Video Center

Videos on Current Events and How To's

April 12, 2020 Covid Update

Stacey Bartel, President and founder of O.B.S. Financial has a special message to his clients.

Watch to see how hard his team has been working to get you the information you need to know.

Virtual Office Overview

Online Registration

How to complete our online registration form!

Upload Center

How to upload documents online!

The Video Review

How to review your return!

DocuSign

How to use our electronic signature platform, DocuSign!

Web Meetings

How to join a web meeting!

How to File 2020 T4's

Click here to learn about the new 2020 T4 filing requirements!

Visit our YouTube channel to view numerous step-by-step videos on how to use our electronic services!

The Electronic Services Portal

Registration Center

Click here to use our online Registration Forms. Once finished, you will have the ability to add documents.

Upload Center

Check out our easy to use Upload Center. You are just a few clicks away from sending us your tax documents.

Tools & Resources

Visit our Tools & Resources page for forms and documents that make it easier for you to get your tax documents organized.

How to Video's

Are you new to technology, or having problems with our Electronic Services Portal.

Check out these easy how to video's.

How to Guides

Do you want a Crib Sheet to print off, showing you steps on how to use our Electronic Portal?

Download our tools here.

Other Forms

Is there something we're missing? Visit our Other Forms page to find some of our less used resources.

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