A private client portal
Your documents, in one private place.
Client Advisory is the secure portal your accountant or advisor uses to share documents, collect signatures, and keep you informed. If they sent you a link, this is where it leads.
Find your portal
Enter the email address your advisor has on file and we will send you a secure sign-in link. There is no password to create or remember.
Clients
Sign in with the form above, using the email address your advisor has on file.
Partner firms
The same form signs you in. Your firm email opens your portfolio view across engagements.
Staff
Sign in to the staff console with your Microsoft work account.
Staff sign in
If you do not have access yet, the person you are working with can set it up.
Access and security
01
You receive a private link from the person working with you, or request one above. We verify your email address before showing you anything.
02
Every link is unique to you and expires. Once verified, you stay signed in on your device for 30 days.
03
Your documents are stored in Microsoft 365, and every signature is recorded with a cryptographic fingerprint, so any change after signing is detectable.
04
No advertising trackers and no profiling. Site statistics are anonymous and cookie free, and the only cookie on this site is the 1 that signs you in.
Electronic signatures on this platform are legally valid across Canada under federal and provincial electronic commerce legislation. Read more
About
Client Advisory is a Canadian platform for professional engagements. Accounting firms and professional practices use it for the delivery, signing, scheduling, and record keeping around specialized work. The professionals on your file remain responsible for the work itself; the platform keeps it organized, private, and on the record.
Contact
If your question is about the work in your portal, the firm you are working with is the right place to start. For everything else, write to info@clientadvisory.ca.