INDIVIDUAL
With the growing trend toward virtual/cloud data access and storage, we at K Liu Accounting Services Inc. have always handled security and data protection as a top priority. Our goal is to be industry leaders and ensure our clients can seamlessly share and access their financial documents safely.
Get Started with our hassle-free service experience.
Step-1
Service request form
Step-2
Information submission
Step-3
Send notification email
Step-4
We handle the rest
Security & Data Protection
Our entire process and systems are fully protected with 2FA and integrated with Trusted & True Applications as our primary client data-sharing solution.
TaxFolder is proven to be the leading Canadian Data Security in the world of cloud data management. The importance of data stored within Canada provides extra protection in meeting our Canadian Data Privacy and Protection regulations. TaxFolder also provides our clients with real-time access to important financial details anywhere & anytime through the TaxFolder Mobile Browser & Desktop Website.
Step 1: Service Engagement Request
We are happy to begin working with you! The first step in beginning your seamless tax journey is by completing the Tax Preparation Service Filing Request Form. Upon completing this form, you will receive an email invitation within 24 hours to access your designated TaxFolder account to securely upload your tax documents.
Please note: If you already have an existing TaxFolder Client Portal account, after you complete the Tax Preparation Service Filing Request Form you can log into your existing account through the TaxFolder Client Portal and begin the information submission process (Step 2).
Step 2: Information Submission
Step 2 is to upload your documents through the TaxFolder Client Portal. Your designated TaxFolder account is utilized throughout the entire tax service engagement process for important, private, and confidential information sharing between yourself and our team.
Your TaxFolder Client Portal will allow you to:
Upload tax-related
documents
Review & approve prelim tax documents
Electronically sign required documents
Access filed tax return & financial reports
Please note: TaxFolder Client Portal Accounts require a separate account for each member of your family. Please ensure to provide a different email address per account that would like to have set up.
You will also need to sign the Service Engagement Package & CRA Account Authorization. In protecting both client and K Liu Accounting Services Inc. in security, privacy, confidentiality, consent, and legal liability - a mandatory Service Engagement Package & CRA Account Authorization(s) will be sent to your TaxFolder Client Portal for mandatory signing.
The CRA Account Access Authorization will maximize your service process efficiency and accuracy. The Canada Revenue Agency account authorization provides access to tax account information, assessment-related notices, tax filing details, payment details, carry forward balances, benefit & credit information and payments, processing status, and much more. Providing K Liu Accounting Services Inc. authorization to your individual and/or business CRA accounts will allow us to verify the accuracy and completeness of information for your tax account filings and allow us to represent you in communications and requests.
Need some more info? Check out our Tax Return Preparation Process Flowchart and our Complimentary RRSP & Tax Planning Information Guide to help you along the way. We also have our Tax Deduction Resources that are helpful for families and individuals.
Step 3: Send Notification Email
Once you are finished uploading your documents, send a notification email to info@kliuaccounting.com notifying our team you have completed the upload process. We value all of our clients and ensure you will receive a response within 2 business days.
Step 4: We Handle the Rest
Our team will take care of the rest for you. We will reach out to you and be in touch about progress updates, inquiries, tax-saving tips, and planning suggestions, and finalize your service engagement.
Questions
If you have any questions or concerns, simply email or schedule a call with our professional tax accounting specialists. For your convenience, we have also compiled an FAQ page to provide you with real-time answers to some of your questions.
Resources
K Liu Accounting Services Inc. adapts Lean Principle in providing an ever-evolving enhanced streamlined workflow process for our clients. With this methodology, our services and external & internal workflow processes have been developed to create maximum process efficiency while directing the focus on maximizing tax-saving opportunities and tax planning strategies.
We have developed a toolbox of value-added resources to provide you with the fulfilling service experience that you deserve. As said….Time is Money…the time invested in the utilization of our toolbox resources will potentially save and earn you money!
STEP 1
MANDATORY
INFORMATION SUBMISSION
With the growing trend of movement to virtual/cloud data access and storage, we at K Liu Accounting Services Inc.
have always taken security and data protection as a top priority, and our goal is to always be leading the industry trends in technology and security. With this goal in mind, our entire process and system are fully protected with 2FA, and we have also taken our best foot forward and integrated Trusted & True Applications in our process as our primary client data-sharing solution.
TaxFolder has been proven to have leading Canadian Data Security in the world of cloud data management. And the importance of data stored within Canada provides extra protection in meeting our Canadian Data Privacy and Protection regulations. TaxFolder also provides clients with real-time access to important financial details anywhere & anytime, all at your fingertips through
TAXFOLDER MOBILE BROWER & DESKTOP WEBSITE!
During your service engagement process, your secure TaxFolder Client Portal will allow you to:
♦ UPLOAD your tax-related documents
♦REVIEW & APPROVE preliminary tax documents
♦SIGN required documents electronically
♦ACCESS filed tax returns & financial reports completed with
K Liu Accounting Services Inc.
For security, privacy, confidentiality, consent, and legal liability purposes. In protecting both client and K Liu Accounting Services Inc.;
a Mandatory Service Engagement Package & CRA Account Authorization(s) will be
sent to your TaxFolder Client Portal for mandatory signing.
Canada Revenue Agency account authorization provides access to tax account information, assessment-related notices, tax filing details, payment details, carry forward balances, benefit & credit information and payments, processing status, and much more.
Providing K Liu Accounting Services Inc. authorization to your individual and/or business CRA accounts will allow us to verify the accuracy and completeness of information for your tax account filings, as well it allows us to represent you in communications and requests with CRA.
CRA Account Access Authorization will maximize your service process efficiency and accuracy.
Providing you with a truly hassle-free & worry-free service experience.
***If you have any concerns with completing the required actions below, please contact us to discuss further***
***Please note, TaxFolder Client Portal Accounts requires a separate account for each member of your family, please ensure to provide a different email address per account that you would like to have setup.
Please check your inbox after submitting your Online Tax Service Request Form
for TaxFolder Client Portal email invitation (this will be setup for you within 24 hours) to gain access
to begin Tax Document Upload Process
***IF you have an EXISTING TaxFolder Client Portal account already***
after your Tax Service Request Submission, please access your existing account through TaxFolder Client Portal
to begin Tax Document Upload Process
STEP 2
With our 24 hours guaranteed response time, you will always be a VIP!!!
If you have any questions or concerns, simply email or SCHEDULE A CALL with our Professional Tax & Accounting Specialists.
For your convenience, we have also compiled a FAQ page to provide you with real-time answers to your questions.
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QUESTIONS?
STEP 3
PATH TO ENLIGHTENMENT
Now that your days of ...
dreading the word "TAX", the endless search for receipts,
the piling up of paperwork, and the mind-numbing data entry are
OVER FOR GOOD!
Why not put your feet up, RELAX & ENJOY ALL THE TIME FREEDOM
you now gained!
Let K Liu Accounting Services Inc. take care of the rest for you! And we will be in touch promptly with progress updates, inquiries,
tax-saving tips, tax planning suggestions, and to finalize your service engagement.
OPTIONAL RESOURCES
K Liu Accounting Services Inc. adapts Lean Principle in providing an ever-evolving enhanced streamlined workflow process for our clients. With this methodology, our services and external & internal workflow processes have been developed to create maximum process efficiency, while directing the focus in maximizing tax saving opportunities and tax planning strategies.
We have developed a toolbox of value-added resources to provide you with THE fulfilling service experience that you deserve.
As said... Time is Money... the time invested in the utilization of our valuable toolbox resources will potentially save and earn you money!
