Compliance Made Easy®

For over 25 years, First Reference has helped Canadian businesses and non-profits to comply with payroll and employment law and to create and update policy manuals for HR, Finance, Accounting, IT and accessibility essential for duty of care obligations.


Policy Management

PolicyPro® provides quick and easy access to hundreds of sample policies, forms and checklists in addition to the cloud platform that automates policy creation, distribution, sign-off and reporting.

Read More


HR Compliance

The Human Resources Advisor™ offers clear, current and comprehensive HR and payroll compliance and best practice coverage, hundreds of crucial government and HR forms and much more.

Read More


Payroll Administration

PaySource® offers all the information and guidance you need as a payroll professional to understand and manage compliance with hundreds of federal and provincial regulatory requirements.

Read More


Internal Controls

Finance & Accounting offers sample policies cross-referenced to COSO and PEG. Information Technology has policies built upon ITCG and COBIT. Not-for-Profit includes policies, forms and checklists on the essential issues.

Read More

What our clients say …

Firstly, the sheer breadth of what one needs to know to run a charitable organization in Canada is overwhelming, and I speak as someone with a Law degree, so reasonably educated… 😉

Secondly, as a Church Administrator, one of my duties is to help our Board (which uses a Policy Governance model), create and implement the policies which they approve.

Enter First Reference Policy Pro where, quite frankly, Subject Matter Experts come up with draft policies that make ME look like a genius! THANK YOU, THANK YOU, THANK YOU! 🙂 and THEN, when you renew your subscription, they keep me up to date with any changes as we go. THANKS AGAIN!

Run, dont walk, to First Reference Policy Pro.

~ Carmen Gauvin-O’Donnell