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PROFESSIONAL CHARTERED ACCOUNTANTS
client portal
CLICK & FILL FORMS
newclients
NEW CLIENT INTAKE FORM
1 per person
*required
ENGAGEMENT
LETTER
1 per person
*required
AUTHORIZATION
1 per person
*required
TAX CHECKLIST
existingclients
CLIENT INTAKE FORM
1 per person
*required
ENGAGEMENT LETTER
1 per person
*required
generalforms
TAX CHECKLIST
RENTAL PROPERTY
EXPENSES
SELF EMPLOYED
EXPENSES
EMPLOYMENT
EXPENSES
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