Best Practices for Submitting Documents Electronically
We are encouraging you to send us your personal tax information or corporate records electronically. This guide will assist you through the process while ensuring your data is secure and well managed.
- File Types: We can accept pretty much any file types (PDF, jpeg, bmp, tiff, png, etc.)
- Image Quality: Obviously, the better the quality, the better for us. Our preference (in order from best to worst) are as follows:
- Original digital documents from the source (Bank, vendor, etc.)
- Black and white scan of an original (desktop scanner or phone scan apps)
- Cellphone picture of a document
- File Names: to the extent that a good description of the document can be in the file name, it really helps us identify and organize the documents. If that is not easily done, don’t worry about it.
- Scanning with Your cellphone: There are some really handy and free phone apps for scanning documents. The benefits of these are that they convert the image to a smaller data file, rather than a picture. When using these, it is best if you can scan in black & white rather than colour or greyscale.
- Using our file transfer system: KWB employs an industry leading and secure file transfer system called Citrix ShareFile. Through this, you can upload any number and size of files without the restrictions that e-mail systems have. We recommend this over e-mailing attachments as e-mails are a much less secure way of sending your data.
- Who to send your data to: If you are sending us data that has not been requested by a specific person, we ask that you use our centralized file transfer link: https://kwbllp.sharefile.com/r-r17f4d94eee844a4a
If you are working directly with one of our team members and they have requested documents from you, use the link in their e-mail signature to directly and securely upload documents to that person:
- Upload in one batch per taxpayer or corporation: Although we certainly can receive documents in one or multiple uploads, it is much easier if:
- There is only one upload for each taxpayer or corporate entity. This means using the above links every time for a new individual or entity.
- That the person or entity is identified clearly in the welcome screen
- That you transfer all of the files into the webpage before pushing “upload”. Each time you press “upload” it initiates a separate transfer It’s better if it comes as one upload.
We thank you for your cooperation. If you have any questions, please e-mail firstname.lastname@example.org for assistance.
Darren Buma, CPA, CA
Darren completed is Bachelor of Commerce from the University of Alberta followed by his Chartered Accountant designation while working for one of the big-four firms in Edmonton.
Soon after receiving his accounting designation, Darren left public practice for nine years of experience in industry, holding various senior financial positions in both the high tech and real estate development sectors. In 2004 Darren returned to public practice and joined KWB.
With an aptitude for coaching entrepreneurs, Darren is passionate about delivering KWB’s ONSight Advisory services, helping his clients dramatically improve their businesses, and their personal wealth and happiness.
Internally, Darren focuses on innovation and technology solutions to help drive KWB forward.
Darren is blessed with a wonderful wife of over 25 years and together they are raising two sons who are currently both taking commerce at university. To keep the household busier, the family spends time chasing after their spunky Havanese-Poodle dog.
Darren is a big believer in giving back to the community. With a passion for the benefits of team sports for kids, Darren has coached minor hockey for over 13 years and is President of his local minor hockey association. Also wanting to give back to his profession, Darren is a member of the CPA Alberta Disciplinary Tribunal Roster, and is the past Chair of the Edmonton Chapter of Financial Executives International.
Outside of the office, Darren likes to play a few rounds of golf, spend time out at the lake, and lap his sports car around the local race track.