Personal Income Checklist
Home Office Expenses
Foreign Reporting Form
2022 Updates and Deadlines

Online Services: Smythe Personal Tax Hub

About our online services

Introducing the Client Portal (CCH iFirm), a secure way of uploading documents and detailed collaboration. This online service provides you with the ability to share all your personal tax documentation with Smythe from the comfort of your own home.

Visit Client Online Services

Need help with logging into your account? Contact support

Frequently Asked Questions

How do I get a registration link for the portal? 

Every personal tax client of Smythe will receive a registration link to the portal by March 4, 2022.  If you did not receive a link, check the Junk Items folder in your email and if it isn’t there, email our support team for a new link. 

I received a registration link, but it says it expired. What do I do? 

To increase security, registration links expire after 7 days. To receive a new link, contact our support team for assistance.  

I don’t have Google Authenticator on my mobile device. How can I get it installed? 

Google Authenticator is required for two-factor authentication for our online services.  If you need support on how to get started with Google Authenticator, Google has detailed instructions on their support site.   

Where do I find documents and where should I save documents that I am uploading?

We’ve tried to keep the folder structure simple for you to use. Each client has a set of folders related to documents that are being shared back and forth between yourself and your preparer, as well as a set of folders where documents that require signatures can be found.

 

See Portal Registration Guide