Documents, uploads and e-signatures
Upload tax slips, statements and receipts to your client portal from a computer, or snap them with the Finvo mobile app. Your files are kept in folders by year and category, so last year is easy to find. When a return or form needs your signature, you review and sign it online.
Send documents the safe way
Upload files from your computer at portal.finvo.ca, or take a photo of a receipt with the Finvo mobile app as soon as you get it. Everything travels over a secure, encrypted connection and lands in your file, where our team can see it.
Files are kept in folders by year and category, such as tax slips or receipts, so you and we can find last year's papers without digging through email.
Sample portal view
What we usually ask you for
Your portal's to-do list shows exactly what we still need from you. These are the usual ones.
Tax slips
T4s, T5s, T4As and other slips, plus RRSP and childcare receipts, for your personal return.
Bank and card statements
Monthly statements for your business accounts, so we can match every transaction in your books.
Receipts and bills
Business expenses and the bills you pay. Snap them with the app as you go instead of saving them for year-end.
Letters from CRA
Any letter or notice from CRA. Upload it and tell us in chat, and we'll explain what it means and what comes next.
Last year's returns
If you're new to us, your previous returns and notices of assessment help us start from the right place.
Forms we ask for
For example, a copy of a signed CRA authorization form, when we've asked for one. Adding us on CRA.
Upload tax slips, ID and bank statements in the portal, not by regular email. Please don't email your SIN either. Upload here instead, and send a quick note in the portal chat so we know they've arrived.
Review and sign without printing
When a return or form is ready, it waits for you in the portal. No printing, scanning or trips to the office.
We prepare it
Our team prepares your return or form, a senior manager reviews it, and we put it in your portal for signature.
You read it first
Open it on your phone or computer and read it through. If anything looks wrong or unclear, ask us in chat before you sign.
You sign online
Sign in the portal. The signed copy is kept in your documents, and we take it from there. Some legal documents may need a different signing process; we'll tell you if so.
Documents and e-signatures, answered
How do I send you my documents?
Upload them to your client portal at portal.finvo.ca, or snap photos with the Finvo mobile app. Files travel over a secure, encrypted connection and are kept with your file. Then send a quick chat message so we know they're there.
Can I upload photos of receipts from my phone?
Yes. Take a photo of the receipt in the Finvo mobile app and it goes straight into your portal. Doing it as you go is easier than saving a box of receipts for year-end.
How are my documents organized?
Your files are kept in folders by year and category, such as tax slips or receipts, so you and our team can find past years quickly.
How do I sign my tax return?
When your return is ready, it appears in your portal for signature. Read it on your phone or computer, ask us in chat if anything is unclear, and sign online. No printing or scanning.
Who can see the documents I upload?
You and our team working on your file. We need to see what you upload to do your bookkeeping and returns.
Can I just email my documents?
Please don't email your SIN, tax slips, statements or other personal documents. Use the portal instead. If you can't get in, call (236) 300-3322 and we'll help.
Not sure what to upload? Ask our team
Send us a chat message in the portal, or call or email during office hours. We'll tell you what we need and where it goes. Not a client yet? Book a free 15-minute call by video or phone.
Which office?
Book a free 15-minute call15-minute calls every weekday at 10 am and 2 pm Pacific (11 am and 3 pm Mountain), except holidays.
Typical next slots, confirmed when you book:
Call (236) 300-3322Email contact@finvo.caMon–Fri, 9 am – 5 pm PT/MT5.0 on Google · 92 reviews