Vylan is practice software for small Canadian accounting firms. It holds your clients, the jobs you are doing for them, the documents those jobs need, and the money at the end — so the day's work happens in one place rather than across a folder structure, a signature tool, a billing tool and a mailbox full of chasing.

It started as the part that eats a week and bills nothing: getting paperwork out of clients. That is still the heart of it, and there is now considerably more around it.

What it holds

• Your Clients — who they are, who works on them, how they are related to each other, and everything you have ever filed for them.
• Your Work — every task the firm owes, across every client, in one list rather than one list per person.
• Your Engagements — one job for one client, built from a template so the checklist fills itself in.
• Task automations — rules on individual tasks and templates that assign someone, notify someone, or message the client when a task reaches a status.
• Time — one timer and a way to write down hours, so you can see what a client actually costs you.
• Billing — invoices with Canadian sales tax, sent from Vylan, paid by card, chased automatically until they are.
• Leads — the work you are trying to win, before it is a client, with a form for your website that feeds it.
• Files — every document you hold for a client, searchable, importable in bulk, and filed out to your own Google Drive when you choose.
• Templates — whole engagements, tasks, document requests, questionnaires, services and folder structures, each set up once.

The basic loop

1. You create an engagement: one piece of work for one client, like a personal tax return.
2. You pick a template, which fills in the work and document checklist it contains.
3. You send it. Your client gets an email with a private link.
4. Your client uploads their documents, on the page they already sign in to.
5. Vylan sorts each upload onto the right line of the checklist by itself — and checks it for problems when you have turned on AI document checks for that client.
6. You approve what is good, reject what is not, and Vylan asks the client again.
7. When everything is in, you do the actual work, send it back, and get paid.

Document checks, reminder schedules, billing settings, and task rules help with the routine follow-up. Your team still reviews the work and records what has been completed.

Who it is for

Small accounting and bookkeeping firms in Quebec and the rest of Canada. It works for a firm of one and for a firm with a handful of people. If you have teammates, you can turn on team mode, give people roles, and assign work between you.

It works in English and French

The whole product is bilingual, including the emails your clients receive. You choose your own language in your settings, and each client is contacted in theirs. The two are independent, so you can work in English while your client hears from Vylan in French.

Where your data lives

Your data is hosted in Canada.