The Scan and Upload Service system
This system will bring convenience to clients who have a
multi-function printer with scan capabilities, or those who
are willing to invest in one of the easy-to-use printers
with document scanning capabilities, costing less than
$500.00 which is a tax deductible expense.
If you are in this client group, you will be able to sign-up
to submit your income, expense and other applicable business
information by simply scanning the document and uploading it
to BPM for bookkeeping processing, via our website using a
secure user name and password issued by us.
Under this service system:
would scan the documents you wish to send us each month
the scans as a pdf on your computer
On a monthly basis, login to your document scan-and-deliver
folder and using the secure user name and password issued by
us, Upload the scan documents (pdf) into the applicable
month folder we created for your convenience at setup- it is
This procedure will automatically allow us to access your
documents, by month download them to our document management
server and schedule the information for bookkeeping and tax
You will no longer have to pack and send or deliver your
business information to us.
You will be creating an image file of your original
documents this way in the event of an audit, an exact
duplicate of all your receipts will be available and can be
easily sent to CRA.
You will save paper by not having to make copies of business
information and documents you send us or plan to send.
You will save on postage.
This service system will look and feel like we are doing the
required bookkeeping and tax reporting from your home
This way, as you come home each day or week, instead of
placing your business documents in a file cabinet to be sent
to us at a later date, simply turn on your scanner, scan the
receipt or documents, save them to the file-folder you
created on your computer.
To help make this process simple,
we will create a master folder for your document uploads and
twelve folders, one for each month to allow you to save the
scans in the applicable folder month.
(Jan, Feb Etc)
On your side,
we recommend that you separate your documents into expense
categories as shown below, write the expense description on
all expense documents prior to scanning and as you scan the
documents for each category, save and name the file based on
The categories are:
Business Operating Expense
Support Auto Expense
Home Office Expense (if working from home)
It is that simple to use the upload system to have us do
your bookkeeping without having to send us the original
source documents in paper form.
How to Upload your files
Go to the BPM website; click the Scan-Upload link. This will
take you to the Document upload login page on the web.
Enter your user-name and password. This will take you to
your business information upload master folder.
Open the master folder to see your monthly information
Upload the files you saved into the applicable folder month
located in the master folder.
In addition, to make the login process simple, at setup, we
will send you a link-icon to be saved on your computer
desktop so you can login and upload from your home computer
by simply clicking the ICON on your desktop.
What you get each quarter
At the end of each quarter after processing your business
information, we will prepare and send you a set of financial
A Profit/Loss Statement
A cash flow report
An Operating analysis report
A copy of any GST/HST return filed for the quarter, if
These reports will be sent to you by email. However, if you
prefer, we will setup a set of monthly reports download
folders to allow you to simply logon and download your
financial reports at your convenience.
When you scan your documents, always line them up the way
you would read the receipt or document, from top to bottom.
Even in the case of scanning multiple receipts, keep them in
the top to bottom view format.
Click the SIGN UP NOW
at the bottom of the page, complete the online sign-up form
and click submit.
We will contact you to review the information and arrange to
setup your business information upload and download folders
and create and send you your user name and your preferred