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The document Upload system  

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How to use the upload system

►Scan and save your documents to your computer desktop

►or save your documents as a pdf file on your desktop

Click the document upload link

This will open the upload link - Pictured Below

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1- Click Browse

This will pop-up a files-select Box on your computer to allow you to select the file-or-files you scanned and saved to your desk-top ready to send to us.

Select the file and click OPEN

The system will place the file-or-files into the ATTACH FILES box.

2- Add your email address

Include a message in the message box if you need to

Enter your Name or Business Name

3- Click the SEND ALL FILES link

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BENEFITS:

Instead of placing your business documents in a file cabinet or folder to be sent to us at a later date, simply turn on your computer, scan, save documents to your desktop and upload the available documents.

It is that easy to use our service.

Alternatively

Save any document you wish to send us as a pdf file to your desktop.

Repeat the upload process, selecting the pdf files from your desktop and select attach and the system will place the files in the attach files box.

It is that simple to use the upload system to have us provide for your bookkeeping and tax compliance management needs.

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What's available if you are using our service

At the end of each quarter after processing your business information, we will deposit the following set of financial reports in our cloud server and send you an email with the link to download the report:

A Profit/Loss Statement

► Cash Flow Report

An Operating analysis report

A copy of GST/HST return filed. (Canadian Truckers)

An Estimated Self-Employment Tax Report. (USA Truckers)

Getting Started

Click this sign up now link complete the online sign-up form and click submit. 

One of our Support Accountants will contact you to get you started and provide you with the upload access password.

 

 

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