Help Centre

Make changes directly inside GoVeyance without downloading files or switching between tools. Faster edits, fewer steps, and a smoother workflow from start to finish.

Access, organize, and manage your documents wherever work happens. GoBox keeps your workflow moving without paper, clogged computers, or disconnected storage.

This is an industry first. We’ve incorporated the Private Lender workflow into GoVeyance from Funds In to Funds Out, making what was impossible now possible, saving you 30 to 60 minutes per file.

Enter fractional interest amounts once, and the numerator automatically maps to the Debit/Credit Tab, Order to Pay, Trust Reconciliation, and webfiling Form B mortgage. One entry, two tasks.

Add investor funds (including debits and credits) that flow into the Debit/Credit Tab, Order to Pay, and Trust Reconciliation, with dedicated Lender Investor and Payout Investors tabs for clear validation.

Drag & drop reordering, inline editing for fees and disbursements, automatic calculations, and collapsible sections—less scrolling, fewer clicks, better validation.

Upload CPS documents and let GoVeyance scan, extract, and organize data automatically for fewer errors and cleaner files.

Admins can now deactivate firm users directly—keeping access clean, controlled, and up to date.

Use the new collapsible “shutters” in the Accounts tab to focus only on what you need, when you need it.

Update fees and disbursements directly in the Accounts tab with inline editing—less clicking, faster work.

Reorder fees and disbursements directly inside the Accounts tab—no workarounds needed.

Use Canada Post Address Complete to confirm client addresses in seconds — more accuracy, fewer manual edits.