Sending Documents Electronically to The Accounting Place

Posted Aug 5th, 2020

Sending Documents Electronically to The Accounting Place Due to the current social distancing restrictions in place by various governments and the expectation that this will not change soon, The Accounting Place has fully implemented a secure file document transfer system to allow us to send you documents and for you to send us documents – all securely and unique to your file.  If you have been using our e-courier system in the past, not that this will cease on September 1st 2020.   Please contact our office to set-up your personal secure link to begin transferring your files to us.  If you have any questions, or if these methods will not work for you, please contact our office for alternate arrangements.
How it Works
  1. The Accounting Place will, on request from you, initiate a secure file transfer link (which will be forwarded to you by e-mail) and allows you to upload documentation and files directly to secure servers and attach them to your specific file.
  2. The system will be password protected and uses Canadian based servers.
  3. The documentation will be automatically deleted from the transfer servers after 5 days and the link will terminate.  Longer time periods for automatic deactivation may apply in certain circumstances.
  4. You will be able to upload ALL your documentation at once, removing the need for multiple transmissions.
Formats

Personal Income Tax Information needs to be submitted in a PDF format.  If you received your slips and information electronically, in all likelihood it’s already a PDF format and ready to send to us.  If your information slips are paper, (not electronically received) there are two options for you to convert them to a PDF format.

  1. If you have, or have access to a scanner, the documents may be scanned to a PDF format using the scanner.  Note that this method includes medical expenses and any other type of tax information.  They will then be ready to send to us through your personal secure server link to our office.
  2. If you need to take a picture of your tax information (including medical etc.) using your cell phone, this can also be completed easily.  Depending on whether your cell phone is an Android phone of an iPhone instructions vary slightly.
Corporate, Business or Non-Personal Tax Related Documents such as Excel workbooks, Word documents etc., can also be securely transmitted using this system and multiple files can be uploaded in a single session.  However photographs or pictures are problematic and will not work well requiring the need to be converted to a PDF format.

Taxation is your single largest annual expense. We'll help you keep it at a minimum.