Socrates Software

What if we told you there was an easier way to reconcile your bookkeeping? , Socrates takes the guesswork out of bookkeeping and ensures you’re CRA compliant.

Message From our Founder

The say “necessity is the mother of invention,” but I would amend that to say “frustration is the mother of invention.” As a sole accounting practitioner with a number of small business clients, my frustration came from sorting, organizing, and preparing the extensive amount of paper data my clients create on a near daily basis.

In an age where technology can assist our every need, we knew there had to be a better way to organize your bookkeeping. Because keeping track of your clients bills, receipts, and invoices shouldn’t take forever.


Socrates is a quicker, easier, and more accurate approach to bookkeeping.

Optical-Character Recognition (OCR) technology captures the data from your receipts and automatically recognizes HST, total amount spent, type (gas, restaurant, hotel), and the date and pre-populates columns in your journal. Integrated into your accounting software, you get a complete overview of your clients taxable deductions.


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How It Works

Organizing your receipts doesn’t need to be a painstaking process.


Quickly and easily send PDF’s to Socrates for quick and easy journaling.


Scan paper receipts into the program, with multiple receipts per page, and never have to organize them again.


Optical Character Recognition automatically pulls all the information from your receipts and PDF’s to create a spreadsheet with all your required data.

Journal Images

Never search through shoeboxes again with accurately organized journals and digital copies of your receipts.

Audit Trail

With a 100% success rate in defending against audits, Socrates’ easy-to-view audit trail keeps everything organized and easy-to-find.

Integration with current accounting software

Upload Socrates’ spreadsheets into your current accounting software to keep everything in one place.


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Plans & Pricing

Our service charges and details

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$ 495.00

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  • Bill Scott

    Our return on investment for Socrates came in one afternoon

    Tax and Accounting Partners

  • Rob Burke

    We started saving more than 90% of our time processing PDF documents once the templates were set up.

    Power Accounting

  • Catherine Olsen

    Socrates does as advertised. We now recommend the software to our business clients as it smooths the flow of information between us.

    DBD Associates

  • Jessica Marshall

    We were one of the original beta users and the software did have glitches and we suggested certain changes. Socrates was very responsive in addressing these suggestions and we are very happy with the final product.

    KMJ Partners Inc.

Contact Us

the best way to reach us

If you’re curious about how Socrates can save you and your firm time and money while ensuring that your clients stay CRA compliant, give us a call!

Want to see it in action? Drop us an email and we can arrange a free in-house demonstration and training for your staff.

Whether you’re looking for more information on Socrates, hoping to nab your copy in time for tax season, or have a media request, we want to hear from you.

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