At DBK Accounting, we know that managing your documents and communication should be simple and stress-free. That’s why we use a secure, easy-to-use client portal to help you upload, sign, and download your files whenever it’s convenient for you.

Below, we’ve compiled answers to the most frequently asked questions about using the DBK Client Portal.

How Do I Access My DBK Client Portal?

You can access your client portal anytime using the following link:
👉 https://dbkaccounting.cchifirm.ca/clientportal/

📌 Pro tip: If the link doesn’t open directly, copy and paste it into your browser.

❓ Frequently Asked Questions (FAQ):

1. I have documents to sign, but when I log into portal there is nothing there. 

You may have multiple portals. Ensure you are viewing the correct portal:

• Look at the top right-hand corner of the screen to see which portal you are in.  For example: “Happy Valentines Day.”
• Use the two blue arrows beneath the portal name to switch between portals (e.g., “0001234Ontario Inc.”).
• If you have more than one email address, double-check that you are logged in with the correct one.
• If you are still unsure, please contact our admin team for assistance.

2. Why do I keep getting reminders to sign documents when I have signed everything?

• You might have forgotten to press “Finish” when you signed the document – please confirm that the document is no longer in the folder to be signed
• You might have multiple portals – Check all of your portals to ensure there is nothing to be signed
• If you continue to get reminders, please contact our admin team

3. How do I upload documents?

• On the left -hand side of the screen, click Documents

• Press the Upload button, located at the top right of the screen

• Either drag and drop your file into the blue area, or browse your computer to select a file

4. I just signed my document, but now it is not in portal.  Where can I find it?

• You will not be able to see it immediately, as our admin team needs time to move it to your Year End Documents folder. 
• Once moved, they will appear in the folder “DBK Final Year End Documents”. 
• You might have multiple folders – please check that you are in the correct folder

5. Can I add someone else to my portal?

• Yes, please e-mail our admin team with the following:
  • Full name
  • E-mail address
  • Cell phone number
• If you would like to limit their access to certain documents, please let us know
• Please note: clients must provide written permission for us to add someone to their secure client portal.  Please e-mail admin@dbkaccounting.ca

6. How do I save or print documents from my portal?

• Click on the folder that contains the document you are wanting to download
  • For Example: Documents → DBK Final Year End Documents → 2023 Final Year End Documents
• Click the white square beside the document(s) that you would like to download

• Click the three black dots at the top of the screen → press Download

7. How do I add a folder to my portal?

• Click Documents → press the three black dots → select add folder

🧑‍💼 Need Help?

Our admin team is just an email away!
📧 Contact us at: admin@dbkaccounting.ca
We’re here to support you every step of the way