Digital Solutions for Clients
For the ease and convenience of our clients, we offer several technology-forward solutions.
At Ross & Sylvestre we service over 2,300 individual and 1,600 corporate clients annually. And we value them all. As a Ross & Sylvestre client, you’ll have full access to all of our specialized digital solutions. From DocuSign digital signing to virtual meetings, we try to make the business of accounting easy and convenient.
For the convenience of our clients, you can pay your Ross & Sylvestre invoices online using a credit card. Our third-party online payment system (via Bambora) is safe and secure. Just enter your invoice number and personal information to pay. We will receive your payment in real time.
Our client portal offers our clients a safe and secure storage and sharing mechanism for sensitive accounting documents. Moreover, it eliminates the need for paper documents, an environmentally friendlier solution for our planet. Once you become a Ross & Sylvestre client, you’ll receive an email invite to join our portal. After you complete our multi-factor authentication process, a cyber-security best practice, you’ll immediately be able to access the portal via a web browser. You’ll simply login to review, upload or download files.
Already have your user name and password?
Client Portal – Instructional Video
DocuSign offers a seamless cloud and mobile digital signature experience for our clients. Whether you have signed up to use our portal, or are planning to come in to the office to review and sign your filings or returns, you’ll be invited to use our DocuSign digital signature solution.
DocuSign’s powerful business capabilities are compliant with local eSignature standards and make the process of signing documents easy and convenient. DocuSign is simple to use and no account is required.
For clients interested in using this free service, please advise your Ross & Sylvestre accountant. When your signature is required, your Ross & Sylvestre accountant will send you the necessary document(s) via the DocuSign secure server. Users will open the document(s) in the DocuSign email where they’ll then be prompted to either digitally enter or upload a signature, or use a digital certificate to “stand-in” for a written signature. Simply follow the prompts to click and sign, and you are done! If you want to save your signature for future signing sessions, you can create a free DocuSign account.
Please contact your Ross & Sylvestre accountant if you have any questions about this service or would like to enrol.
How do I sign a Document in DocuSign – Instructional Video
Microsoft Teams allows us to communicate with clients digitally, with simple and effective functions like text chat, video meetings, web calling, and screen-share collaboration. It’s all available in one place, no matter where you are, with a free app download or via your web browser. We’ll send you an invitation, and you’ll simply click on the link to accept it.
The following video provides an overview of this powerful tool:
How to Join a Teams Meeting – Instructional Video