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How Count myAccount handles your file — from start to finish.
This is not a referral service. Count myAccount owns your file, assigns the right expert, and manages every step under one structured process.
Count myAccount is a Canadian fintech tax and accounting platform. When you start, we assign your file to a specialist whose scope matches your situation — then manage the process, quality checks, and CRA submissions end-to-end.
What happens after you reach out?
Five steps. One team. Your file moves through a defined process — no gaps, no handoffs to strangers.
You tell us your situation
You complete a short intake form or speak with our team directly. We ask about your income sources, filing history, and what you need — whether that’s a T1 return, monthly bookkeeping, or corporate tax. No paperwork yet, and this step takes under ten minutes.
Count myAccount assigns your file
Based on your profile, we assign your file to a specialist whose day-to-day work covers your case type. A newcomer with foreign income goes to a different expert than an incorporated business with payroll. The assignment is made by Count myAccount — not by an algorithm or open availability.
Your expert reviews your documents and builds your file
Your assigned expert works through a structured checklist — income, deductions, CRA compliance, deadlines. You receive a document request list specific to your situation, nothing generic. For individuals: T4s, RRSP receipts, T2125 if self-employed, prior-year NOA. For businesses: bank statements, transaction history, payroll records, prior T2.
We review, then you review
Before anything is filed or finalized, you see a full summary. Your expert walks you through the numbers, the deductions claimed, and any CRA considerations. You approve. We file. No surprises — the April 30 deadline and the June 15 self-employed deadline are tracked by us, not left to you.
Your file stays active year-round
Filing is not the end. Questions come up after April. CRA sends correspondence. You get a raise, start a side business, hire your first employee. Count myAccount stays on your file through the year — not just during tax season.
How is this different from a traditional accounting firm?
At a traditional firm, you’re assigned to whoever has capacity that week. The process lives in their head, not in a system. Pricing comes after the work is done. If your accountant leaves, your file history goes with them.
Your file follows a documented process — not one person’s judgment call.
Pricing is fixed before work begins, not estimated after review.
If your assigned expert is unavailable, we reassign your file internally — your history stays intact.
Quality is checked by the system, not assumed from credentials.
A traditional firm sells you access to a professional. Count myAccount delivers a managed outcome.
The process works the same — the expert changes
Count myAccount handles four distinct situations. The platform process is identical — what differs is who handles your file and how they approach your case.
If you’re filing a personal tax return
Your file goes to a specialist in individual returns. WFH deductions, RRSP optimization, and investment income — all within scope.
If you’re self-employed or earn gig income
T2125, HST registration decisions, and platform income (Uber, DoorDash, Etsy, Airbnb) — handled daily. We track June 15 filing and April 30 balance due.
If you arrived in Canada recently
A newcomer specialist handles partial-year residency, foreign income, your first NOA, and credits like the CCB and GST/HST credit. CRA anxiety is normal — it’s not complicated when someone runs it for you.
If you run a business
Monthly bookkeeping, T2 corporate return, payroll deductions, and HST remittances — managed on a recurring basis. You get a clean monthly close, not a year-end scramble.
How does Count myAccount check its own work?
Every file goes through a structured review before submission — not a self-review by the person who built it. Count myAccount’s process includes:
A checklist audit against CRA requirements.
A senior review flag for complex cases — corporate restructuring, foreign income, audit history.
A client-facing summary before any filing.
If the CRA contacts you after filing, Count myAccount responds. Audit protection is available as an add-on — and included in select packages.
Ready to start?
Book a free consultation. We’ll review your situation, confirm what you need, and assign your file.
Book Your Free Consultation