For Québec accounting firms
Less chasing.More files closed.
Dossio prepares each month's recurring work, ticks off the tasks your automations have already done, follows up with clients for their documents, and tells you every morning what's wrong in their Xero books.
- 30-day free trial
- No credit card
- Hosted in Montréal
Boulangerie Lumière
Bookkeeping · September 2026
- Bank statements receivedClient · portal
- Monthly sales postedAutomation
- Bank reconciled in XeroXero
- GST and QST prepared
- Review and send to client
What eats up your week
You know how to do the accounting. It's everything else that takes the time.
Dossio takes care of these repetitive tasks so your team can focus on its files.
- 01
Recreating the same tasks every month, for every client.
Your templates and schedules create recurring work on their own, once per period, and assign it to the right person.
- 02
Asking a client three times for one bank statement.
The client gets a clear request in their portal, and Dossio sends the reminders until they answer.
- 03
Opening Xero client by client to see where the books stand.
Every night, Dossio checks each client's Xero file and flags what needs your attention.
- 04
Ticking off by hand a task an automation already did.
Once sales or supplier bills are posted, the task ticks itself off in the right client's work.
- 05
Looking for a client's email in a colleague's inbox.
Outlook emails are matched to the right client and summarized, and AI drafts a reply for you to review.
What you gain day to day.
You know where every file stands.
At a glance in the morning: what's late, what's waiting on the client and what's already done.
Clients answer faster.
A precise request, a simple portal, and reminders nobody needs to write anymore.
Your team spends its time on accounting.
Not on following up emails or keeping Excel lists up to date.
How it works
What Dossio does for you, day after day.
01 · Recurring work
Next month is already set up.
Monthly bookkeeping, quarterly GST and QST, payroll, year-end, T1 returns: each template holds its tasks, deadlines and the rules for who does what. Dossio creates each period's work, and never creates it twice.
02 · Client requests
Documents arrive without you having to chase them.
Statements, receipts, questions or confirmations: clients answer in their portal, with no password to remember. Reminders go out automatically, and the answer is filed with the work.
03 · Email
Your email, sorted and linked to the right client.
Connect your Outlook mailbox and choose which folders to sort. Each email is matched to its client, summarized and labelled: documents, question, invoice or urgent. In one click, you share it to the client's file or turn it into work. AI prepares a draft reply in Outlook, but you are always the one who sends it.
04 · Xero check
Every Xero file, checked every night.
Last month locked or not, transactions to reconcile, inactive bank feeds, drafts awaiting approval, overdue receivables and payables. The connection is read-only: Dossio looks at your files and never changes anything in them.
05 · Automations
What's done ticks itself off.
Your automated jobs, such as posting sales, supplier bills or payments, notify Dossio. The matching task then ticks itself off in the right client's work, for the right period.
Ask Dossio
An assistant that knows your files.
Ask your question the way you would ask a colleague. The assistant looks at your work, clients, requests and Xero check, then answers. When it prepares something, you confirm it.
- Its answers come from your files
- What's late, team workload, a client's situation, time spent: it answers from what's in Dossio, not from the internet.
- It prepares, you confirm
- New work, a client request or a note: the assistant prepares it, but nothing is saved without your approval.
- Nothing goes out without you
- It can prepare a reply to an email, but the reply stays a draft in Outlook. You review it and send it.
Migration services
We take care of the move.
Whether you use Karbon, Excel or another software, or you're starting from scratch, our team imports your clients, templates, work in progress and schedules, then trains your team. Meanwhile, your month-ends carry on as usual.
Local
Built in Québec, for firms here.
Dossio is built by Namaca, a Montréal company specializing in finance, accounting and automation. We know your deadlines, your taxes and your clients, and we answer in French or in English.
- French first
- The app, the client portal and support. A complete English version is also available.
- Hosted in Montréal
- The database, files and application are hosted in Montréal.
- Designed for Québec
- NEQ, GST and QST numbers, local deadlines. Never a full SIN.
Built with Québec accounting firms.
One price per firm, whatever the size of your team.
No per-person licences: your users and the client portal are unlimited. From $149 a month, billed annually, based on your firm's number of active clients.
Frequently asked questions
Do we need Xero to use Dossio?
No. Work, templates, requests, the portal and time all work without Xero. With Xero, you also get an automatic check of each client's file, every night.
Can Dossio change anything in Xero?
No. The connection is read-only: Dossio looks at your files to check them, but never creates, changes or deletes anything there.
What about QuickBooks Online?
Not yet. Dossio works for all your clients, but the automatic accounting-file check is only available with Xero.
Do our clients have to pay or install anything?
No. The client portal is included, however many clients you have. Clients sign in with a link or a code sent by email, with no password to remember.
Who handles the migration?
Our team. Whether you come from Karbon, Excel or another software, we import your clients, contacts, templates, work, schedules and time, then train your team. Anything that can't be imported, we tell you up front.
How does email sorting work?
Each team member connects their Outlook mailbox and chooses which folders to sort. Dossio matches each email to the right client, summarizes it and labels it. You can then share it to the client's file or turn it into work.
Try Dossio with your own files.
Set up your firm in a minute. The trial is free for 30 days, no credit card.