top of page
Our Process
From Hello to Filed - In Four Steps
No chasing you for paperwork, no surprise invoices. Just a clean, end-to-end experience built around your time.
01
Tell us about yourself
Fill in our short intake form below — it takes under 3 minutes. We'll identify what applies to your situation before we ever ask for a document.
1
02
Secure document upload
We'll send you a link to our encrypted TaxFolder portal. Upload your T4s, slips, and receipts — no email attachments ever. T slips can also be automatically transmitted through myCRA.
03
We prepare & review
Your return is prepared in our tax software and reviewed for accuracy and missed deductions. You'll receive a summary if you choose before anything is filed.
04
Approve & Efile
You review, sign off digitally, and we transmit directly to CRA. You'll receive CRA's confirmation notice once accepted.
BEFORE YOU START
What to have on hand.
You don't need everything right now — just fill in the form below and we'll tell you exactly what applies to you.
Helpful to have nearby
T4 Slip(s)
From each employer this year
SIN
Social Insurance Number
Last Year's Notice of Assessment
From CRA My Account or paper mail
Receipts for Deductions
Medical, tuition, donations, RRSP, etc.
Business Income Records
If self-employed or freelancing
Banking Info
For direct deposit setup with CRA
bottom of page