--- title: Get Started With Remitian description: "Getting Started with Remitian: A Client Guide" --- [Skip to content](https://help.remitian.com/get-started-with-remitian#main-content) English Show submenu for translations [More support](https://help.remitian.com/kb-tickets/new?hsLang=en) ![1 color shield - light](https://help.remitian.com/hs-fs/hubfs/1%20color%20shield%20-%20light.png?width=200&height=50&name=1%20color%20shield%20-%20light.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.remitian.com/kb-tickets/new) - [Contact us](mailto:support@remitian.com) [Contact us](mailto:support@remitian.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.remitian.com/?hsLang=en) 2. [Tax Payer](https://help.remitian.com/tax-payer?hsLang=en) 3. [Account Management](https://help.remitian.com/tax-payer?hsLang=en#account-management) # Get Started With Remitian ## Getting Started with Remitian: A Client or TaxPayer's Guide #### **What is Remitian?** Remitian is your tax personal assistant—a secure platform that simplifies tax payments. Think of it as an end-to-end service that connects to your bank, keeps your accountant in the loop, and gives you complete control over your tax obligations, all while saving you the hassle of navigating multiple government portals. #### **Your First Steps** ### 1. Accept Your Invitation Your accounting firm will send you an invitation email to join Remitian. This email will come from your firm and include a personalized link to get started. ### 2. Complete Verification (Canada Required) As a registered money service business with Canadian regulators (Fintrac), Remitian is required to verify your identity. This is handled through a secure integration with Plaid: - Click the **Verify** button in your profile - Upload required documents - The process is quick and secure—your information is protected ### 3. Connect Your Bank Account You have two options for linking your bank: **Option 1: Plaid Integration** (Recommended) - Similar to logging into online banking - Quick and secure connection - Most popular choice **Option 2: Manual Linking** - Use a void check or direct deposit information - Takes slightly longer but equally secure #### Key Features at Your Fingertips ### Mobile-First Experience Remitian is designed for modern life—whether you're on your phone, tablet, or computer, you can approve payments with a single tap. ### Payment Approval Workflow **How it works:** 1. Your accountant schedules a tax payment on your behalf 2. You receive an email notification to review and approve 3. Approve the payment with one click 4. Two days before the withdrawal date, you get a reminder to ensure funds are available 5. Both you and your accountant see real-time status updates **Payment Speed Options:** - **Regular**: Standard processing timeline - **Express**: Faster processing for urgent payments - **Priority**: Fastest option (currently in beta) Each option has different pricing based on how quickly funds are processed. ### HST Filing Made Simple (Canada Only) If you need to file HST, Remitian has you covered: - Complete the straightforward filing form - All necessary lines included (including 90/91) - Automatic calculations - Or let your accountant prepare filings for you to review and approve ### Complete Transparency **You'll always know:** - Which payments are pending your approval - When payments have been processed - Complete payment history for all your tax accounts - Any changes or updates from your accountant **Your accountant will see:** - When you approve payments - Your complete payment status - Real-time updates on all activities ### Manage Multiple Tax Accounts Have multiple businesses? A family trust? Personal and corporate taxes? No problem. Remitian lets you organize all your tax accounts in one place: - Toggle between different tax authorities - View by tax entity - Manage payment types #### Your Dashboard Overview When you log in, you'll see: - **Pending Approvals**: Payments waiting for your authorization - **Payment History**: Complete record of all processed payments - **Bank Accounts**: Manage your connected accounts - **Tax Accounts**: View all your tax entities #### Getting Reminders Without Processing Payments Not ready to make payments through the platform yet? You can still use Remitian just for reminders: - Receive automated notifications about upcoming tax obligations - Keep track of important deadlines - No payment processing required until you're ready #### What Happens If Something Goes Wrong? **If a payment doesn't go through:** - You'll see an "expired" status - You can reschedule for another day - Or dismiss the payment if no longer needed - Your accountant will see all changes in real-time **Weekly Reminders:** If you haven't approved a payment, you'll receive weekly reminders that increase in frequency as the due date approaches. If you've added a phone number, you'll also get SMS notifications. #### **Support & Help** Need assistance? Remitian offers multiple support channels: - **Help Center**: Comprehensive FAQs and guides - **In-App Chat**: AI-powered assistance with human escalation - **Support Email**: Direct help from the team - **Your Accountant**: They're always your first line of support #### **Why Use Remitian?** ✅ **Prevents costly errors**: No more manual entry mistakes on government portals ✅ **Saves time**: One platform for all your tax payments and filings ✅ **Provides oversight**: Your accountant reviews everything before you approve ✅ **Gives you control**: You approve every payment—nothing happens without your consent ✅ **Offers peace of mind**: Automated reminders ensure you never miss a deadline #### Pro Tips 1. **Add your phone number** to your profile for SMS reminders 2. **Connect bank accounts early** so you're ready when payments are scheduled 3. **Check your email regularly** for approval notifications 4. **Ask your accountant questions** via your usual channels   - [Accounting Firms](https://help.remitian.com/accounting-firms?hsLang=en#main-content) - [Account Management](https://help.remitian.com/accounting-firms?hsLang=en#account-management) - [Payment Management](https://help.remitian.com/accounting-firms?hsLang=en#payment-management) - [Client Management](https://help.remitian.com/accounting-firms?hsLang=en#client-management) - [APIs](https://help.remitian.com/accounting-firms?hsLang=en#apis) - [Tax Payer](https://help.remitian.com/tax-payer?hsLang=en#main-content) - [Payment Management](https://help.remitian.com/tax-payer?hsLang=en#payment-management) - [Account Management](https://help.remitian.com/tax-payer?hsLang=en#account-management) - [Frequently Asked Questions (FAQ)](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#main-content) - [Account Management](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#account-management) - [Payment Management](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#payment-management) - [KYC & KYB Frequently Asked Questions](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#kyc-kyb-frequently-asked-questions) - [Changelog](https://help.remitian.com/changelog?hsLang=en#main-content) - [Remitian](https://help.remitian.com/changelog?hsLang=en#remitian) - [TaxPay](https://help.remitian.com/changelog?hsLang=en#taxpay) - [Video Library](https://help.remitian.com/video-library?hsLang=en) [![1 color shield - light](https://help.remitian.com/hs-fs/hubfs/1%20color%20shield%20-%20light.png?width=150&height=38&name=1%20color%20shield%20-%20light.png "1 color shield - light")](https://www.remitian.com) © Remitian. 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