AccountantPortal

About

Built for the small firms that do most of Canada’s tax returns

Solo preparers and firms of a handful of people spend a surprising part of every spring on one thing: chasing clients for documents, then chasing them again for a signature.

1–15 people per firm: who we build for

Why AccountantPortal exists

Big firms have portals, IT departments and admin staff. Small firms have email. AccountantPortal gives a one- to fifteen-person practice the same organized document collection and e-signature, without the setup, the training or the enterprise price.

Big firms

  • Client portal
  • IT department
  • Admin staff

Small firms

  • Email
  • More email
  • Even more email

Small firms, with AccountantPortal

  • Organized collection
  • Built-in e-signature
  • No setup, no training

Made for Canada, in both languages

It speaks T4 and RL-1, T183 and TP-1000.TE-V. Everything (the app, the client portal, reminders and signing) works in English and French, and clients pick their own language. That’s why there are two names: AccountantPortal in English and PortailComptable in French.

  • T4
  • RL-1
  • T5
  • RL-3
  • T183
  • TP-1000.TE-V
  • T2202
  • RL-24
  • T4A
  • RRSP

English

AccountantPortal

Français

PortailComptable

What we care about

Clients should never need a password to send a T4. Software should do the chasing, not you. And your clients’ data stays in Canada.

Who’s behind it

Built and run by Dereck Guay

AccountantPortal is an independent Canadian company, founded and operated by Dereck Guay in Alberta. He builds the product, writes the guides on this site and answers the messages you send.

Write to Dereck

Questions, ideas, or want a walkthrough?

A real person reads every message, usually the same day.

Get in touch

Try it on your next tax season.

Set up your checklists, send one to a real client and watch the reminders do the work. If it isn’t for you, you’ve lost nothing.

Start your free trial See pricing

14 days free · No credit card · Cancel anytime