No cost to the firm
Clients pay for access; firms do not. There is no admin burden or platform fee.
Shield is preparation infrastructure, not accounting software.
NeverØwe Shield helps self‑employed clients track real‑time forecast obligation, set‑aside targets, and keep clean records your firm can use. It supports your work without adding operational burden to your firm.
Shield is
Real‑time forecast obligationCanada‑first
Set‑aside targetsRecommended set‑aside
Payment trackingPaid to date vs forecast obligation
Simple bookkeeping structureGAAP‑aligned, double‑entry where
applicable
Accountant‑ready CSVAccountant‑ready CSV + summaries
Clear separationForecast obligation vs final obligation (at
filing)
Shield is not
Not a filing serviceNo T1/T2 submissions
Not a liability transferClient remains responsible
Not commission‑basedNo referral payments
Clear expectations for firm and client
No liability shift
Shield does not assume or transfer tax liability. Responsibility remains with the client and their accountant.
No commissions
Your clients receive preferred pricing. We do not pay referral fees or commissions to firms.
GAAP‑aligned structure
Categories follow consistent accounting logic designed for reconciliation.
Double‑entry enforced
Entries remain balanced to keep exports structurally valid.
Traceable exports
Consistent categories, timestamps, and source references support clean review.
Choose your next step
Review the workflow, export schema, and pilot timing. Shield supports your work without replacing it.
Preferred pricing for referred clients. No referral payments to firms.