We handle the switch
Changing accountants shouldn't mean chasing paperwork. You sign one letter in your secure portal, and we take care of the rest.
- Cost to you
- Free
- Your part
- Sign one release letter
- Typical timing
- About 10 business days
Ready to switch?
Start online in about 15 minutes. We'll request your files for you.
How it works
- 1. Tell us who your accountant was. When you get started, answer yes to "Switching from another accountant?" and add their name and email.
- 2. Sign the release letter. It's part of your one signing session in the portal. The request has to come from you, and we send it on your behalf.
- 3. We request your files. Your old firm gets the signed letter and a clear list of what we need.
- 4. We follow up. A polite reminder goes out after 7 business days. If records don't arrive, we rebuild from CRA data and your documents.
What we ask for
- Tax returns as filed, with all schedules and elections
- Notices of assessment and CRA correspondence
- Carryforward balances and capital cost allowance schedules
- For corporations: financial statements, trial balance, general ledger and key balances
- Any original documents you gave them
Your CRA access
When the transfer is done, we'll remind you that you can remove your old firm as a representative in your own CRA account. We never ask for your CRA password.