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BrokerBooks is a Canada-focused financial organization tool operated by BrokerBooks Pro Canada Inc. It is not positioned as full accounting or tax-filing software; instead, it helps Canadian real estate professionals, self-employed workers, and small business owners track income, expenses, HST, and receipts. It emphasizes alignment with CRA recordkeeping requirements, offers receipt storage for 8 years, and supports handing organized reports over to a CPA.
The product is fairly focused in scope. Expense tracking supports merchant, amount, HST paid, category, CRA line, and notes. Income tracking covers categories such as commissions, referral fees, lease commissions, and consulting fees, while also recording HST collected. The system can generate monthly or annual P&L reports and annual financial summaries, and it includes a separate Trading tracker for stock and options trades. The site also suggests adding the app to a mobile home screen, making it convenient for agents to snap and upload receipts on the go. The overall workflow is straightforward: create an account, enter expenses, record income, and export reports for an accountant, so the learning curve is low.
Pricing is transparent. The Professional plan costs CA$24.99/month for 1 user and includes unlimited income/expense tracking, 8-year receipt storage, HST tracking reminders, P&L reports, and trading records. The Family plan costs CA$34.99/month for up to 3 users, adding a shared receipt library, multi-business support, and a family financial summary. Monthly and annual billing are available, with annual billing saving 33%. Subscriptions renew automatically via Stripe and can be cancelled; unused months on annual plans are generally non-refundable.
On security, the product discloses 256-bit SSL encryption, CRA-compliant handling, user ownership of data, and data removal within 30 days after account deletion. Collaboration features appear basic: only the Family plan’s up to 3 users and shared receipt library are mentioned, with no details on role permissions, approval workflows, or audit logs. Third-party integrations, bank sync, APIs, and developer support are not disclosed, which is a weakness compared with more mature accounting SaaS products.
Its strengths are a clearly defined vertical use case, Canada tax and HST-friendly recordkeeping, low pricing, and simple operation. Its limitations are that it explicitly does not provide tax, accounting, or legal advice, and it does not show full accounting capabilities such as invoicing, tax filing, or bank reconciliation. It is best suited to Canadian real estate agents, brokers, and small family teams preparing records before tax season. It is not ideal for businesses that need complex financial accounting, multi-department permissions, or system integrations.
Access from China is not specified, so its status is unknown. Because the product is built around Canadian HST, CRA requirements, and real estate brokerage workflows, it has limited fit for local Chinese businesses. For use in China, local finance tools such as Yonyou, Kingdee, and Chanjet may be more suitable. International alternatives include QuickBooks, Xero, FreshBooks, and Wave.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on brokerbooks.ca official site.
brokerbooks.ca is an Canada Legal & Tax provider. TG4G tracks its product information, an overall rating of 7.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach brokerbooks.ca directly.