One place for bookkeeping questions, documents and financial reports.
The Portal gives you one place to answer bookkeeping questions, send documents and find finished financial reports instead of chasing everything through email.
Questions and financials stay connected to your books.
Month-end gets stuck when communication gets scattered.
A single missing receipt or unidentified deposit can hold up reconciliation. The Portal lets us ask the question in context, lets you answer it once, and keeps the response with the bookkeeping request.
One familiar ITC Accounting portal
Sign in at clients.itcaccounting.ca and work with ITC through one client space for questions, documents and reports.
A simpler relationship with the bookkeeping team.
Answer questions
Respond to transaction and non-transaction requests.
Upload files
Send receipts, statements and supporting documents securely.
Review financials
Access published financial statements and management reports.
Track what is outstanding
See what the bookkeeping team still needs from you.
Receive recurring requests
Monthly or repeating information can appear on a predictable schedule.
Get reminders
Outstanding items can be followed up without manual email chasing.
Ask your own questions
Keep client-to-bookkeeper questions alongside the bookkeeping requests they relate to.
Use simple sign-in
Secure sign-in options reduce the friction of getting back into the portal.
The Portal does not replace the relationship.
It organizes the routine questions and files so video calls, email and advisory conversations can focus on the things that actually need a person.
How we workAbout the Portal.
What is the ITC Accounting Portal?
The ITC Accounting Portal is the secure client workspace used to communicate with ITC Accounting, answer bookkeeping questions, upload files and receipts, respond to recurring requests, and review published financial reports.
Is the Portal the same thing as Xero?
No. Xero is the accounting ledger. The ITC Accounting Portal is the client communication and reporting layer around the bookkeeping relationship.
How do reminders work?
Outstanding client requests can be followed up automatically by email or text depending on the portal configuration, and reminders stop once the item is completed.