Client Resource Centre
Welcome to our Resource Center, your go-to hub for clear, step-by-step guidance on managing your taxes and accounting with ease. Here, you’ll find downloadable PDF guides that walk you through setting up and navigating essential online tools, including CRA Business and Personal accounts, as well as other key platforms we use to support your financial management.
Each guide is designed to simplify complex processes, helping you confidently manage your accounts, submit documents, and stay on top of your obligations. Whether you’re a business owner or managing personal finances, our resources give you the instructions you need—anytime, at your own pace.
Explore our library and take control of your financial tools with confidence.
Creating your CRA My Business Account
Setting up your CRA My Business Account is a crucial first step for every Canadian small business owner. This account gives you secure online access to manage your business taxes, view important notices, and stay on top of your financial obligations.
Below, you’ll find a clear, step-by-step guide that walks you through the entire setup process. Following these instructions ensures you start off on the right foot and make the most of the tools available to manage your business efficiently.
Click the “Download” button below to view and save your copy of the guide—your roadmap to taking control of your business finances.