CLIENT SELF-SERVICE PORTAL
A unified environment for client self-service | Upload files | Client on-boarding | other requests
ONBOARDING Documents
INSTRUCTIONS ON HOW TO GRANT CRA AUTHORIZATION
tools and templates
payroll hours reporting
Please use this form to submit your Employee Hours and other Payroll Amounts for processing starting next payroll period.
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We need your complete payroll information at least 24 hours prior to your payroll payment date.
All hours should be reported in the following format HH:mm for example 35 hours and 42 minutes is reported as 35:42
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For salaried employees, please make sure to include the number of regular hours worked during the pay period.
Common Questions
Everything you need to know about using our self-service portal tools and managing your account efficiently.
How do I upload multiple documents?
You can upload multiple files simultaneously by dragging and dropping them into the secure upload zone. We prefere PDF format but JPEGs, and most standard document formats are also supported.
how do i order copies of documents for several years?
Choose your type of document and add to the quantity ordered to correspond to the number of years required. For example, if you require copies of your and your spouse tax returns for the last two years, then you choose four as your quantity.
Are the payments made through the portal secure?
Absolutely. Portal Link uses bank-level SSL encryption for all invoice payments. We partner with industry-leading processors to ensure your financial data is never stored on our local servers.
what if i am not able to upload my documents?
If for any reason, you are not able to upload your documents, please contact us and we will assist you in arranging alternative solutions.