Client Resources

Enter Meeting

Pay Fees

Pay my Fees

 

Pay using PayPal:

1. Click "Pay Fees" button at top.

2. Click "$0.00" to start entering an amount.

3. Once you enter amount on invoice, click next.

4. Login to PayPal

5. Click "Add a note" and enter invoice number

6. Ensure correct payment method.

7. Click "Send Money Now"

 

If you have any questions during this process, please contact me.

 

Other payment options are: Cheque, e-transfer, and cash.

Checklists

Use these checklists to help you gather and compile the information necessary for me to complete your personal and corporate year-end file quickly and efficiently.

 

• New Client Checklist

• Personal Tax Return Checklist

• Rental Income

• Business Income – unincorporated

• Corporate YE Checklist – with bookkeeping

• Corporate YE Checklist – no bookkeeping

 

File Transfers

This secure, password protected portal allows you to store and access your important financial documents from anywhere at anytime. I have aligned with e-Courier for sending and receiving confidential information.

 

e-Courier.ca

 

 This e-Courier portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and large data files. Client files can be accessed via this secure portal for up to seven years. The use of e-Courier is part of my continued commitment to safeguard client data and privacy. Please contact me to set-up your e-Courier account or if you have any issues logging in.

Looking to have a Virtual meeting?

Click the box to download TeamViewer Quick Join. Before using a virtual meeting, an appointment must be made, and the meeting code will be emailed to you upon approved appointment date and time.

Pam Little, CGA, CPA © 2017 All Rights Restricted

Pay my Fees

I am pleased to offer the option of paying your fees through PayPal. Simply fill in the amount of your payment (ensure you select CAD as the currency" and click on the “Make Payment” button.

 

*Note –

If you have any questions during this process, please contact me.

 

Other payment options are: Cheque, e-transfer, and cash.

File Transfers

This secure, password protected portal allows you to store and access your important financial documents from anywhere at anytime. I have aligned with e-Courier for sending and receiving confidential information.

 

e-Courier.ca

 

 This e-Courier portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and large data files. Client files can be accessed via this secure portal for up to seven years. The use of e-Courier is part of my continued commitment to safeguard client data and privacy. Please contact me to set-up your e-Courier account or if you have any issues logging in.

Checklists

Use these checklists to help you gather and compile the information necessary for me to complete your personal and corporate year-end file quickly and efficiently.

 

• New Client Checklist

• Personal Tax Return Checklist

• Rental Income

• Business Income – unincorporated

• Corporate YE Checklist – with bookkeeping

• Corporate YE Checklist – no bookkeeping

 

Client Resources