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Clients

Sending us your documents

Tax and accounting records deserve more care than an ordinary email attachment. Here is how to get them to us.

A secure upload portal is on the way

We are in the process of selecting a secure file-transfer provider. Until it is live, please use one of the routes below — and do not send government identification, full account numbers or scans of cheques by ordinary email.

Call the office

We will tell you the best way to send what you have, and can arrange a drop-off at the Thornhill office.

+1 (905) 707-9929

Email us first

Tell us what you need to send before sending it, and we will reply with a secure route.

info@dynamicnumbers.ca

How we look after your records

  • We use fully cloud-based bookkeeping with high security for your data.
  • Records are retained for the full period the CRA requires — six years, and seven as best practice.
  • Your information is used only to carry out the work you have engaged us for.