Secure client portal
Upload documents securely and keep your file organized.
Use the client portal to submit tax slips, receipts, supporting records, and business documents. If you are new, start with intake first so we can prepare your file properly.
Secure uploadClient portal accessOrganized review flow
Portal workflow
Simple, guided upload process
Complete intake, sign in, upload your documents, and we will review the file and follow up if anything else is needed.
Open portalHow the process works
A simple upload flow designed to keep documents organized and reduce delays.
Step 1
Complete intake
Tell us about your tax situation and provide the contact details we need to set up your file correctly.
Step 2
Sign in to the portal
Use your secure client portal login to access upload tools, document requests, and your account activity.
Step 3
Upload and review
Submit slips, receipts, and supporting files. We review your file and follow up if anything else is required.
Accepted files
Supported document types
The portal currently supports common file types used for tax and bookkeeping uploads.
- JPG / JPEG
- PNG
- HEIC / HEIF
- CSV
- XLSX
Guidance
Common documents to prepare
Most clients commonly upload a mix of personal and business support documents depending on their situation.
- T4, T5, T3, and other slips
- RRSP contribution slips
- Medical and donation receipts
- Tuition slips and student forms
- Income summaries and expense records
- GST HST and payroll records where applicable
Limits
Upload notes
Keeping files clear and well named helps speed up review and reduces follow up questions.
- Maximum file size is 15 MB per file
- Use clear names like T4-2025 or NOA-2024
- Upload complete versions where possible
- Use the client portal for secure delivery