TAKING DIGITAL STEPS FOR A STRESS FREE TAX SEASON
Did you know that due to the auditing process, Accilent only receives its T5013 forms at the end of March into the first week of April each year? That’s right! Each year we receive many calls from investors anxiously awaiting their slips in the mail. Understandably this can be a frustrating experience, and it’s one that all of us can relate to.
“Where are those forms? Why is this taking so long? When are they being sent? But I have a small business and I need this form now!”
Trust me, we’ve heard it all and we completely understand. That’s why as soon as we do receive them, we quickly process them and mail them to you but there’s a better way!
Did you know that once you sign up for our web portal you will be able to get your tax documents in PDF form without having to wait for the hard copies to go through the mail? This will cut out at least a week of wait time!
In 2017 we are finalizing our exciting move to digital so that we can give our investors the most efficient and most engaged service possible. Once you sign up for your Accilent portal you will be able to securely receive investor reporting and documentation from us—including your yearly tax forms and so much more!
You can’t lose.
We care about giving you exactly what you need. Perhaps you don’t have regular access to a printer or you require a copy of select documents— don’t let that stop you from signing up—simply let us know which reports you need mailed. You’ll still have the benefits of the portal at your fingertips: your smartphone will make you instantly prepared for a discussion with your financial advisor. Your investment reports will be accessible at the cottage, coffee shop, or from your favourite sofa and you can even learn more from our Portfolio Managers with exclusive webinars and more.
It’s not just a portal, it’s part of the Accilent community.
Joining is easy
Simply contact us at email@example.com with a request for an electronic document consent form. As soon as we set up your account, you’ll receive your login details and easy to follow, step-by-step instructions by email.
Remember, the faster you sign up, the faster you can file your taxes!
In late March or early April, as soon as we receive and ready the tax documents you need, they are uploaded to your portal’s very own secure document center. You also immediately receive a notification by email that your document has been uploaded, so you never have to worry about missing a thing. You can also always login to your personal and secure client portal straight from this site, by selecting ‘CLIENT LOGIN’ on the left navigation pane.
As always, please feel free to connect with us at firstname.lastname@example.org or by phone at 1 877 429 9779 should you have questions regarding the Accilent Portal.
We look forward to receiving your consent form and we wish you an efficient, environmentally friendly, and engaged investor experience in 2017.
See you online!
Accilent Capital Customer Service Team