Terms of Service
Welcome to the Online Accountant messaging service! By subscribing to our messaging program, you agree to the following terms and conditions.
1. Program Description
Online Accountant offers occasional text message alerts and updates about:
Advertising opportunities and offers
Local editions and business updates
Marketing tips and reminders
These messages are sent to keep you informed and engaged with relevant opportunities.
2. Opt-In Process
You must opt-in to receive messages from us. By providing your phone number via our website, form, or other channels, you agree to receive text messages from Online Accountant.
3. Message Frequency
You will receive messages occasionally, based on current opportunities, offers, and announcements. There is no fixed schedule, but messages will not exceed reasonable frequency.
4. Opt-Out Process
You can cancel the SMS service at any time. Simply text "STOP" to the shortcode. Upon sending "STOP," we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, text "START", and we will resume sending SMS messages to you.
5. Support and Assistance
If you need help, have questions, or are experiencing issues with the messaging program, reply with the keyword HELP for more assistance, or reach out directly to:
Phone: +1 800-811-6017
Email: [email protected]
6. Data Privacy
We respect your privacy. Your personal information, including your phone number, will only be used for Online Accountant messaging purposes and will not be shared with third parties without your consent. Please refer to our Privacy Policy for more details.
7. Message and Data Rates
As always, message and data rates may apply for messages sent to you from us and to us from you. Message frequency varies. For questions about your text plan or data plan, contact your wireless provider.
8. Availability and Liability
Online Accountant messaging services are available via participating carriers. Service may not be available in all areas or on all carriers, and Online Accountant is not responsible for delays or message failures. Carriers are not liable for delayed or undelivered messages.
9. Changes to Terms of Service
We may update these Terms of Service from time to time. You will be notified of significant changes, and your continued use of the service constitutes acceptance of the updated terms.
10. Contact Information
If you have any questions regarding these Terms of Service, please contact us at:
Phone: +1 800-811-6017
Email: [email protected]
By participating in our messaging program, you agree to these terms and conditions.
Fast Setup
Get fully onboarded in 48 hours with bank sync, tailored chart of accounts, and a prioritized checklist so your books start driving decisions immediately.
Proactive Tax
We identify quarterly savings and industry-specific deductions during monthly reviews so you pay less tax while staying audit-ready year round.
Secure Portal
Encrypted document exchange and multi-factor access ensures sensitive financial data stays protected while your advisor works proactively on your numbers.
Services Tailored for Professionals
We bundle bookkeeping, automated payroll, tax strategy, and quarterly advisory into a predictable monthly fee so you get expert finance operations without administrative overload.
- Dedicated account manager
- Monthly financial review
- Tax-optimization roadmap
1. Quick Audit
We run a focused 20-minute review of your current books and filings to surface immediate compliance risks and saving opportunities.
2. Action Plan
Receive a prioritized checklist with three near-term tax moves plus smoothing recommendations to stabilize your monthly cash flow.
3. Ongoing Reviews
Monthly checkpoints and quarterly tax planning keep your books accurate and give you actionable recommendations for growth and tax efficiency.
48h
Average onboarding time
94%
Client retention rate
$12K
Average annual tax savings
30+
Professional clients served
What Professionals Say
Because of their attention to industry-specific deductions and monthly reviews, I reduced my annual tax bill and finally stopped scrambling each quarter. The advisor explained every step clearly.
— Laura M., Independent Consultant
Free Consultation + Checklist
Schedule a free 30-minute consultation and receive a customised tax-efficiency checklist. No hard sell — just actionable steps you can put in place this quarter.
Frequently Asked Questions
How long is the consultation?
The free consultation is 30 minutes: a focused review to identify quick wins and determine whether our services fit your needs.
Do you handle payroll?
Yes — payroll setup, automated runs, and year-end filings are available as part of our service bundles.
What documents do I need?
Recent bank statements, prior year tax return, and any invoicing software access are helpful; we’ll send a short checklist when you book.
Online Accountant, LLP is a registered accounting partnership under the laws of the province of Alberta. Online Accountant, LLP is certified by the Chartered Professional Accountants of Alberta.
Contact Us
+1 800-811-6017
(587) 686-6888
17510 107 Ave NW Unit 201, Edmonton, AB T5S1E9
Legal
ALL RIGHTS RESERVED Online Accountant 2025