Please compress all documents listed below into a ZIP Folder:

1. All Business Bank And Credit Card & Personal Accounts Used For Business Statements Electronically And As Pdf's

2. Any Images Of Cheques Written Or Details Of Any Etransfers Sent Or Received

3. Prior Year T2 Corporate Tax Return, T1 Personal Tax Return

Here are links to How To Videos:

1. Document Retrieval Process for Bookkeeping and Accounting

2. How to Access and Manage E-Transfers

If you need help with onboarding steps above, please reach out and book a call with our operations manager Dawn by [email protected] or calling (778) 654-6495.

"Please DON'T upload individual file, ONLY UPLOAD ZIP FOLDER"

Please use the same Name and Email as you signed up with us.