Unlock Efficiency with CPA PROs Secure Client Portal - Your Business at Your Fingertips͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌͏‌ ͏‌

Welcome to
CPA PROs

Your Accounting Partner

We're excited to have you working with us at CPA PROs. Embracing a fully digital approach, our team is dedicated to providing you with all accounting and consulting services.

Online Portal

How We Work

1

On-Demand 

Access

A link to our online portal, will be sent to you, granting access to your documents anytime, anywhere.

2

Direct Communication

We'll send secure messages, to request specific information such as bank statements, invoices, etc.

3

Digital Signatures & Payments

Documents requiring your signature and invoices for payment will be facilitated directly through the portal.

4

Year-Round Document Availability

Your documents are available 24/7 in our secure portal, with the option to enhance security using 2FA.

Getting Started

Please securely upload the following to the "Onboarding" folder in the portal

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Certificate of Incorporation and Corporate Access Number.

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Articles of Incorporation.

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Previous or current Tax and/or Bookkeeping Professional's contact information (if you had one).

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If any documents are missing from your previous firm, inform us, and we'll help retrieve them.

After your documents are in place, look out for additional forms sent via DocuSign for your completion. These will include CRA and Alberta Finance authorization forms, along with a formal engagement letter.