Welcome to the A-1 Bookkeeping Services ‘Document Upload Portal’, a quick and easy
way to get your documents submitted to our firm.
To upload your documents, click the appropriate icon below, complete the form that
follows and upload your files. It’s that easy! All files are 256 bit encrypted.
Your documents must be in a common format such as pdf, doc, docx, xls, xlsx, jpeg,
tiff. NOTE: If you take a photo of your documents, follow these critical camera
elements. Scanned images or digital files work best to avoid camera issues.
•
Take picture straight on page, no angles/slant
•
Page must take up the entire picture area
•
Well lit location - No glares
•
Avoid sending very small images i.e. thumbnails, they are too small to view
•
Lay documents flat
•
All documents must be easily legible.
•
To avoid confusion/duplication, upload all documents as 1 file, not multiple uploads.
A-1 Bookkeeping Services Inc. | 1553 Golden Grove Road | Saint John, NB | E2N 2A5 | Tel: (506) 693-0123
“Specializing In Small Business”
Document Upload Portal
BOOKKEEPING
Click the icon above to upload bookkeeping
related documents.
Note: The Upload Portal is not intended for
bookkeeping clients to upload mass receipts for
posting purposes, but rather missed documents
and/or small amounts of receipts. Posting should
be done by original documents.
PERSONAL TAXES
Click the icon above to upload personal tax return
documents.
Disclaimer: Documents uploaded via the portal are subject to printing fees. The same fees apply to documents
emailed to our firm & require printing.
IMPORTANT
After uploading tax documents, call our office (506) 693-
0123 to confirm your personal information. Your tax
return will not be started until this step is done.