) together in a single folder per client and per engagement. Inspection or quality review: everything is ready in a few minutes.
Active folder
2025 folder · My Company Inc.
Engagement letter
Received 5 min ago
T2 / CO-17
Received 1 h ago
Financial statements
Received yesterday
Trial balance
Received 2 d ago
T4 / RL-1 slips
0%Bank statements
No reply for 5 d
Built for CPA practices.
A client portal in your brand
One link, one code by email or text message, and your client uploads. No account, no password, no app to install. Hosted in Quebec.
Not just documents
Ask for tax slips, bank statements and invoices, but also the information in the folder: SIN, civil status, answers to your questions. Sensitive documents and information are encrypted the moment they are entered.
Folders structured for inspections
Download a folder's supporting documents on demand, each one timestamped, with an access log. In Quebec, this helps prepare an inspection or quality review by the Quebec CPA Order.
From accepting the engagement to archiving, with no email thread.
Four moments in the life of a CPA engagement. At each one, Meo takes a chore off your plate.
- 01 Acceptance
Accepting the engagement
Add your client, create the engagement, file the engagement letter. A clean client folder from day one.
- 02 Collection
Collecting documents and information
Ask for the tax slips and the statements, but also the information in the folder (SIN, civil status, answers to your questions). Everything is encrypted on entry, and the reminders go out on their own.
- 03 Production
Preparation and production
Your supporting documents are filed by folder and by engagement, with a verifiable fingerprint and timestamp to detect changes since upload.
- 04 Retention
Closing and retention
Each document type has its own retention period. Meo warns you before the deadline and, if you enable it, applies automatic deletion and records it. Your folder stays structured and accessible for future reviews.
- 01 Acceptance
Accepting the engagement
Add your client, create the engagement, file the engagement letter. A clean client folder from day one.
- 02 Collection
Collecting documents and information
Ask for the tax slips and the statements, but also the information in the folder (SIN, civil status, answers to your questions). Everything is encrypted on entry, and the reminders go out on their own.
- 03 Production
Preparation and production
Your supporting documents are filed by folder and by engagement, with a verifiable fingerprint and timestamp to detect changes since upload.
- 04 Retention
Closing and retention
Each document type has its own retention period. Meo warns you before the deadline and, if you enable it, applies automatic deletion and records it. Your folder stays structured and accessible for future reviews.
Built around the recordkeeping needs of CPA practices.
No spreadsheet on the side, no manual setup. Good habits are the default, from the very first engagement.
One folder per client and per engagement
Orderly, chronological filing, downloadable on demand.
Configurable retention schedule
Set the period by document type. Alerts before the deadline, documented destruction.
Secure digital archiving
Encryption at rest and in transit, redundant backups in Montreal, individual access control.
Professional secrecy under control
Individual access for each member of the firm, logged actions, an export ready for a quality review.
Electronic signatures for engagement letters and commitments
Included, unlimited, with confirmation by a single-use code. No DocuSign subscription to manage, with details recorded in the audit log.
One record per client
Every client has a record: assigned lead, labels, internal notes with a due date and an assignee. No more Excel spreadsheet to get through tax season.
Redundant copies synchronized in Quebec
Your data is kept in several copies, continuously synchronized across our Quebec data centres. No dependence on a single disk, a single server, a single centre.
Three things that used to take three separate programs.
Click a pillar to explore the tools Meo includes in each area. All on one platform, with the same contact and the same audit log.
Every piece of client context in one place.
Each contact has a record: assigned owner, tags, internal notes with due dates, encrypted information and all of their documents. Your client data stops being scattered across a spreadsheet, an inbox and a network folder.
- Assigned owner + colour-coded tags on each contact
- Internal notes (due date, assignee, reminders)
- Encrypted information (cards, PINs, passwords)
- Bulk CSV/Excel import - up to 5,000 contacts