Finvo Client Portal
The Finvo Client Portal is a secure, Canadian-hosted document and communication hub powered by TaxDome. It includes unlimited document storage, e-signatures, CRA deadline alerts, a mobile app for iOS and Android, and secure messaging with the Finvo team.
Personal plans are $14.99 per year (billed annually, +$0.50/month for a second user). Business plans are $14.99 per month with multi-location and multi-user support. Both include a first month free. Active Finvo clients receive a discounted plan with exclusive features.
An optional Document Organization Add-On is available — $15/month for Personal, $100/month for Business, and free for active Finvo clients.