How do I access your portal?

1. Access the portal through this link.

2. Access the portal through a link in an email sent to you.

How do I navigate your portal?

1. View this short video for a walkthrough of how to navigate the portal.

Submitting documents

1. You can still submit paper/hard copies of your slips and receipts.

2. Please do NOT upload Image files of your documents - PDF is preferred.

3. Please do NOT submit tax slips obtained through the CRA website. Slips provided by employers, financial institutions, etc. are preferred.

4. Upload your slips/documents by clicking on Files on the left navigation bar, then clicking on the TO RHEAD CPA folder. If you have more than one Entity, be sure to select the correct Entity in the top left corner.