With winter fast approaching and 2020 almost in the rear-view mirror (finally!), we here at Lohn Caulder are marking the changing season with a big change of our own. We are very excited to announce the launch our new cloud document platform, simply called “PORTAL”.
Over the next few weeks, we will be creating a unique and secure Portal space for every one of our clients. Be on the lookout for an email invitation coming later this week (please check your spam folder if you don’t see it). We would like each and every one of you to register as soon as possible! Setup is truly quick and painless.
Your Portal will become the primary secure way to both send and receive documents with us. When your tax material is ready to send to the accountants, just upload it to Portal and we get a notification telling us it’s there. When your financial statements and tax documents are ready, we upload them to Portal and you get the notification.
Further, each client Portal is designed to double as a library of your Lohn Caulder documents. Going forward, you will be able to easily access things like tax returns and financial statements from anywhere with an internet connection.
Further still (!), the Lohn Caulder Portal is compatible with DocuSign, the first electronic signature platform accepted by the Canada Revenue Agency. We will be able to upload documents for you to sign with your mouse, your finger, even a saved signature file. No more printing, signing, scanning, and re-emailing documents!
Of course, most of you do already send and receive digital documents by email. While we have never experienced an email hack (knock on wood), we listen very attentively to the online security experts. We want to be sure your personal information is as safe as it can be. With Portal, we are partnering with CCH Wolters Kluwer, a firm with massive amounts of experience in cyberspace security. Hopefully this helps us all sleep just a little better at night.
We have put a tremendous amount of thought into how to best serve our clients in these fast-changing times. We are confident that Portal will provide the necessary security and convenience to allow us to continue to provide you with the best possible service.
If you have any questions about the Portal you can always call us at 604-687-5444 or send an email to portal@lohncaulder.com.
