Client Document Portal
Securely share your tax documents with us — fast, simple, and private.
📤 Upload Your Documents
Click the button below to upload your tax documents (T4s, receipts, CRA letters, business records, etc.) to our secure folder. A Google account is required to upload files.
Accepted: PDF, JPG, PNG, Word, Excel · Max 100 MB per file
📥 Download Your Completed Return
Once your return is ready we will email you a secure link. You can also access it here using the personal link we provide.
How It Works
1️⃣
Upload Your Documents
T4s, receipts, invoices, CRA notices — upload everything we need to prepare your return.
2️⃣
We Prepare Your Return
We review your documents and prepare your return accurately. We will contact you if anything is missing.
3️⃣
Download Your Completed Return
We email you a secure link. Review, approve, and you are done.
🔒 Privacy Notice: Your documents are stored temporarily and deleted from the shared folder once received. Questions? Email info@taxonly.ca