Enjoy secure convenient access to all of your confidential documents
Our client portal is a secure online storage tool provided to our clients to allow access to their personal files.
Through the portal we can forward accounting data, PDFs, tax returns and sensitive documents to our clients securely, or just place the documents within the portal so they can access them whenever they wish. Through the portal, our clients can also securely upload their data to us (accounting data, PDFs, tax information or any other information for which security is an issue) and know that we’ll be the only ones able to see it. All data uploaded is guaranteed to stay inside Canada on a server and will never be transmitted via email.