Secure Client Portal

Access your financial documents, upload files, and track your accounting activities anytime, anywhere. We've built this with bank-level security because your financial data deserves nothing less.

256-bit Encryption

Two-Factor Auth

Cloud Backup

Client Login

Enter your credentials to access your dashboard

Email Address

Password

Remember me on this device

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Two-Factor Authentication

We take security seriously. Here's how our login process keeps your data safe:

1

Enter Your Credentials

Type in your registered email and password - the same ones you set up during onboarding.

2

Receive Verification Code

We'll send a 6-digit code to your phone via SMS or to your authenticator app (your choice).

3

Enter Code & Access

Pop in the code, and you're in! The whole thing takes about 15 seconds once you get the hang of it.

First-time login? We'll walk you through setting up your preferred 2FA method. It's pretty straightforward.

What's Inside Your Dashboard

Once you're logged in, everything you need is just a click away

Document Upload

Drag & drop your receipts, invoices, or tax docs directly into the portal. We support pretty much any file format - PDFs, images, Excel sheets, you name it.

Max file size: 50MB

Activity Feed

See what's happening with your account in real-time. When we review documents, post updates, or when deadlines are coming up - it's all right here.

Q3 taxes filed

Document pending review

New message received

Secure Messaging

No more email chains! Ask questions, share updates, or discuss strategy directly through encrypted messaging. We usually respond within a few hours during business days.

End-to-end encrypted

Document Library

All your financial statements, tax returns, and advisory reports organized and searchable. Need last year's T2 return? It's there waiting for you, anytime.

Tax Returns Statements Reports

Financial Snapshots

Quick views of your key metrics and financial health. Nothing too fancy - just the numbers that matter most for running your business day-to-day.

Cash flow status Outstanding invoices Upcoming obligations

Deadlines & Reminders

Never miss a filing deadline or payment date. We'll send you reminders well ahead of time, and you can see everything on the calendar view too.

Email & SMS notifications

Your Security is Our Priority

Bank-Level Encryption

All data transmitted through our portal uses 256-bit SSL encryption - the same standard banks use.

Redundant Backups

Your documents are backed up across multiple secure locations. If something goes wrong, we've got copies.

Compliance Certified

We meet all Canadian privacy requirements including PIPEDA and maintain SOC 2 Type II certification.

What We Do

Monitor access logs 24/7 for suspicious activity
Automatically log out inactive sessions
Require strong passwords with regular updates
Limit login attempts to prevent brute-force attacks

What You Can Do

Use a unique password (not reused from other sites)
Enable two-factor authentication on your account
Don't share your login credentials with anyone
Log out when using shared or public computers

Questions about our security practices? We're happy to chat - just give us a call or send a message.

What Clients Say About Our Portal

Real feedback from folks who use it every day

"Honestly, I was skeptical about another online portal, but this one actually makes sense. I uploaded all my Q4 receipts in about 10 minutes, and the team had everything they needed. Way better than our old email system."

MK

Michael Kim

Tech Startup Founder

"The activity feed is a game-changer. I can see exactly where we're at with our cross-border filings without having to bug anyone. Plus, the secure messaging means no more worrying about sending sensitive info over regular email."

SC

Sarah Chen

Import/Export Business Owner

"I travel a lot for work, and being able to access all my financial docs from anywhere is huge. The two-factor auth setup took like 2 minutes, and now I feel pretty confident about the security side of things."

DP

David Patel

Consulting Firm Director