We’re so happy to begin our work together…

Please Follow These Steps…

Please fill out this RC59 – After you fill it out upload it here. It’s how we will be accessing your files with Canada Revenue Agency.

For payment options, we do direct deposit at the first of each month, to set this up, please fill this out: Click Here.

Please give us access to your accounting file if you haven’t done so already.
Instructions for Quickbooks Online Access here. Please add: contact@envolta.ca.
Instructions for Xero Access here. Please add david@envolta.ca.
Instructions for Desktop Versions here. (Backup Sage/QBD files).

Please upload your financial statements here.

Book your initial call with your lead client advisor either Matt Levesque or Chris Evans below…

What Our Clients Say


“When it comes to business you need someone that has your back from a financial perspective. Envolta has that for me.”
Stephen Lau

Salient Marketing

“We were bakers primarily and didn’t know anything about accounting or taxes so managing our books was a bit of a challenge.”
Jacqui Okum

Strawberry Blonde Bakery

“We thought we knew what we were doing and we were organized. It was the expertise that Envolta brought and the methodology that really helped us. Switching to Envolta was hugely helpful.”
Jennifer Nelson

Growth Factory