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🍁 Exclusively for Associate Dealers

Built for Associate Dealers

Every module your store needs — cash balancing, CTAL disbursement reconciliation, PSIT report preparation, payroll, HR, and so much more. 

Associate-specific modulesPriced by store volumeCanadian data storageSigned DPAInstall on any desktop
ASSOCIATE-SPECIFIC MODULES

Built for how your store actually works

These modules are exclusive to Associate plans. You won't find them anywhere else.

Associate Exclusive

House Accounts

Immediate invoice generation completed after cash balancing paperwork is complete - you get the invoice - you hit send 

Associate Exclusive

Cash Balancing

Reporting for your cash balancing all in one place. Every day you get a clear picture of your cash management.

Associate Exclusive

CTAL Disbursement Reconciliation

Match the weekly Disbursement Notice line by line. Flags discrepancies and keeps a full history.

Associate Exclusive

PSIT Report Preparation

Automatically prepares your monthly PSIT for submission in Frontier.

Associate Exclusive

Flex Billing Management

Automatically Track and reconcile the weekly Flex Billing invoices and shipments against the Dealer Statement 

Associate Exclusive

Claims Tracking

Track equity claims and Adjusta-Cards — amounts, dates, and status.

Associate Exclusive

Month End Preparation

All information automatically entered into your month end reporting ready for your accountant

Associate Exclusive

Year-End Package Preparation

Annual reconciliation and year-end reporting 

HOURS BUDGET & WAGE MANAGEMENT

Want help with your hours budget? OfficeEaze can help!

OfficeEaze builds your hours budget directly from your sales forecast — by period, by department, by employee type. 

Target wage % of sales

Set your wage target as a percentage of sales. Industry benchmarks built in — Grocery/Retail 10–14%, Automotive 15–20%. OfficeEaze calculates your total variable hours budget for the year automatically.

Per pay-period hours budget

See exactly how many hours you can afford across all 26 pay periods. Enter prior year sales, set a growth %, and your hours budget calculates instantly. Manual override per period when needed.

Department hour allocation

Break your hours budget down by department — automotive, parts, service, admin. Copy budgets forward period to period. See budgeted vs actual at a glance.

Minimum wage impact calculator

Enter any test minimum wage rate and instantly see how many employees are affected, the additional cost per pay period, additional annual cost, and your new average hourly rate. Harris alerts you automatically when a provincial increase is announced.

Employment mix tracking

Full-time, part-time, casual, and salaried staff breakdown by period. Understand your workforce composition and how it affects your wage cost.

Average wage monitoring

Real-time average hourly rate across your workforce, pulled directly from your actual payroll. No manual entry — it stays current automatically.

When a provincial minimum wage increase is announced, Harris alerts you automatically and pre-fills the impact calculator with the new rate.

ALL OFFICEEAZE MODULES INCLUDED

Everything you need to run your store

Every Associate plan includes the full OfficeEaze platform — not just the Associate tools.

Canadian Payroll

CPP, EI, income tax, direct deposit, T4 slips, ROE, PD7A remittance — all provinces.

Employee Onboarding

Digital onboarding packages — TD1 forms, offer letters, handbook sign-off, and direct deposit setup.

Scheduling

Drag-and-drop shift scheduling, time clock, kiosk mode, and timecard approval.

Leave Management

Vacation, sick, and stat holiday tracking with province-specific compliance.

People & Records

Employee profiles, employment history, documents, and HR file management.

Document Generator

85+ document types — offer letters, termination letters, policies, and HR forms.

E-Signatures

Secure digital signing for offer letters, policies, and custom documents.

Filing Cabinet

Cloud document storage with automatic filing of pay stubs, T4s, ROEs, and signed documents.

Invoicing

Create, send, and track invoices with Stripe, Helcim, Interac, and PayPal payment links.

Vendors & GL

Track vendor bills, purchase orders, and what's owing.

Spending Tracker

Daily cash count, deposit log, and expense tracking.

Financial Statements

Income statement, balance sheet, cash flow forecast, and budget vs actual.

Remittance

PD7A payroll remittances, HST tracker, and CRA calendar with deadline alerts.

Training Records

Track certifications, training completions, and expiry dates.

Performance Reviews

Structured reviews with ratings, goals, development plans, and action tracking.

Background Checks

PIPEDA-compliant background check requests with consent management.

Employee Handbook

Generate a custom employee handbook and send it for digital acknowledgment.

Pay Equity

Track wage rates by role and gender for pay equity compliance.

Business Health

Overall health score, OHS compliance checklist, and mandatory postings tracker.

Harris AI Assistant

Your Canadian AI office assistant. Knows Associate workflows, employment standards, payroll rules, and CRA deadlines.

Install on your desktop — no app store needed

OfficeEaze is a Progressive Web App. On Chrome or Edge, click the install icon in your browser's address bar and OfficeEaze installs directly to your Windows or Mac desktop. It opens in its own window, works offline for key features, and feels like a native app. Every store gets their own login — your data stays separate from every other dealer. Free for every Associate plan.

Your data is safer in the cloud than in your back room.

Some tools run on a local server in your store. Here's why that's a risk, not an OfficeEaze feature.

One flood, fire, or break-in and your data is gone
Nightly encrypted backups to our AWS Cloud Server — Montreal, Canada
Hardware failure on a Saturday night means no access until Monday
Available 24/7 from any device, anywhere
You manage updates, backups, and hardware replacement
Infrastructure managed 24/7 by professionals — nothing to maintain
Changeover means physically moving a server
Changeover means logging in — new dealer gets access instantly
No remote access — if you're not at the store, you're unable to access critical information
Full access from your phone, tablet, or laptop — at home, at the bank, anywhere
No signed data agreement — your data governance is informal
Signed Data Processing Agreement included — PIPEDA compliant, Canadian data residency

Your data stays in Canada. It doesn't just have to live in a server under a desk.

Enterprise-grade security and compliance

Built to satisfy IT and legal due diligence reviews.

Optional dedicated environment

Every plan isolates your data with enterprise-grade row-level security. A dedicated tenant lives in its own separate database — you can upgrade to a fully dedicated environment with your data in its own database ($30/$50/$70 per month for Small/Mid/High).

Data Processing Agreement

Every Associate plan includes a signed DPA that explains how we process, store, and protect your data in accordance with PIPEDA.

Canadian data residency

All data is stored on AWS ca-central-1 in Montreal. Your employee records never leave Canada.

Downloadable audit log export

Every action is logged, including who accessed what, when, and from where. You can export complete audit trails for compliance reviews.

Data Processing Agreement

OfficeEaze DPA v1.4 — included with every Associate plan. Covers data isolation, encryption, subprocessors, breach notification, and your data rights under PIPEDA.

Up and running in 15 minutes

No sales call. No demo request. No waiting for a proposal. Just enter your store number below and you are in.

1

Confirm your store

Enter your four-digit store number (with the leading zero, e.g. 0215). We validate your store and confirm your group instantly.

2

Answer three quick questions

Employee count, annual sales range, and dashboard user count. Takes 30 seconds.

3

Your price appears

We recommend the right plan with a plain-language explanation. No surprises.

4

Up and running in 15 minutes

Monthly billing in Canadian dollars through Helcim. Your DPA is included. Cancel any time.

DEALER CHANGEOVER

The account follows the dealer — not the store.

Outgoing from one store, incoming to another? Your OfficeEaze account moves with you. The incoming dealer starts fresh with their own account. No overlap. No confusion.

1

Archive your current store

Go to Settings → Store Transition. Name the archive, set the transition date, select Franchise Transfer. Takes two minutes.

2

Download the full record package

OfficeEaze packages every payroll run, T4, ROE, employee file, signed document, and filing cabinet item into a single downloadable archive.

3

Your account resets for the new store

Employees, payroll, and records clear. Update your address, province, and business number. Your new store is ready to onboard in minutes.

4

Old records stay inside OfficeEaze

Your previous store's full history stays in your account — browsable, searchable, and downloadable — forever. Pull a T4 or ROE from three stores ago without leaving OfficeEaze.

A dealer who has operated five stores over 20 years has five stacked archives and their current active store — all in one OfficeEaze account. Every record, every store, always accessible.

What are you running your back office on today?

However you do it now, here's what changes when you move to OfficeEaze.

Paper & filing cabinets

One flood, fire, or break-in and your employee records are gone — and "I think it's in the blue folder" isn't a defense when CRA asks or a former employee makes a claim. OfficeEaze gives every employee one secure, searchable digital file, backed up nightly in Canada, and hands you back the hours you lose to paperwork every month-end.

  • Built for CRA record-retention rules
  • Nightly encrypted backups
  • Get your month-end back

A desktop or your own server

A server under a desk is one hardware failure away from a very bad Monday — and if you're not at the store, you're locked out. No backups you can count on, no remote access, and a changeover means physically moving a machine. OfficeEaze runs on AWS in Montreal: nightly backups, access from anywhere, and a changeover that's just a login.

  • No single point of failure
  • Access from anywhere
  • Canadian data residency

Paying for ADP, Payworks, Ceridian or Dropbox

You already know these bills add up — and you're often paying for several tools that don't talk to each other. OfficeEaze replaces payroll, HR, scheduling, documents, and storage in one Canadian platform, so it's one login and one bill instead of four.

  • One platform, one bill
  • Built for Canadian payroll rules
  • No more juggling logins

Associate FAQ

Enter your store number to see your price

Type your four-digit Associate store number below — include the leading zero (for example, store 215 is entered as 0215). We'll confirm your store and your plan pricing will appear instantly.

Ready to simplify your store's back office?

No call required. No proposal to wait for. Pick a plan, verify your store, and get started in 15 minutes.

Questions? Email — we respond same business day.