Guides
Guides for small Canadian accounting firms
How to collect client documents, get the T183 signed and choose a client portal, written for solo preparers and firms of a few people.
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Client portal
Client Document Portal for Accountants
A secure client portal for small Canadian accounting firms: clients upload slips from their phone without a password, and reminders run on their own.
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E-signature
T183 E-Signature for Tax Preparers
Get the T183 and Quebec’s TP-1000.TE-V signed online: one-time code, consent, signature, sealed PDF with a certificate. Included in every plan.
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Guide
How to Collect Tax Documents From Clients
A practical method for Canadian preparers: one checklist per client, one private link and reminders on a schedule. With a free checklist template.
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Checklist
Tax Document Checklist for a T1 Return
The slips and receipts to gather for a Canadian personal tax return: T4, T5, T3, RRSP and FHSA, child care, medical, tuition, donations, Quebec RL slips.
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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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