Getting started: log in, mobile app, help
Our team sets up your client portal account once you become a client. You get an email invitation, create your password and log in at portal.finvo.ca or in the Finvo mobile app. If anything doesn't work, call (236) 300-3322 or email contact@finvo.ca, Monday to Friday, 9 am to 5 pm PT/MT.
From invitation to your first upload
It takes a few minutes, and you can call us at any point if you get stuck.
We set up your account
Once you become a client, our team creates your portal account. For security, accounts are set up by our team.
Open your invitation email
You get an email invitation to your portal. If it hasn't arrived, check your junk or spam folder, then call or email us.
Create your password
Follow the link in the invitation to create your password. Choose one you don't use anywhere else.
Log in on the web or the app
Log in at portal.finvo.ca (opens in a new tab) in any browser, or install the Finvo mobile app on your phone.
Add us on CRA
Authorize Finvo as your representative with CRA, so we can see your accounts and talk to CRA with you. You stay in control and can remove our access at any time. See the CRA authorization guide.
Upload what we ask for
Your to-do list shows what we need, such as last year's return and slips. How uploads work.
Your portal on your phone
The Finvo mobile app gives you the same portal on your phone, with the same login. It's handy for the small jobs that are easy to put off.
- Snap receipts as you get them
- Chat with our team
- Review and sign documents
- Get notifications for portal activity and reminders we add to your file
Look for the Finvo app in your phone's app store, or open portal.finvo.ca in your phone's browser. If you can't find the app for your phone, call us and we'll point you to the right place.
Sample portal view
Stuck? Talk to a person
Our team helps with logging in, the app and finding things in your portal. We work in English, Punjabi and Hindi.
Call us
Monday to Friday, 9 am to 5 pm Pacific time in BC and Mountain time in Alberta.
(236) 300-3322Email us
Tell us what you see on screen. Please don't include your SIN or other personal details.
contact@finvo.caContact page
Office addresses, hours and a form for general questions, or book a call with our team.
Contact usWe'll never ask for your portal password. If you've forgotten it, call or email us and we'll help you get back in.
Getting started, answered
How do I get a portal account?
Our team sets up your account once you become a client, and you get an email invitation. For security, accounts are set up by us. Not a client yet? Book a free 15-minute call.
I didn't get the invitation email. What now?
Check your junk or spam folder first. If it isn't there, call (236) 300-3322 or email contact@finvo.ca and we'll check the email address we have for you and send it again.
Where do I log in?
At portal.finvo.ca in any web browser, on a computer, tablet or phone, or in the Finvo mobile app. You use the same login for both.
Do I need the mobile app?
No. Everything works in a web browser at portal.finvo.ca. The app is handy for snapping receipts and getting notifications, but it's optional.
I forgot my password or can't log in.
Call (236) 300-3322 or email contact@finvo.ca during office hours, Monday to Friday, 9 am to 5 pm PT/MT, and our team will help you get back in. We'll never ask you for your password.
What should I do after I log in?
Add Finvo as your representative on CRA, using our step-by-step guide, then upload what your to-do list asks for, such as last year's return and slips.
Can't get in? We'll help
Call or email us during office hours, Monday to Friday, 9 am to 5 pm PT/MT. We work in English, Punjabi and Hindi. 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