How To Use The New Client Portal
We’ve made some changes that will allow for easy and secure document sharing from you to VR and VR to you!
The new VR Client Portal will allow you to upload corporate and personal documents. It will also allow VR to send your Draft and Final tax returns, financial statements etc. And the best part? It’s even easier to sign and return your approval documents. A few clicks and it’s done!
HOW DO I START USING THE PORTAL?
In the next few days, you will receive an email prompting you to register for a client portal. The email will include a link where you will create a username and password. The portal will then send an authentication code (please choose the email option for the code).
HOW DO I UPLOAD FILES FOR VR?
Start by logging in to the portal. You can either bookmark/favourite the portal site link, click here, or you can always find it in the header of our website.
When you want to upload a document, simply click on “My Documents” on the left-hand side and then just click on the “Upload” button in the top right corner.
A green box will pop up allowing you to select and upload files.
HOW WILL I KNOW IF VR IS TRYING TO SHARE A FILE WITH ME?
When VR uploads a document to the portal, you will receive an email. Once you log in to the portal, go to the “Unread File” tab on the left-hand side.
The tax returns will be password protected. For corporations, the password will be your Business Number (i.e., 123456789RC0001). For personal taxes, the password will be your Social Insurance Number.
Going forward, all Draft and Final tax returns will be sent through the portal. We will still send invoices and our specific tax planning commentary to you by email.
FAQ’s
CAN I CONTINUE TO USE THE CURRENT UPLOAD SITE INSTEAD?
Unfortunately, no. Our prior secure upload option is no longer available.
DO I HAVE TO CREATE AN ACCOUNT TO USE THE PORTAL?
Yes, you will need to create an account. It’s a quick setup with the link in the email invite. Just a username and password, we promise.
CAN I STILL DROP OFF DOCUMENTS IN PERSON?
Absolutely. You are always welcome to drop off or courier your documents.
CAN I USE THE SAME LOGIN FOR BOTH MY PERSONAL AND CORPORATE TAXES?
Yes, you will be able to access both your corporate and personal documents using the same email and password.
DO I NEED TO TELL VR WHEN I HAVE SHARED DOCUMENTS ON THE PORTAL?
Not at all. VR will be notified when a document has been uploaded to the portal.
CAN I SIGN MY DOCUMENTS DIGITALLY?
Yes, with the new portal it will just be a few clicks and everything will be signed with DocuSign and automatically returned to VR!