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Client Portal is our initiative to give our customers peace of mind by sending and receiving the documents using Secure Transfer. The documents are saved in our secure Cloud drive. Few of the modules are read only for the clients for them to download the documents we are uploading.

Any document you are uploading , after attaching, please click on blue tick (our blue tick works as send). If blue tick is not clicked, we wouldn’t receive the document.

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Download Tax Form

Upload filled-in Tax Form*

File(s) size limit is 20MB.

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Privacy and Confidentiality:  

Your personal information will only be used for the purpose of completing your taxes with the Canada Revenue Agency (CRA) and any related advice provided to you.


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