Onboarding Questionnaire

Name *

First

Last

Business Name *

Were you previously working with an accountant? *

Name of prior accountant *

Email of prior accountant *

Are you currently working with a lawyer?

Name of lawyer you are working with *

Email of lawyer you are working with *

9 digit Business Number

Please upload any recent CRA Notice you might have.

Click or drag files to this area to upload. You can upload up to 2 files.

Please check off the documents that are applicable to you and upload *

Articles of incorporation
Corporate bylaws
Details of any corporate reorganization
Shareholder buy/sell agreements
Partnership agreement
Information on changes in directors including name, address and date appointed or resigned

Entity Documents

Additional documents required *

Upload the documents that you have indicated above.

Click or drag files to this area to upload. You can upload up to 50 files.

GDPR Agreement *

I consent to having this website store my submitted information so they can respond to my inquiry.