Sending documents and signing, without a login
There is no client portal to log in to, and nothing important is ever behind a password you cannot reach. This page says how documents and signatures actually move.
Quick answer: EverStone does not run a client portal. Documents travel by secure link or email as arranged with your accountant, signatures are collected electronically, and filings go to the CRA directly. If you need to send something and are not sure how, ask or email us and you will have instructions the same working day.
How documents reach us
Records come in however they already exist: a bank feed connected once, photographed receipts, a folder of PDFs, or a shoebox scanned in one sitting. When a file is sensitive, you will be sent a secure upload link rather than asked to attach it to an email. Nothing has to be re-entered into a system you do not use.
How signatures work
Returns, engagement letters and CRA authorizations are signed electronically from a link sent to you. You see the document, sign it, and keep a copy. No printing, no courier, no waiting on a signature page.
Where your records live
Your documents are kept for the six years CRA expects and are yours to ask for at any time. If you ever leave, you take the file with you.
Questions about documents and signatures
Is there a client login?+
Is email safe enough for tax documents?+
What if I cannot find the link I was sent?+
Not a client yet?
This is what working with us looks like day to day. If it suits how you would like to work, the first conversation is free.
“…have been completing my bookkeeping, taxes and financials for the last 2 years and they have been amazing. Thank you!”
