Your Accountant Will Thank you – RBC Trusted Partner Portal

While tax season is still several months away, we’re taking advantage of the slightly more relaxed summer pace to prepare for next year — and to enhance your overall experience in collaboration with your trusted tax advisor.

I’m pleased to introduce the new RBC Trusted Partner Portal — a secure, efficient way for your professionals (like your accountant) to access important documents such as tax slips and account statements.

You stay in full control of access and can add or remove trusted partners at any time. A brief overview of the portal’s benefits are listed below for your reference.

Next Steps:

Our Client Experience Associate, Maggie, will give you a call in the coming weeks to confirm you’ve received this message and ask if you’d like to proceed. If yes, we’ll send you a Letter of Authorization to sign.

Once set up, your trusted professional will receive a secure email link to complete their access.

Please see below for additional information:

Please click here for a PDF version of this message.

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