An operations hub Versatile CPA runs every day.
Versatile CPA is a Calgary chartered professional accounting firm. T1 season, monthly compilations, partner-review queues, and the firm-specific DT Practice training all run from the same surface. Built once, deployed in spring 2026, in daily use since.
The firm
A small senior team in Calgary that handles owner-managed firms across Canada.
Personal tax through to year-end engagements for small business owners. The work is regulated, deadline-driven, and process-heavy. Most of the firm's output passes through a partner's desk before it leaves the building. None of the off-the-shelf practice tools quite fit how the partners want it run.
Before this engagement the firm was running its workflow across DT Practice, paper checklists, and shared inboxes. Three places to look for the answer to where a return was sitting. Two places to update when status changed. No clean way to tell, six weeks later, who edited a deadline and why. The cost was not visible on any one Friday afternoon. It compounded across tax season.
The brief was simple in shape and large in scope: one place for every active engagement, the firm's own SOPs sitting next to the work they govern, and an audit trail clean enough that a partner could trace any change back to a person and a date.
What we built
Five sections. Twenty-seven components. The firm's own playbook on the page.
The hub is not a generic practice tool with the firm's name on it. Every module is the firm's own process, captured in code, sitting next to the work it governs. Hub at hub.versatilecpa.ca, auth-gated.
01
Dashboard
One project tracker, no spreadsheets.
A single dashboard surfaces every active engagement. KPI cards across the top, a workload-by-person view, and a sortable, filterable table of every return in motion.
What it includes
- KPI cards: Active, Prep, Review, Filed, Overdue
- Workload view by responsible staff member
- Inline edit and delete for every project, role-gated
- Stale-data badges (amber over 7 days, red over 14)
02
T1 personal tax
The fifteen-step T1 SOP, on the page.
The firm's T1 process, captured as a fifteen-step standard operating procedure with a two-column layout. The SOP sits next to the work it governs, not in a separate binder.
What it includes
- Fifteen-step SOP, two-column layout with sticky sidebar
- Interactive checklist tied to the active project
- Embedded SVG flowchart of the full process
- Email template for client correspondence
- Downloadable PDF references for staff onboarding
03
Compilation NTR
CSRS 4200 from intake to filing.
The compilation engagement walked through ten stages, aligned to CSRS 4200. Same SOP-next-to-work pattern as T1, sized for the longer engagement arc.
What it includes
- Ten-stage SOP per the CSRS 4200 standard
- Stage-level checklist tied to project progress
- Process flowchart embedded as sanitized SVG
- PDF references for the full engagement file
04
DT Practice
Firm-specific training that finally stays put.
Thirteen training modules, four hours and thirteen minutes of in-house knowledge. The same content the firm used to teach in person, now persistent and searchable.
What it includes
- Thirteen modules, role-tagged for staff and partner
- Five named handoff points across the engagement lifecycle
- Setup reference for new staff onboarding
- Percent-completion stages with progress markers
05
Firm resources
The links that matter, in one place.
Scanning protocol, CCH iFirm notes, and the external links staff actually open during an engagement. CRA, NETFILE, CCH Portal. One page, no bookmarks to maintain.
What it includes
- Firm scanning protocol
- CCH iFirm internal reference
- External links: CRA, NETFILE, CCH Portal
Underneath
The platform pieces a regulated practice needs.
- Identity
- Microsoft Entra ID, multi-tenant
- Authorization
- Role-based access
- Audit trail
- Every mutation logged
- Stack
- Next.js, Postgres, Prisma, Vercel
Multi-domain support so partners and staff sign in with the same identity they use for everything else.
Partner, staff, viewer. The destructive actions are gated to the people who should hold them.
Who changed what, when, and from where. Six weeks later the trail is still there.
Standard pieces, assembled by one operator. No exotic dependencies, no licenses to renew.
On the page
What it looks like in daily use.
Five surfaces, captured from the running hub. Client names and figures shown here are neutral demo values; layout, behavior, and structure are exactly what the firm sees every day.
WIP
Every active engagement across the firm, filterable by stage and assignee, sortable by billed and overdue. The full operational picture, on one page.
Dashboard
Today queue ranked by deadline risk, partner-review counts, and the current season's progress against the filing date.
T1 process flow
Visual swimlane of the T1 engagement across Admin, Preparer, Senior Reviewer, and Partner, with handoff and review points marked.
T1 pricing and estimator
The T1 fee schedule next to a working estimator. Build a return, see the quoted fee, send it to the client. Productized pricing, on the page.
Staff guide
The firm's day-to-day reference for who handles a file at each stage. Every percent-complete band mapped to who owns the work and who reviews.
Hub at hub.versatilecpa.ca, auth-gated. Screenshots taken with anonymized data; the structure and behavior shown here are the production hub.
Marketing site rebuild
A new public surface, ready to launch.
Five pages built from scratch alongside the hub. Same visual language as the firm runs in person: cream serifs, the green and navy of the practice, and Calgary-skyline imagery. Sanity-driven so the firm controls every word.
Previews captured from the staged rebuild. The site is awaiting the firm's sign-off before the launch swap; the live page at versatilecpa.ca is currently a polite placeholder.
Home
Hero, three-step intake, owner-managed positioning, partner photography. Cream serif over a Calgary-skyline overlay.
About
Founding story, the senior team, commitments grid, client reviews pulled from public Google sources.
Industries
Six core sectors with the firm's named services per sector, plus an all-industries grid that handles the long tail.
Insights
Practical writing for owner-managed firms. Sanity-driven, partner-authored, easy for the firm to update.
Contact
Two-column contact: visit and write. Embedded FAQ section catches the questions the firm answers most often.
Where it stands today
The hub runs the firm. The marketing site is queued.
The hub is doing the work it was built for. The marketing rebuild is finished and waiting on the firm's green light to go live. Until that moment, versatilecpa.ca shows the placeholder that has been there since the engagement started.
Operations Hub
Live, in daily use
Deployed to hub.versatilecpa.ca in spring 2026. The firm's staff sign in with their work identity and run the day from there.
Marketing site rebuild
Launch-pending
On the dev branch, ready to swap in. The firm decides the launch moment; the build does not gate it.
versatilecpa.ca today
Placeholder banner
A polite "new site, nearly here" page sits on the live domain while the rebuild waits for sign-off. Phone and email reach the firm directly.
How this gets built
One operator end to end. No account-manager handoff between you and the build.
The same person runs discovery, designs the surfaces, writes the code, ships the deploy, and answers the support email. The firm talks to one builder for the duration of the engagement. Decisions land same-day. Changes ship the same week they are agreed.
Working software lands on shared URLs as the engagement runs. No status-deck theatre, no scope renegotiation in slides. The firm sees the thing it is paying for, in their browser, week by week.
What is next
The firm decides the marketing-site launch moment. The hub keeps earning its keep through the next deadline cycle. Future modules get scoped against what staff actually open most.
If you run a small Calgary practice and any of this looks like the kind of surface your team would actually use, the next move is a thirty-minute conversation.
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