Client Portal

Log in to your secure portal

Your personal AccFin portal is where you upload documents, review and e-sign returns and letters, message us securely, and see your invoices — all behind your own email and password login.

Our upgraded portal is launching shortly — every client will receive an activation email with their personal login. Until then, send documents via WhatsApp or email, or contact us below.

First time? Open the activation email we send you, set your password, and you're in. On your phone? Download the TaxDome Client Portal app from the App Store or Google Play and sign in with the same login.

Quick actions

What would you like to do?

Pay an invoice

Settle your AccFin invoice online — bank payment (no fee), credit card (~3% processing fee), or Interac e-Transfer to ask@accfin.ca with your invoice number.

Pay now

Book a consultation

Pick a time that suits you — our online calendar shows live availability for calls and meetings at either office.

Book a time

WhatsApp us

The fastest way to reach us for quick questions, photos of documents, or updates on your file.

Chat on WhatsApp

Email the right team

Payroll, WCB & PST — payroll@accfin.ca
General accounts — accounts@accfin.ca
Income tax & GST — tax@accfin.ca
Everything else — ask@accfin.ca

Send a secure message

Use the contact form for enquiries, or message us inside the portal once you're logged in — portal messages are the most secure channel for sensitive details.

Contact us

Free guides & checklists

Personal tax checklists, business record-keeping guides, GST/PST basics, payroll, and more — free to download and share.

Browse resources

How the portal works

Three simple steps

1. Receive your activation email

When we set up your access, an invitation arrives in your inbox. Open it and click the activation link — check your junk folder if you don't see it.

2. Create your password

Choose your own password (and optionally enable two-factor security). From then on you log in anytime with your email and password — on the web or in the mobile app.

3. Everything in one dashboard

Upload documents, e-sign returns and engagement letters, message us, track what we're waiting on from you, and view or pay invoices — only you and AccFin can see your information.

Help

Common questions

No problem — click “Forgot password” on the portal login page and a reset link is emailed to you within moments. You never need to contact us to regain access.
Check your junk or spam folder first. If it isn't there, the invitation may have gone to a different address — contact us with the email you'd like to use and we'll send a fresh invitation.
Yes. The portal uses bank-grade encryption in transit and at rest, your access is protected by your password (with optional two-factor security), and your documents are visible only to you and AccFin — never to other clients. It is far safer than sending documents as email attachments.
Upload everything you're sending us — slips, statements, receipts, agreements, photos of documents — directly in the portal, or reply to the specific document requests we send you there. Anything we've prepared for you appears in your documents area, ready to review, e-sign, or download.
No. Portal access and the mobile app are provided free of charge to all AccFin clients.
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