Client Portal and Secure File Service Terms
Last updated: November 10, 2026
These terms govern use of the TaxFit client portal (portal.taxfit.com) and the secure file service (together, the "portal"), provided by Taxfit Accounting and Consulting Ltd., operating as TaxFit Chartered Professional Accountant ("TaxFit," "we," "us," or "our"). You are asked to accept these terms when you first sign in, and the version you accepted is recorded.
1. Relationship to your engagement agreement
The portal is a tool for exchanging documents, information, and signatures in connection with your engagement.
These website and portal terms supplement, and do not amend or replace, your signed engagement agreement. If there is a conflict, the engagement agreement prevails, subject to applicable law. Nothing in these terms limits your statutory rights or TaxFit's professional obligations.
2. Accounts and authorized users
Each person who uses the portal has their own account. Please do not share your sign-in or let others use your account.
- Businesses: the client tells us who is authorized to act for the business. Each authorized person receives their own account with access only to what they need. We may verify a person's authority before giving access.
- Families: information about an adult family member is shared with another family member only with that adult's permission.
- Changes: tell us promptly when someone's authority should change or end. We will remove access once we confirm the change.
3. Signing in and security
Access to the portal uses secure sign-in, such as a one-time sign-in link sent to your registered email address. Because sign-in can depend on your email account, please keep your email account secure, including with a strong password and multi-factor authentication where your email provider offers it.
Please tell us right away at helpdesk@taxfit.com or 604.245.0063 if you suspect someone else has accessed your account or your email.
If we suspect unauthorized access or misuse, we may suspend an account immediately to protect information. We will contact you to restore access safely.
4. Sending and receiving documents
Upload documents only through the portal or the secure file service, not by ordinary email. Please make sure files are complete, readable, and relevant to your engagement, and that you are entitled to share them.
Receiving a file does not by itself mean TaxFit has reviewed it or accepted new work or a new deadline. Work and deadlines are set by your engagement agreement. For new or urgent work, please contact us directly and wait for our confirmation.
If you upload a file in error, tell us promptly and we will remove it from the portal where we are able to.
5. Electronic signatures
By choosing to sign electronically, you agree to sign and receive the relevant documents electronically. You can ask to sign on paper instead.
When you sign electronically, we record information that links your signature to the final document, such as the document version, sign-in events, and the date and time of signing. You can download a copy of each signed document.
We use electronic signatures only for documents we identify as suitable. Some documents, such as wills, certain powers of attorney, and land-title instruments, have special signing, witnessing, or original-document requirements and are handled separately.
Canada Revenue Agency forms
For forms the Canada Revenue Agency accepts with electronic signatures, such as T183 and T183CORP, we follow the Canada Revenue Agency's requirements, including verifying your identity, recording the date and time of signing, and keeping the signed form for at least six years after the return is filed. If a return changes after you sign in a way that the Canada Revenue Agency says requires a new authorization, we will ask you to sign again.
Other Canada Revenue Agency authorization forms are signed by the method the Canada Revenue Agency accepts for that form.
6. Storage, access when an engagement ends, and records
The portal is a document-exchange tool, not a permanent archive. Please download and keep your own copies of important records.
When an engagement ends, we will give you at least 60 days' notice, during which you can download your documents, before your portal access closes. If access must be suspended immediately for security reasons, we will arrange another safe way for you to obtain your documents.
Closing portal access does not end TaxFit's own record retention. We keep engagement records, including signed forms, as described in our Privacy Policy and as required by law and professional standards. After portal access closes, you can still request copies of your records or your personal information.
7. Working papers and client records
TaxFit's working papers belong to TaxFit. This does not limit your rights to access your personal information under privacy law, or TaxFit's obligations to provide client records under applicable professional requirements.
8. Service providers
The portal relies on service providers for hosting, storage, electronic signatures, and email. Their involvement does not reduce TaxFit's responsibilities to you. Our Privacy Policy explains how we choose and oversee service providers and where information may be processed.
9. Availability
We aim to keep the portal available and secure, but it may occasionally be unavailable for maintenance or reasons outside our control. If the portal is unavailable when you need to meet a deadline, please contact us so we can arrange another secure method.
10. Responsibility
Each party is responsible for its own part in keeping information secure. You are responsible for the security of your own devices, email account, and sign-in, and for information you choose to share with others. TaxFit is responsible for operating the portal with reasonable safeguards and for choosing and overseeing its service providers.
To the extent permitted by law, TaxFit is not liable for loss caused by a compromise of your own devices or email account that TaxFit did not cause or contribute to. Nothing in these terms limits liability that cannot be limited by law or changes the liability terms of your engagement agreement.
11. Accessibility
If you have difficulty using the portal, please contact us. We will work with you to arrange an accessible way to send, receive, or sign documents. See our Accessibility Statement.
12. Changes to these terms
We may update these terms. We will tell you about material changes before they take effect, and ask you to accept them in the portal where required. Changes apply only from the date they take effect.
13. Contact
Portal support and security: helpdesk@taxfit.com · 604.245.0063
Privacy questions: privacy@taxfit.com