Client portal (recommended)
Sign in and upload from your phone or computer. Snap a photo of a receipt or drop in PDFs. Files are private and you can see the status of each one.
Client login →Upload Docs
Send us your documents, securely.
Everest is 100% online. Upload receipts, bills, statements, payroll records, T-slips and CRA letters from your phone or computer. No paper, no drop-offs.
Connect your bank & QuickBooks
Give us accountant access to QuickBooks Online and connect your bank feeds. Most statements then arrive automatically, so you upload less.
How QuickBooks works with usForward bills by email
For supplier bills that already arrive by email, forward them to admin@everestacservices.com. Never email your SIN, banking passwords or full tax returns: use the portal for those.
Everest is a paperless practice. We don't accept paper copies or drop-offs. If you only have paper, take a clear photo with your phone and upload it.
What to send
- Every month: receipts, supplier bills, sales invoices, bank and credit card statements.
- Payroll: hours or timesheets, new-hire forms (TD1s) and any staff changes.
- Year-end: T4/T5 slips, loan and lease statements, asset purchases, vehicle logs and home-office costs.
- Anything from CRA or Saskatchewan Finance: letters, notices of assessment and review requests, as soon as they arrive.
