Why Our Online Portal will be Activated February 28th!
Our convenient, secure online client portal makes providing your tax information as easy and hassle-free as possible. When you create an account and answer a few questions, we'll provide a customized Checklist of tax information we need, and you can upload or drag & drop the documents into your "digital shoebox" at your convenience.
Our portal will be activated on February 28th - why not until then, you ask? Two reasons:
1) Canada Revenue Agency (CRA) won't begin accepting tax returns by e-file until close to the end of February. So, even if we had all your info, we aren't able to transmit completed returns until they flip the switch on their end.
2) Every entity which has to file tax slips (employers, financial institutions, government, etc.) has until February 28th to send and submit their slips. So, we normally don't begin to file returns until early March, to make sure that we have all of the information. That helps to ensure that the returns we prepare for our clients are accurate and complete, and avoids problems or complications with CRA due to information missing from the return.
So, while we are eager to help make your #lifelesstaxing as soon as possible, we'll begin accepting client information on February 28th. In the meantime, feel free to hit us up with any questions at email@example.com, or click on the announcement bar at the top of the website to sign up to be notified when we're live!