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Client Portal

You really don't know who reads regular email...

Clients trust professionals to safeguard their sensitive information. Using e-mail is just like sending a postcard. Sensitive information such as SIN#’s, birthdates and financial information can easily be intercepted and cause serious harm such as identity theft and ruin your reputation and the association that you belong to.

So who is reading your e-mail? The fact is you just don't know and with all the news lately about customer information being exposed through massive corporate data breaches the Canadian Privacy Commissioner is pushing for hefty fines and tougher legislation. People across Canada, including your clients, are demanding that steps are taken to protect their personal information.

That is why we use a secure client portal to transfer your sensitive financial information.

Sign in to our secure e-Courier portal here:

Portal Login

If you do not have a login, please contact  us here  and we will set you up

pdfSetting up & Using E-Courier Client Portal