Secure Account Login

Our Secure Web Portal is a web application used for secure file transfers and continued access between CBTA and our clients.  For a client, Portal is a web-based interface that only requires the installation of Microsoft Silverlight for use.

Your Portal User ID and login information will be provided via email.  All documents made available for continued access such as a tax return or financial statement will remain on your portal for a stated period of time in accordance with CBTAs record retention and portal use policies.

 

Cross-Border Series
 
Our cross-border series books are tailored to specific issues Canadians have when moving to, living in or investing in the US.

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