One home for every invoice, waiver and signed quote — with signature tracking and automatic retention rules built for CRA and Ontario record-keeping requirements.
Document
Client
Signature
Retention
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Generate a compliant document in one click. Each template pre-fills CVN's standard clauses, requests any required e-signatures, and files the result in the vault under the right retention rule automatically.
Template library
Retention rules run automatically. When a document's category clock runs out, the vault flags it for review — nothing is ever deleted while a legal hold is active. Defaults follow CRA six-year guidance for financial records; adjust per category below.
Applies to all future and existing documents in each category.
