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Introducing Client Portal

May 13

2 min read

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We are pleased to introduce our new secure Client Portal, designed to make exchanging documents with our office easier, safer, and more efficient, all while keeping your data 100% within Canada.


Your privacy and data security are our top priorities. Our client portal is hosted by Wolters Kluwer CCH iFirm, with data stored securely on Canadian servers, with multiple levels of encryption to safeguard your information. This ensures your financial data stays protected and compliant with Canadian privacy laws.


Easy to Use

Getting started is simple. Once we send you an invitation, setting up your portal is quick and user-friendly.📽️ Check out the video below that walks you through the setup process:


Haven’t received your invitation yet? Contact our office and we’ll be happy to assist.


📄 Cloud-Based Document Storage

No more searching through emails or paper files. With the Client Portal, you can:

  • Securely access your completed tax returns and financial statements

  • Retrieve documents from prior years at any time

  • Enjoy the convenience of built-in cloud backup



🔒 Secure File Transfer

Need to send us your tax slips or year-end documents? You can now upload source documents directly through the portal, avoiding delays and eliminating the need to mail or drop off physical copies.



🤝 Flexible to Your Preferences

We understand that digital isn’t for everyone. If you prefer paper copies of your documents or would rather submit your information physically, simply let us know when providing your documents. We are happy to accommodate your preferred method of communication, whether electronic or traditional.


🔗 Access the Client Portal

Once you received the invitation and signed up, you can access the secure Client Portal at any time by clicking the link below:

https://jenkynssmithcpa.cchifirm.ca/3/clientportal/#/

Or by selecting the “LOGIN TO CLIENT PORTAL” button on our website’s home page:

Location of button to login to Client Portal


This blog has been prepared to provide general guidance and should not be considered specific advice. It may not address individual situations, and the information contained should not be used as a basis for action or inaction without seeking professional advice tailored to your circumstances. For personalized assistance, please contact Jenkyns Smith CPA's LLP.

May 13

2 min read

0

43

0

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CPA Manitoba
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