They became designated Chartered Accountants in 1989 and have owned and operated a “Bricks and Mortar” accounting practice in British Columbia, Canada.
Their practice was built on servicing individuals and small businesses for all of their tax, accounting and advisory needs.
The reality is that the model is inefficient and recognizing that your time is valuable there had to be a better way.
While we certainly can meet with clients in the traditional way, Connect Live CPAs main emphasis going forward is to utilize the current and advancing technology to Connect with clients electronically.
Whether a client is an individual or a business we provide a secure online client portal which will allow clients to share information with us without leaving home.
Clients will scan or take a picture of important documents and instantly upload them to their portal which proves Connect Live with those documents immediately. That way information can be shared without wasting hours of travel and wait time for appointments.
Clients can schedule appointments through our website as well as through email or by phone. We can meet virtually online, by smartphone or in person.
Your data is stored in Canada through Sharefile’s audited datacenters.
Your data is encrypted and is uploaded and downloaded between the end user and the storage tier directly over an Secure Socket Layer (SSL) or Transport Layer Security (TLS) encrypted segment using high grade encryption.
- If your information is already in electronic form you will simply log into your portal and click on the upload button. You will identify the file on your computer and the upload will occur.
- If your information is in paper form you can scan it using your multi function printer or scanner then upload to your portal.
- Use the Sharefile app to take a picture of your information and upload the information directly to your portal.
- Take a picture of your information and email the picture to Connect Live CPAs at Denise@ConnectLiveCPAs.com