Client Portal
Every client has a private folder holding the work we have completed for them. Returns, statements and filings stay there for as long as you need them, so nobody is searching an old email thread for last year's return.
Already a client? Sign in with the Google account we shared your folder with. No folder yet — request one below.
What lives in your folder
Everything we finish is filed here, organised by year, so the document you want is where you would expect it to be.
- Filed corporate and personal returns, with CRA confirmations
- Financial statements and month-end reports
- Tax provision files and auditor correspondence
- Payroll records, T4s and ROEs
- GST/HST and sales tax filings
- Signed engagement letters
Sending us documents
Documents travel the other way. When we need something from you we email a secure request link, with no account to create and nothing to install.
- Each request lists exactly what we need and ticks off what has arrived
- Upload from a phone, a laptop or a scanner
- The link stays open for 30 days and we can send a fresh one any time
- Email works too if that is easier — write to info@weijiangcpa.com
Security and access
Your folder is shared with you and nobody else, and it is read only — nothing in it can be changed or removed by accident. Access ends the day you ask, and you keep your own copy of everything in it.
Request access
Folders are set up by us rather than opened automatically, so tell us who you are and we will have yours ready — usually the same business day. There is nothing to install and no password to create with us.
We reply to every request. If you have not heard from us by the next business day, call (613) 851-0335.
Wei Jiang, CPA