Ask about becoming a client or request help with your existing client access.
01 / NEW CLIENTS
Book a consultation.
Tell us which service you need and when you would like to speak. Your request goes to our team by email. We will reply to confirm the next step; sending a request does not reserve an appointment.
Need an invitation, an access link or help finding your workspace? Contact us using your usual email address. We will verify your identity before sharing client-specific information.
Use your assigned account in the Personal Tax workspace for client information and documents once collection is available. Do not send tax records, SINs, banking details or passwords in a general enquiry.
What do these short forms mean?
Tap an underlined short form on the page, or choose a term below. You can close its explanation and continue where you left off.