Secure document handling
Send your paperwork inside your private client area — not by email. Here is what to send, what never to send, and who can see it.
Where to upload
Sign in to your client area and use the upload box. Our website forms and email are only for contact details — please don't attach statements or tax documents to them.
Never send us
- Your Social Insurance Number (SIN)
- CRA My Account or My Business Account usernames or passwords
- Online banking usernames or passwords
- QuickBooks or Xero passwords — invite us as your accountant instead
CRA access is set up through CRA's official representative authorization process. We never need your CRA login.
Accepted files
- PDF, JPG, PNG, HEIC, WebP images
- CSV, TXT, Excel (XLS, XLSX) and Word (DOC, DOCX)
- Up to 20 MB per file
Programs, scripts and other file types are blocked.
Who can see your files
Only you (and anyone you've added to your business account) and authorized Averon staff. Files are kept in private storage, downloads use links that expire, and each upload, download and deletion is logged.
Document status
Each file shows a status in your client area: uploaded, reviewed or needs replacement (for example, a missing page). If we need a new copy, we'll say why.