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Corporate tax document packages • Personal tax organizers • CRA appeal support • Payroll record support • Bookkeeping cleanup • Bank reconciliation • Sales-tax schedules • Excel and CSV cleanup • Monthly close support • Secure intake available Corporate tax document packages • Personal tax organizers • CRA appeal support • Payroll record support • Bookkeeping cleanup • Bank reconciliation • Sales-tax schedules • Excel and CSV cleanup • Monthly close support • Secure intake available
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Current progress

Request received

We review your intake details and confirm the type of support needed.

Request received
Request numberAssigned after review
Account emailUse the email from your request
SubmittedAfter intake
1

Request received

Your intake has been submitted and is ready for review.

2

Scope review

The request is checked for service type, timeline, and next steps.

3

Quote & timeline

You receive the quote, expected timing, and service instructions.

4

Secure upload

Upload instructions are provided for files that need protected handling.

5

Work in progress

Your records are being organized, cleaned, summarized, or prepared.

6

Ready for delivery

Your completed package is ready for handoff or final delivery.

Next step

Watch for scope review

After intake, the request is checked for service type, timeline, missing details, and secure upload needs.

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Secure files

Upload instructions come after review

Do not send sensitive records through public forms. Upload instructions are provided when the scope is confirmed.

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