The Storytelling BeanCounter
Toggle navigation
9052011174
9052011174
  • New Client Onboarding
  • Schedule Your Appointment
  • Xero Login
  • Zoho Books Login
  • Home
  • About Us 
    • Why Us
    • Our Company
    • Our Mission
    • Testimonials
    • Contact
  • Services 
    • Bookkeeping & Accounting
    • Industry Solutions
    • Business Advisory Services
    • Service Packages
  • Zoho ONE 
    • Zoho One for Small Business
    • Zoho Apps
  • Partners 
    • Cloud Accounting
    • About Xero
    • Xero Resources
    • Quickbooks Online
    • Quickbooks Resources
    • Hubdoc
  • Resources 
    • Blog
    • Business Resources
    • The STBeanCounter Daily
    • 7 steps to increasing profit
    • COVID-19 Resources

New Client Onboarding

Step 1 of 4

25%
  • DD slash MM slash YYYY
  • Personal Identity Verification

  • By law, we are required to see proof of identity for all new and some existing clients. Please upload a scan of one of the following documents:

    Valid passport
    Valid photo card driving licence

  • Max. file size: 100 MB.
  • Personal Address Verification

  • By law, we are required to see proof of residential address for all new and some existing clients. Please upload a scan of one of the following documents:

    Canadian Drivers Licence (if not used as ID above)

    Bank, Home Loan or Credit Card Statement
    Dated with 3 months. Must include account number and show recent activity. No general correspondence.

    Utility Bill
    Dated within 6 months E.g. Gas, electricity, water. Must show address for service and/or account number. No general correspondence.

    Telephone Bill
    Dated within 6 months E.g. Landline or cell phone pay monthly (excluding pay as you go). Must show address for service and/or account number. No general correspondence.

    Government Letter
    Dated within 12 months. Must show address for service and/or account number. No general correspondence.

    Tenancy Agreement
    Dated with 12 months. Must state full name and full property address. Issued by local council, housing association, lawyer or reputable letting agent.

    Home or Motor Insurance Certificate
    Dated within 12 months. Must state insured address or registered address for vehicle and policy number. No general correspondence.

  • Max. file size: 100 MB.
  • Entity details

  • Your entity's registered address
  • Confirmation

  • Reset signature Signature locked. Reset to sign again
    I confirm that the information given in this form is true, complete and accurate.
  • This field is for validation purposes and should be left unchanged.

The Storytelling BeanCounter

540 Woodmount Crescent, Oshawa, ON L1K 2T1, Canada
9052011174
info@storytellingbeancounter.com

Policy Pages

  • Accounting & Bookkeeping Oshawa and Whitby, Ontario
  • Accounting & Bookkeeping Toronto

Newsletter Signup

  • This field is for validation purposes and should be left unchanged.

© 2023 The Storytelling BeanCounter