A Live Tour of Your CPA4IT Portal : Less Chasing, More Clarity

Tired of digging through old emails to find what we asked for, or wondering if your documents actually reached us? Your CPA4IT Client Portal puts every request, deadline and document in one secure place.

Join Andrew Wall for a live walkthrough of the portal. He’ll show you exactly how it works and how it saves you time, whether you’re a new client or have been with us for years.

What you’ll learn

• How to sign in in seconds. No password to remember, just your email and a one-time code.
• How to answer document requests. See exactly what we need, grouped by tax year, and upload right against each request.
• How to send extra documents anytime. Choose what they’re for and drop them in.
• How to stay ahead of deadlines. See payment, HST and filing dates at a glance, plus where each of your files is up to.
• Where to find your year-end documents. Returns and statements filed by year, ready whenever you need them.
• How to give your bookkeeper access. Let your team help with only the sections you choose.

Who should attend

All CPA4IT clients, and anyone on your team who handles documents for your business, like a bookkeeper, office manager or business partner.

Bring your questions

Andrew will leave time to answer your questions, so come ready with anything you’d like to know about the portal.

Save your spot today. We look forward to seeing you there!