---
title: "Sending Documents and Signing, Without a Login | EverStone CPA"
url: https://www.everstonecpa.com/documents-and-signing
description: "How EverStone CPA clients send documents and sign electronically: no logins to manage, secure upload links when needed, and e-signature. See how it works."
type: service-or-info
updated: 2026-10-02
summary: "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."
faq_count: 3
publisher: EverStone CPA Inc., a Chartered Professional Accountant firm registered with CPA British Columbia and CPA Alberta
service_area: British Columbia, Alberta, Ontario and Manitoba
language: en-CA
contact: info@everstonecpa.com · https://www.everstonecpa.com/book-online
---

[Home](https://www.everstonecpa.com/) [Clients](https://www.everstonecpa.com/client-hub) documents and signatures


For clients 

# Sending documents and signing, *without a login*


Updated 2 October 2026


There is no login and nothing important behind a password you cannot reach. Here is how documents and signatures move.


[Get My Fixed Quote](https://www.everstonecpa.com/book-online)Email info@everstonecpa.com





**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](https://www.everstonecpa.com/quick-question) or [email us](https://www.everstonecpa.com/book-online) and you will have instructions the same working day.




## 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](https://www.everstonecpa.com/blog/cra-record-retention-how-long-to-keep-records) and are yours to ask for at any time. If you ever leave, you take the file with you.


[Ask how to send something](https://www.everstonecpa.com/quick-question) [Contact details](https://www.everstonecpa.com/contact-us)





Common questions

## Questions about documents and signatures




**Is there a client login?**

No. There is nothing to log in to; upload and signature links are sent when needed.



**Is email safe enough for tax documents?**

For most correspondence, yes. For documents that carry identification numbers or banking details, you will be sent a secure upload link instead of being asked to attach them.



**What if I cannot find the link I was sent?**

Ask or call, and a new one is issued the same working day. Nothing is locked behind a link you cannot reach.








## 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.


[Get My Fixed Quote](https://www.everstonecpa.com/book-online)Email info@everstonecpa.com




★★★★★


“…have been completing my bookkeeping, taxes and financials for the last 2 years and they have been amazing. Thank you!”


R. H. · Google review

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Source: https://www.everstonecpa.com/documents-and-signing
Prices: https://www.everstonecpa.com/pricing · Contact: info@everstonecpa.com · https://www.everstonecpa.com/book-online