How it works:

When your client profile or personal folder is activated, you will receive an invitation email.

Simply click the link and enter the One-Time Passcode (OTP) sent to your inbox. No complex passwords to remember or set up.

Accepted file types:

PDF, JPG, PNG, Excel (.xlsx), and Word (.docx).

Tips for fast processing:

• Combine multi-page tax slips or statements into a single PDF.
• Ensure all scanned pages are clear and legible before uploading.

Having trouble logging in or uploading?

If you experience access issues, need to add a family member or business partner, or prefer to speak with our team directly:

✉️ Email: Conntact@wincast.ca

📞 Phone: +1 416.323.2805