If you would like to be set up with a corporate client portal, please fill out the set up form below and submit. Once set up, we will contact you by email with your user name(s), password(s) and instructions for logging in and uploading files. Some automatic replies may go to a Spam or Junk folder in your email. Establishing us as a "safe sender" can help avoid missing any emails.
Your email address will also serve as your username(s) for log in purposes.
Please contact admin processing at our office at email@example.com or at 780-875-9293 if you require any additional information or assistance in completing your set up form.
Please provide first and last names of ALL shareholders and users to be set up:
Other users to access Portal:
Restrictions and/or special notes, e.g. "John Doe, Bookkeeper – only access main drop box not personal folders."
What is one plus seven? Enter numerically:
NOTE: If you require any changes to your user access profile, it is your responsibility to notify our office immediately.
By submitting, you are authorizing your electronic signature.
780.875.9293 | firstname.lastname@example.org | P.O. Box 11706, 5012 46 Street, Lloydminster, AB T9V 3C1
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