Dossiera

Pricing

Simple, built for firms here

Simple per-seat pricing, in Canadian dollars. Every feature is included — you pay per firm user, and your clients are unlimited and free.

14-day free trial No credit card Unlimited clients Documents hosted in Canada
Recommended

Practice

For Canadian accounting firms

from49 $CAD / user / month
  • Per firm user (2-seat minimum)
  • Unlimited clients
  • 300 document units / seat / month (pooled)

Every feature included — no hidden credits

  • Multi-file capture — web and mobile
  • AI OCR & extraction (GST/HST/QST), anti-hallucination
  • Bank statements + reconciliation check
  • QuickBooks push (company per client) — Sage export soon
  • White-label client portal + document requests
  • Tasks, mandates, custom roles + assigned clients
  • Security: MFA, encryption, RLS, Law 25 / PIPEDA
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Enterprise

Networks / multi-entity

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  • Negotiated seat volume
  • Custom quotas
  • Dedicated onboarding + SLA

Everything in Practice, plus:

  • Volume per-seat pricing on request
  • Custom document quotas
  • Onboarding help + SLA
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One unit = a document up to 5 pages; beyond that, +1 unit per 5-page tranche (a 25-page statement = 5 units). Optional overage: $0.25 per unit, with a cap you set.
A seat = one firm user (your clients don't count). Billed on actual usage, tuned in a demo to your team.

Included in every plan

Bilingual, Canadian tax and statements that balance — included in every plan. No hidden credits.

Multi-channel intake: upload (web/mobile) + per-client email address (Dropbox/Google Drive import coming soon)
Bilingual AI OCR & extraction (Claude), per-field confidence, anti-hallucination
GST/HST/QST taxes sorted by rate, per-field confidence, anti-hallucination
Bank statements: multi-transaction extraction + reconciliation check
Rules engine + AI suggestions + transfer detection
Real-time push to QuickBooks (dedicated file per client, CA taxes) — Sage export coming soon
White-label client portal + document requests
Side-by-side OCR review, CSV/Excel export
Security: MFA, encryption, RLS, Law 25 / PIPEDA compliance
Dark mode, email support

Dossiera vs Dext

For reference — Dext's offering may change. We compare, we don't disparage.

DossieraDext
LanguageNative bilingual EN/FREnglish-first
Bank statementsIncluded + reconciliation checkExtra credits
Transfer detectionYesNo
Firm price (indicative)~$149/mo · 20 clients~$239/mo · 10 clients

Pricing questions

Is there a free trial?+

Yes — 14 days free, no credit card. When it ends, your account pauses (no automatic charge); you then choose a plan to continue.

Which accounting software do you support?+

QuickBooks in real time (direct push, one file per client, Canadian taxes). Sage via file export — CSV/OFX compatible with Sage 50, Business Cloud and Intacct — coming soon.

How do my documents get into Dossiera?+

By web/mobile upload, by a dedicated email address for each client, and soon by automatic import from Dropbox and Google Drive. All go through the same secure pipeline (antivirus + OCR).

Can I change plans?+

Yes. Your subscription follows your firm's user count: add a seat when you hire (prorated cost confirmed before you commit), remove it when someone leaves. The pooled document quota follows automatically.

What happens if I exceed my document quota?+

We warn you before the limit and adjust the plan with you — never a surprise cut-off. Exact overage terms are confirmed during the demo.

Where is my data processed and stored?+

Your documents at rest are stored in Canada (Montréal). AI extraction may be routed outside Canada (United States). Details: "Where your data is processed". Law 25 / PIPEDA compliant.

Can I cancel?+

The monthly plan stays flexible; annual gives 2 months free. Cancellation terms are specified at signup.

Are prices final?+

The per-seat price ($49 CAD / user / month, 2-seat minimum) is a competitive starting point in CAD, confirmed in a demo based on your firm.

Ready to automate your bookkeeping data entry?

Book a 20-minute demo. We'll show capture, OCR and the QuickBooks push on your own documents.

Free trial — no credit card

Book a demo