Create an Online Profile 

Set Up Account: Begin by setting up your online account with a secure password. Complete the basic information and fill out the organizer questionnaire to help us understand your tax situation. 

Gather and Upload Documents 

Review Checklist: Use our tax checklist to gather all necessary documents, such as tax slips (T4, T5) and receipts (medical expenses, charitable donations). 

Upload Documents: Upload these documents to our secure, user-friendly portal. Once we receive your uploaded tax documents, we’ll review them and follow up with any necessary questions. 

Tax Preparation and Review 

Preparation: We will prepare your tax return based on the documents and information provided. 

Draft Review: You will receive a draft of your tax return for review. We will discuss any questions or concerns you might have before finalizing it with your approval. 

Pay and Submit 

Payment: Pay for our tax filing service through our secure payment system. 

Electronic Signature: Complete the electronic signature process. 

Submission: We will submit your tax return electronically to the Canada Revenue Agency (CRA) on your behalf.

Additional Details

  • Security: Our portal uses advanced encryption to ensure your personal and financial information is secure 
  • Encryption: Your data is encrypted during both transmission and storage, ensuring its safety. 
  • Two-Factor Authentication (2FA): This adds an extra layer of security by requiring a second verification method, like a code sent to your phone. 
  • Secure Passwords: Users are encouraged to create strong, unique passwords to prevent unauthorized access. 
  • Support: Our team is available to assist you at every step, from setting up your profile to submitting your return. 
  • Follow-Up: After submission, we will provide you with confirmation and be available for any follow-up questions or support 
  • If you have any specific concerns or need more details, feel free to ask! 
Book a Consult