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Golden LeafMANAGEMENT
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FROM THE FIRST CONVERSATION

A clear beginning.
A connected way forward.

Know what happens next, what we need from you, and where to stay in touch.

Start a Conversation

For individuals and businesses across Canada.

WORKING TOGETHER

Four steps.
One clear next move.

Each engagement is different. These are the foundations that help keep the work organized.

  1. Start a conversation

    Tell us what you need.

    Begin with a short inquiry about your personal or business needs. Let us know which service you are interested in and any relevant timing, so we can discuss the right starting point.

    Make an Inquiry

  2. Agree the scope

    Know the plan before we begin.

    We discuss your situation, the work involved and what is included. The documents needed and next steps depend on the service and your circumstances.

    Explore the Services

  3. Share your documents

    The right records. A private place.

    Once we identify the records needed, we explain how to share them. Use your client portal or, when provided, a document-request email link that opens an upload page without signing in.

  4. Stay connected

    Keep the conversation moving.

    As work progresses, we may ask questions or request more information. Clients with portal access can use Inbox to keep conversations together and view their available documents, notifications and tax-case updates.

LESS SEARCHING. MORE CONTEXT.

Your documents.
Your conversation.
One workspace.

When your portal account is ready, the day-to-day details have a place to live.

  • DocumentsUpload records and find the files shared with your account.
  • Tax ReturnsView your tax cases and the updates available to you.
  • Inbox & notificationsAsk questions and see updates connected to your work.

New to the portal? Follow the account-setup instructions sent to your email when access is arranged.

BEFORE YOU BEGIN

A few things
you may be wondering.

More Questions & Answers
Do I need an account to make an inquiry?

No. You can contact us through the website without creating an account. We discuss your needs first and explain portal access when it is needed.

What should I have ready before contacting you?

A brief description of the help you need, whether it is for you or a business, and any relevant dates. You do not need to upload financial records with your first inquiry; we will explain what is needed.

Can we work together remotely?

Yes. Golden Leaf Management serves clients across Canada. The client portal supports document sharing and Inbox conversations, and a document-request link may also be provided for uploads without signing in.