Skip to Content
Client portal

Documents, questions and signatures
in one place.

Your MuiaBP portal is where you send us documents, answer requests, sign your engagement letter and pay invoices, instead of a chain of email attachments. Creating an account is free and takes three steps.

Create your accountAlready a client? Log in — or call +16474930541
CostFree for clients
AccessWeb and mobile
Sign-upThree steps
What the portal is for

The work, out of your inbox.

Everything we need from you, and everything we send back, sits in one account rather than in a chain of forwarded messages.

01/

Documents

Upload statements, receipts and year-end files, and download what we prepare. Filed by year and by folder rather than by who last replied to the thread.

02/

Requests and organizers

Structured forms instead of a list of questions buried in an email. You can save partway through and come back to it.

03/

Messages

A thread per topic with the people actually on your file, so a payroll question does not end up under a tax subject line.

04/

Proposals, signatures and invoices

Scope and fee in writing, signed electronically, and invoices paid in the same place.

After you sign up

What happens next.

The same sequence for every new engagement, so you know what is coming before you start.

STEP 01

Create your account

Your email, name and phone number, a verification code sent to that email, and a password. You are asked whether you are signing up as a business or as an individual.

STEP 02

Client application

A short application form appears in your portal. It covers what you run today and what you need, so the first conversation starts from facts rather than from scratch.

STEP 03

Discovery call

We read the application and arrange a fifteen-minute call to confirm the scope and answer your questions.

STEP 04

Proposal and engagement letter

Scope, calendar and fee in writing. You sign it in the portal, and only then does the work begin.

Worth knowing

Before you create an account.

Three things people reasonably want answered first.

01

It commits you to nothing

Creating a portal account is not an engagement. Nothing is charged until a written proposal and engagement letter have been signed.

02

Who we work with

Incorporated Canadian businesses, together with the owners' personal returns where we handle them. If you are not sure whether your situation fits, book the consultation instead.

03

When you will hear from us

We will come back to you by the next business day.

Rather talk first?

Fifteen minutes on what you run today and where it is costing you. No obligation, and no account needed.