Features
Everything between “please send me your slips” and “ready to file”
AccountantPortal handles the part of tax season nobody enjoys: getting the documents in, complete and correct, and getting the forms signed.
Checklists your clients can follow
Every request is a checklist: one line per document, with a short hint underneath (“One for each employer you worked for this year”). Start from a template and adjust it for the client in a minute.
- Starter templates for personal returns (T1), self-employed, rental income, corporate year-end and monthly bookkeeping
- Federal and Quebec slips side by side: T4 and RL-1, T5 and RL-3
- Mark items optional, add your own, save your own templates
- Every item in English and French
A private link instead of a client login
Clients open a private link from your email and upload straight into the right item. Nothing to install, no password to forget.
- Works on a phone; a photo is perfectly fine
- Clients can mark an item as “doesn’t apply to me”
- Links expire; clients can ask for a fresh one by email
- Optional one-time code by email before anything is shown
Reminders that go out without you
Once a request is sent, reminders follow on a schedule: a friendly nudge, then a message from your firm, then a final notice. They stop as soon as everything is in.
- Default schedule: 3, 7 and 14 days after sending, and 2 days before the due date
- Quiet hours, so nobody gets a reminder at 11 p.m.
- Change the schedule, or turn reminders off, in your settings
- Each reminder lists only what’s still missing
Reminders by text message, too
Clients who ignore email still read their texts. Turn on SMS and each reminder also goes out as a short text with their private link, to the clients who agreed to receive them.
- Only to clients who gave consent, as Canada’s anti-spam law (CASL) requires
- Replying STOP turns texts off for that client, automatically
- Clients can also get their sign-in and signing codes by text
- Same schedule and quiet hours as your email reminders
A review inbox you clear with the keyboard
Everything clients send lands in one inbox, oldest first, with the document open beside it. Approve with A, send back with R, and the next file is already there. A file sent back carries a reason the client will read (“This is last year’s receipt”).
- Approve, send back and move on without touching the mouse
- Everyone’s queue, or only the clients assigned to you
- Upload on the client’s behalf when something arrives by mail
- Download everything as one ZIP, every file named client_year_item
One checklist, every client, one click
In February, pick your T1 checklist, tick the clients and send. Each client gets their own private request, in their language, with their own reminders.
- Filter by staff member, or hide clients who already have a request open
- Up to 500 clients at a time
- Clients without an email are listed, never silently skipped
- Send now, or save drafts to look over first
Next year’s request sends itself
Turn on “Repeat every year” and next year’s request is created from this one and sent on the date you choose. The year in the title moves forward, and anything the client said doesn’t apply to them is left out.
- On one request, or on a whole bulk send
- The due date moves forward a year too
- Your team is told when it goes out
- Change the date or stop it at any time
E-signature built in
Send the T183, Quebec’s TP-1000.TE-V, an engagement letter or any PDF for signature, from the same place you collect documents.
- One-time code by email to confirm the signer
- Explicit consent to sign electronically
- Draw or type the signature, on a phone or a computer
- Several signers, in order if you need it
- Sealed PDF with a certificate of completion and a SHA-256 fingerprint
- Anyone can check a signed PDF on the public verification page
Approved files, straight to your Drive
Connect Google Drive, OneDrive or Dropbox once. Every document you approve, and every signed envelope, is copied there, in a folder for each client.
- Main folder, then client, then request: no sorting by hand
- Files named after the checklist item, like “T4 slip - employer.pdf”
- With Google Drive, the app only sees the folders it creates
- Copy everything approved so far with one click
Your firm’s name on everything
Each firm gets its own portal address and its own colour. Clients see your firm, not ours.
- accountantportal.ca/yourfirm and portailcomptable.ca/yourfirm
- Your name and colour on the portal and in emails
- Clients choose English or French
Made for small teams
Solo preparers use Studio. Firms with staff use Team: invite colleagues, share the client list and see who’s working on what. Busy firms that never want to count clients or signatures use Unlimited.
- Invite staff by email
- Two-factor sign-in for staff
- An activity feed and a full audit trail
Free checklist
The T1 document checklist, ready to send
T4, RL-1, T5 and RL-3, RRSP receipts, medical, childcare, donations, RL-31 for Quebec renters: the slips and receipts personal returns need, with a plain-language hint for each one. It comes loaded in your account as a checklist template in English and French, alongside templates for self-employed, rental, corporate year-end and monthly bookkeeping.
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.
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