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Client portal

Client portal: everything in one secure place

The Finvo client portal is the secure place to work with our team. Message us, upload documents and receipts, sign returns and forms online, and see and pay your Finvo invoices. Use it on a computer at portal.finvo.ca or on your phone with the Finvo mobile app. Accounts are set up by our team.

Log in to the client portal (opens in a new tab)Getting started
Secure, encrypted connectionWeb and mobile appSet up by our team
What's inside

One place for your file

No more email chains or lost attachments. Everything we need from you, and everything we send back, sits in one secure place you can open from your phone or computer.

  • ChatMessage the team that knows your file.
  • DocumentsSnap receipts or upload statements and slips.
  • E-signaturesReview and sign returns and forms online.
  • InvoicesSee and pay your Finvo invoices.
  • To-do listsSee what we still need from you.
  • RemindersNotifications for portal activity and reminders we add to your file.
Portal guides

How each part works

Short guides to the parts of the portal you'll use most.

Secure chat and email

Ask questions and answer ours in the portal chat. When to use chat, email or the phone, and how soon we reply.

About chat and email

Documents, uploads and e-signatures

What to upload, how files are kept by year and category, and how to review and sign a return online.

About documents

Invoices, bills and payments

Where your Finvo invoices are, how to pay online, and where your own business bills go for your bookkeeping.

About invoices

Getting started and the mobile app

Your invitation email, creating a password, logging in on the web or the app, and who to call if you get stuck.

Getting started
Keeping it private

Why we ask you to use the portal, not email

Tax work means sharing personal information: your SIN, slips, bank statements and letters from CRA. Ordinary email isn't the place for that. The portal keeps it in one secure place, linked to your file.

Log in to the portal (opens in a new tab)Add us on CRA

How the portal protects your information

Secure connection
Files and messages travel between you and the portal over a secure, encrypted connection.
Your own login
Accounts are set up by our team, and you sign in with your own email address and password.
Who can see your files
Our team working on your file can see what you upload and send, so we can do the work.
Please don't email your SIN
Send your SIN, slips and statements through the portal, not by email or the website's contact form.
Questions

The client portal, answered

What is the Finvo client portal?

It's the secure place where you and our team share your work. You can message us, upload documents and receipts, sign returns and forms online, see and pay your Finvo invoices, and check what we still need from you. It works in a web browser at portal.finvo.ca and in the Finvo mobile app.

Who can use the portal?

Finvo clients. For security, accounts are set up by our team, and we send you an invitation when you start working with us. Not a client yet? Book a free 15-minute call and we'll talk about what you need.

Is there a mobile app?

Yes. The Finvo mobile app lets you snap receipts, chat with us and sign documents from your phone, and it can notify you when there's something new. You can also use the portal in any web browser, on a phone, tablet or computer, at portal.finvo.ca.

Is the portal secure?

Files and messages travel over a secure, encrypted connection, and you sign in with your own login. That's why we ask you to send your SIN, tax slips and statements through the portal rather than by email.

Can I still email or call you?

Yes. Email contact@finvo.ca or call (236) 300-3322, Monday to Friday, 9 am to 5 pm PT/MT. Email is fine for general questions; for anything with personal details, like your SIN or slips, please use the portal.

What if I can't log in?

Call (236) 300-3322 or email contact@finvo.ca during office hours and our team will help you get back in. The getting started guide covers the invitation email and creating your password.

Need a hand?

Questions about the portal? Ask our team

Call or email us and we'll help you log in, find a document or sort out an invoice. Not a client yet? Book a free 15-minute call by video or phone. We work in English, Punjabi and Hindi.

Which office?

Book a free 15-minute call

15-minute calls every weekday at 10 am and 2 pm Pacific (11 am and 3 pm Mountain), except holidays.

Free 15-minute callVideo or phoneIn person in Surrey, Edmonton and Courtenay

Call (236) 300-3322Email contact@finvo.caMon–Fri, 9 am – 5 pm PT/MT5.0 on Google · 92 reviews