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.
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.
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 next business day to access your designated TaxFolder account to securely upload your tax documents.
Please note: If you have multiple family members requiring tax filing services, for security & privacy purposes, we encourage each family member to create a separate account using a different email address for each account. You can use one account for the entire family, however, you are also accepting the liability & responsibility and understand the confidential information within TaxFolder will be accessible to anyone with account login credentials.
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.
You are required to sign the Service Engagement Package & CRA Account Authorization (compulsory). 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.
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.
Your TaxFolder Client Portal will allow you to:
Review & approve preliminary tax documents
Electronically sign required documents
Access filed tax return & financial reports
Send Notification Email
Once you are finished uploading your documents, send a notification email to email@example.com notifying our team you have completed the upload process. We value all of our clients and ensure you will receive a response within 1-2 business days.
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.
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.
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!