After logging in to your portal, you may have to select between your personal portal and your corporate portal(s). If you only have one file with us, or after you've selected from your list of personal/corporate portals, you will be directed to your "Documents" page.

Clicking on the "Home" icon will take you to our main page. You will find a link to our website, a link to send us an email, and a link to pay an invoice.

Clicking on the "Documents" icon will take you to the back to the page where you were first directed to when you logged in.

Clicking on "Unread Documents" will show you any documents that you have not yet read. The number in red indicates the number of unopened documents waiting for you to open. Once a document is clicked on, it will disappear from the page as it is no longer considered unread. Navigate to the "Documents" page and view the document in the appropriate folder.

Clicking on the initials representing your portal will give you the following options:

• Edit Contact - these fields will always be blank. You may fill this out at any time to update our office with changes in your contact information. We will receive a notification advising us of the changes and we will then update our system. This may continue to remain blank after any changes have been made.

• Edit User - this page displays information entered by our office at the time of inviting you to the portal. Please fill in the Mobile Phone field if it is blank or please update this field if your phone number has changed. This will ensure that you have the option to receive authorization codes to your phone when logging in. If you require changing your email address, please contact our office at info@tetzpowell.com or 780-442-2366. Our office administration team will be able to assist you with this.

• MFA Details - this page show you where the email address and/or phone number that the authorization codes can be sent to and a list of devices registered to your portal account.

• Language drop down menu - this gives you the option to toggle between English and French. Please note that this does not affect the contents of the documents stored in your portal.

• Logout - allows you to logout of your account completely.

Clicking on the initials representing your portal will give you the following options:

• Edit Contact - these fields will always be blank. You may fill this out at any time to update our office with changes in your contact information. We will receive a notification advising us of the changes and we will then update our system. This may continue to remain blank after any changes have been made.

• Edit User - this page displays information entered by our office at the time of inviting you to the portal. Please fill in the Mobile Phone field if it is blank or please update this field if your phone number has changed. This will ensure that you have the option to receive authorization codes to your phone when logging in. If you require changing your email address, please contact our office at info@tetzpowell.com or 780-442-2366. Our office administration team will be able to assist you with this.

• MFA Details - this page show you where the email address and/or phone number that the authorization codes can be sent to and a list of devices registered to your portal account.

The following is a brief summary of folders commonly found in the portal on the Documents page:

• Documents to be Signed - contains any unsigned digital envelopes for the current logged-in user.

• Signed Documents - contains all previously signed digital envelopes for the current logged-in user.

• 202X folders - contains documents pertaining to the tax year indicated. For example, the 2024 folder contains the tax documents for the 2024 tax year. All subscribers to the portal will be able to view documents in the portal unless restricted by our office. Generally, children are restricted from seeing the folders/returns of their parents in personal portals.

• Client Provided Records - contains all records uploaded to the portal by the client and organized by the year they pertain to. Clients may upload to this folder directly, or may find their records moved to this folder once their returns have been completed.

• T4 Information - generally this folder is empty for all personal clients. Corporate clients will find our annual communication regarding the T4/T5 filing season in February. This communication is uploaded at the beginning of January every year. All subscribers of the corporate portals are notified via email at that time.

You will find the "Upload" button on the top right of the screen when viewing the portal from a computer. For the best experience, we recommend using a computer to upload any documents. Once documents have been successfully uploaded, you will receive a notification confirming that we have received your documents. Additionally, we will receive an automatic notification letting us know that you have uploaded something to the portal.

You can create folders first to organize how you would like the documents to be viewed using the "Add folder" button. Then click into the folder you've created and click "Upload" to ensure that records are uploaded to that specific folder. You may also upload multiple items at one time.

Once records are uploaded, they cannot be deleted by the client. Please contact our office at info@tetzpowell.com or 780-442-2366. Our office administration team will be able to assist you with this.

Please enable landscape mode on your tablet or phone and then rotate your device to view the page in landscape mode.

Please contact our office at info@tetzpowell.com or 780-442-2366. Our office administration team will be able to assist you with this issue.

Please wait until the login timer has expired before making any new attempts. Due to CCH iFirm’s security protocols, our office does not have the ability to override this timer. We recommend changing your password the next time you are unable to recall your password to prevent being locked out.

Due to the secure nature of the information stored in your portal, we do not recommend leaving inactive or defunct email addresses linked to your portal. Please contact our office at info@tetzpowell.com or 780-442-2366. Our office administration team will be able to assist you with this issue.

Please contact our office at info@tetzpowell.com or 780-442-2366. Our office administration team will be able to assist you with this issue.

You may only use your social media to login if the email address used for the social media account is the same email address used for your portal login. Please log in using the normal method if this is not the case for you.

Depending on the settings on your tablet or phone for downloading documents, it is best to Google search where the documents are being saved. You may try this resource here for Android devices or here for Apple devices, otherwise you may have to look up a resource specific to your tablet or phone model.

If you've opened some documents in the portal and are no longer able to find them, it is because you were viewing them on the "Unread Documents" page, which stores the documents temporarily until they are read. Navigate to the "Documents" page and click on the year that the documents pertain to. You will be able to view the documents again under this tab.

You will find the "Upload" button on the top right of the screen when viewing the portal from a computer. For the best experience, we recommend using a computer to upload any documents. Once documents have been successfully uploaded, you will receive a notification confirming that we have received your documents. Additionally, we will receive an automatic notification letting us know that you have uploaded something to the portal.

You can create folders first to organize how you would like the documents to be viewed using the "Add folder" button. Then click into the folder you've created and click "Upload" to ensure that records are uploaded to that specific folder. You may also upload multiple items at one time.

Once records are uploaded, they cannot be deleted by the client. Please contact our office at info@tetzpowell.com or 780-442-2366. Our office administration team will be able to assist you with this.

Once records are uploaded, they cannot be deleted by the client. Please contact our office at info@tetzpowell.com or 780-442-2366. Our office administration team will be able to assist you with this issue.

Once documents have been successfully uploaded, you will receive a notification confirming that we have received your documents. Additionally, we will receive an automatic notification letting us know that you have uploaded something to the portal.

You may email us confirming that you have finished uploading everything pertaining to your return at info@tetzpowell.com but this is more at your discretion.

Our office uses DocuSign through CCH iFirm, which requires each signing party to have their own unique email address. This is something that is beyond the control of our office.

Per CCH iFirm:

"The use of the electronic signature in conjunction with government documents is governed by the Personal Information Protection and Electronic Documents Act (PIPEDA). 

Part 2 of the PIPEDA describes the characteristics of the secure electronic signature and grants the Governor in Council the authority to make regulations prescribing technologies or processes for the purpose of the definition “secure electronic signature.” Before a technology or process can be prescribed, it must be proven that:

• the electronic signature resulting from the use by a person of the technology or process is unique to the person;

• the use of the technology or process by a person to attach the person’s electronic signature to an electronic document is under the sole control of the person;

• the technology can be used to identify the person using the electronic signature; and

• the electronic signature can be linked with an electronic document to determine whether the electronic document has been changed since the electronic signature was attached to the electronic document.

In addition, the CRA stated that the electronic signature will generally need to be provided in one of the following ways: 

• It may be provided if the taxpayer sends the information return, including the electronic signature using the electronic address most recently provided by the taxpayer to the electronic filer;

• It may be provided in person by the taxpayer, in the presence of the electronic filer (e.g., using a stylus or a finger on a tablet); or

• It may be provided through an access controlled, secured electronic location, such as a secure Web site, that is accessible to the taxpayer only because the location of the secure Web site has been made known to the taxpayer and access has been granted by the electronic filer."

Please ensure that you are using the same email address to log in to the portal as the one that received the email notification. We also recommend fully logging out of the portal before trying to click on the link in the email.

You cannot view or sign documents that were sent to another email address to sign.

You may be required to scroll through the entire document before it will let you continue to the next step.

You may view any previously signed documents under "Documents" and then clicking on "Signed Documents".