Private-company order

Keep your corporate affairs in order.

Ordiveris turns scattered corporate records, tax-year files, resolutions, ownership questions, and upcoming responsibilities into an orderly, evidence-led package—ready for your accountant or lawyer to review.

For owners who have built something worth keeping in order.

A private-company owner reviewing an organized corporate file in a quiet office
Professional readinessWalk into the room prepared.Organized evidence · visible issues · clear next steps

What disorder costs

You built something important. Its records should reflect that.

Minute books, tax files, old years, ownership records, email, and professional offices rarely tell one coherent story on their own.

Loose ends stay hidden until a deadline, transaction, or review makes them urgent.

Professional fees rise when accountants and lawyers must search for, gather, and reconstruct information before substantive review can begin.

Owners lose time tracking records instead of running the business, while carrying avoidable uncertainty about what is current, incomplete, or due next.

An orderly corporate review dossier arranged on a dark private meeting table

The private-company standard

Prepared is a position of strength.

Your accountant or lawyer should spend their time reviewing important decisions—not searching through scattered files. Ordiveris helps you arrive with the records, questions, and draft materials already in order.

  • Continuity when ownership, advisors, or circumstances change
  • Clearer decisions supported by traceable evidence
  • Less professional time lost to administrative reconstruction

How it works

From loose records to an orderly review.

Ordiveris organizes evidence and prepares the work. You and your qualified professionals retain control over confirmation, judgment, filing, signing, and final decisions.

  1. 01

    Organize

    Create one coherent record.

    Ordiveris structures the records your corporation already has and keeps each source connected to the information it supports.

  2. 02

    Review

    See what deserves attention.

    Missing records, inconsistent details, uncertainty, and upcoming responsibilities are brought forward for a person to decide.

  3. 03

    Prepare

    Walk into review prepared.

    Draft materials and professional-review packages stay traceable, clearly labelled, and subject to the right approval.

What you receive

A clearer corporate file. A better professional review.

Each item is prepared to make the owner's position clearer and the professional review more focused, with open questions and required approvals kept visible.

Illustrative Ordiveris reviewCedar & Vale Holdings Inc.
Illustrative file
Review positionOwner confirmation

Information is organized. Open questions and draft materials remain clearly visible.

Confirmed information

Corporate profile

Ontario corporation · 31 December year-end

Owner confirmed
Missing record

Director consent

Not located in the illustrative 2025 record set

Attention
Upcoming responsibility

Annual records review

Illustrative owner review date · 18 September

Upcoming
Draft material

Routine written resolution

Prepared from confirmed information

Draft · review required
Professional question

Shareholder advance classification

Supporting information assembled for review

Accountant confirmation
Illustrative corporation · not a client file or professional advice

Concrete product proof

See the review position—not another wall of files.

Confirmed information, missing evidence, upcoming responsibilities, draft materials, and professional questions remain distinct. The illustration uses a fictional corporation and contains no client or private application data.

01

A structured corporate profile

Confirmed ownership, governance, tax-year, licence, and key corporate information brought into one coherent view.

02

Missing and conflicting records

A clear list of evidence that is absent, inconsistent, or still needs an answer.

03

Upcoming responsibilities

Corporate and tax-related responsibilities organized for review, with uncertainty kept visible.

04

Questions requiring confirmation

Owner, accountant, and lawyer questions separated from information that has already been confirmed.

05

Clearly labelled draft paperwork

Routine resolutions and related materials remain visibly draft until the right person reviews and approves them.

06

A professional-review package

Cited facts, supporting evidence, decisions, and open questions arranged for an accountant or lawyer.

07

A traceable review history

A record of what was reviewed, proposed, confirmed, or changed during the controlled workflow.

Who it is for

For private companies with more at stake than a filing deadline.

Designed for established owner-managed corporations, incorporated professionals, founders, and the boutique advisors who help keep their affairs properly ordered.

01

Established owner-managed corporations

02

Incorporated professionals and private-company founders

03

Boutique accounting and legal advisors serving private clients

Trust and human control

Built around evidence, review, and human authority.

Information is proposed rather than silently accepted. Evidence stays connected, uncertainty remains visible, and nothing is autonomously signed, filed, or treated as final professional judgment.

  • Proposed information remains subject to confirmation
  • Draft documents remain visibly draft
  • Evidence stays connected to the information it supports
  • No autonomous signing, filing, or final approval
  • Professional decisions remain with owners and qualified advisors

This public website does not collect files or offer customer accounts. It uses no analytics or advertising trackers. Corporate records must not be submitted until Ordiveris has approved a secure transfer method and a written pilot scope.

Founding private pilot

Ordiveris Corporate File Review

C$1,250+ applicable taxes

One corporation and one historical year, subject to scope confirmation.

Limited to five founding pilot corporations

Included

  • Structured corporate profile
  • Corporate document inventory
  • Missing and conflicting record report
  • Upcoming corporate and tax responsibility calendar
  • Clearly labelled draft routine resolutions
  • One historical-year readiness review
  • Owner, accountant, and lawyer question lists
  • Professional-ready review package
  • Traceable activity and decision record

Excluded

  • Tax-return preparation or filing
  • GST/HST or payroll filing
  • Government submission
  • Legal, accounting, tax, regulatory, or FINTRAC advice
  • Corporate reorganizations
  • Estate freezes
  • Final share transactions
  • Signed or legally approved resolutions
  • Automatic financial or tax decisions
  • Additional historical years unless separately scoped

Final scope and eligibility are confirmed before payment or records are accepted. Additional years or complex matters may require separate professional work and pricing.

How participation begins

A controlled path to a reviewed package.

A pilot enquiry does not create a client, professional, advisory, or service relationship. Payment is not requested until eligibility and a written scope are confirmed.

  1. 01

    Request pilot information

  2. 02

    Complete a discovery and eligibility review

  3. 03

    Receive and accept a written pilot scope

  4. 04

    Receive a manual invoice

  5. 05

    Receive an approved secure-transfer method

  6. 06

    Provide authorized corporate records

  1. 01

    Private introduction

    Confirm the corporation, current recordkeeping challenges, and an appropriate review scope before any materials are received.

  2. 02

    Secure record review

    Review only authorized materials within defined privacy, security, access, and retention boundaries.

  3. 03

    Owner confirmation

    Review proposed information, missing records, open questions, and clearly labelled draft outputs.

  4. 04

    Professional handoff

    Prepare an orderly package for an accountant or lawyer where professional review is appropriate.

Use the email link to request information only. It opens your email application; no account, document upload, online payment, or commitment is created through this website.

Request private pilot information