Corporate Portal Set Up Information

If you would like to be set up with a corporate client portal, please fill out the set up form below and submit. Once set up, we will contact you by email with your user name(s), password(s) and instructions for logging in and uploading files. Some automatic replies may go to a Spam or Junk folder in your email. Establishing us as a "safe sender" can help avoid missing any emails.

Your email address will also serve as your username(s) for log in purposes.

Please contact Stacey Falcon at our office at stacey.falcon@leckiecpa.com or at 780-875-9293 if you require any additional information or assistance in completing your set up form.

Corporation Name:

Please provide first and last names of ALL shareholders and users to be set up:

Shareholder Name: Shareholder Email: Date:
Shareholder Name: Shareholder Email: Date:
Shareholder Name: Shareholder Email: Date:
Shareholder Name: Shareholder Email: Date:

Other users to access Portal:

Name: Email: Date:
Name: Email: Date:

Restrictions and/or special notes, e.g. "John Doe, Bookkeeper only access main drop box not personal folders."

Restrictions:
Special Notes:

What is six plus four? Enter numerically:

NOTE: If you require any changes to your user access profile, it is your responsibility to notify our office immediately.

By submitting, you are authorizing your electronic signature.