Sending documents and signing, without a login
Updated
There is no login and nothing important behind a password you cannot reach. Here is how documents and signatures 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.
On this page
How documents reach us
Records come in however they exist: a connected bank feed, photographed receipts, a folder of PDFs, or a scanned shoebox. Sensitive files go through a secure upload link, not email. Nothing has to be re-entered into a system you do not use.
How signatures work
Returns, engagement letters and CRA authorizations are e-signed from a link: you see the document, sign it, and keep a copy. No printing, courier or waiting.
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.
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