Expert Fiscaliste Portal

Portal

Expert Fiscaliste’s portal is designed to securely and simplify the sharing of documents between Expert Fiscaliste and our clients.  Clients can easily upload relevant documents, without the need to bring documents to our office.  No longer are clients required to schedule an appointment to sign tax returns.  Clients are now able to access the tax returns and other documents at their leisure, sign them, upload back to the Expert Fiscaliste Portal, without the need to come to our office.

We will send you a email invitation to join our portal, click the link to the login page and either register (to activate) or login (existing account). If you have any questions, please do not hesitate to Call 514-954-9031 or visit our page Contact Tax Experts 

Here are YouTube videos (English or French to help you access the Expert Fiscaliste Portal

ENGLISH: Client’s Video Guide to Expert Fiscaliste CCH iFirm Portal https://www.youtube.com/watch?v=A4CwGwDE6WA

FRENCH: Guide client de Expert Fiscaliste CCH iFirm Portail https://www.youtube.com/watch?v=WOrvA0xKlxw

File Sharing

Expert Fiscaliste Portal and File Sharing increases productivity, eliminates the need to copy and print mounds of paperwork.  It’s easier on our clients and improves your services to you our client.   Please consider these services to improve the services that you our client receive, and best of all it saves time and it a free service to all our valued clients.

If this service is good for you, sent us a email to will@expert-fiscaliste.ca   and we will send you the link to get you started. 

For more information of Expert Fiscaliste’s Portal or File sharing with us see our page http://www.expert-fiscaliste.org/expert-fiscaliste-portal-and-file-sharing/

Author: will

30+ year tax professional preparing individual tax returns for Canadians and non-residents of Canada.

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