At Adams MacFarlane Chartered Accountants we have the ability to exchange documents and files with our clients through our secure internet portal.
Remember that the portal is for your convenience. If you would prefer to drop files off at the office or if you would rather that we print out your financial statements or tax returns for you to come in and sign, those options are always available to you. We would love to see you!
However, modern technology has made it so that we can do everything electronically. You may upload your accounting or tax information into the portal. Once we have completed our work you will receive an e-mail telling you that we have uploaded your completed documents. You can save them to your computer or print them out. They will always be available again in your portal any time you log in.
If you don’t yet have portal access and would like to upload something, please call the office or e-mail firstname.lastname@example.org and we’d be happy to set you up.
We have created a number of videos that will help you use the portal. If you are having trouble please try watching one of the videos or call the office for help.
This first video will walk you through logging into the portal for the first time.
This video will help you transfer documents and files from your computer into the portal for us to use.
This video will walk you through downloading files and documents that we have placed on the portal for you. It covers what to do for both corporate year-ends and personal tax returns.
This video will show you how to create a Sage 50 backup file so that you can send it to us.
This video will show you how to create a Quickbooks backup so that you can send it to us.