Personal tax clients
Personal portal
Upload your slips and receipts for your personal tax return, answer our questions, then review and sign your completed return.
Secure service: Intuit Link
Access personal portalClient portal
Secure access to your tax and accounting documents.
Choose the portal that matches your file. Both are secure, invitation-only services built for accounting firms. Your documents never pass through this website.
Business and corporate clients
Business portal
Exchange financial statements, payroll, sales tax and year-end files securely, including large files and several companies under one access.
Secure service: Intuit Link
Access business portalOpens in a new tab. Sign in with the email address where you received our invitation.
How it works
1
We invite you
Once we agree to work together, you receive an invitation by email from our office.
2
You sign in securely
Create your access with the same email address. A one-time code confirms it is you.
3
You share, we get to work
Upload documents as you find them. We let you know when your return or statements are ready to review and sign.
Your information stays protected
- Your documents never pass through or stay on this website.
- Access is by invitation only, confirmed with a one-time code.
- We will never ask for your SIN or tax documents by regular email.
- Your file is shared only between you and our office.
Need help?
Not a client yet, or no invitation?
Request access and we will send you an invitation.
The portal says I need to be invited
Sign in with the exact email address where you received our invitation, or ask us to resend it.
Forgot your password?
Use the forgotten user ID or password option on the sign-in page.