Your secure hub to collaborate with your BDO team: track project status, complete requests, sign documents, share files, invite colleagues, and get help – all in one place.
Getting started for client users
Log in to your portal anytime via client.bdo.ca
Your username is your business email address. Your password will be the same as your Microsoft account (e.g. work Outlook email) password.
If you do not have a Microsoft account, follow the on-screen instructions to complete the set-up process.
Invitation email
Look for the email “Welcome to your BDO Client Portal Experience.” Click ‘Begin Setup’ and follow the prompts to verify your code, accept permissions, terms, privacy policy, and cookie preferences.
Note: You may be prompted to set up Multi-factor Authentication (MFA) if you have not done so already. Instructions are available here.
Profile setup
Follow the step-by-step instructions to set up your profile including your personal details, notification preferences, and your top business challenges. Once your profile setup is complete, you will land on your project dashboard where you can view the project status, action items, and more.
What you can do in the BDO Client Portal
Dashboard
View project status (progress, timelines, risks); monitor engagement health; see top action items and key contacts.
Action items
View and complete tasks (signature requests, project tasks, document requests).
Documents
Upload files; move and rename files.
Team members
Easily invite team members to the portal via email.
Support
For step-by-step instructions on how to use the BDO Client Portal and general FAQs, please review the Client User Guide.
For engagement-related questions, contact your BDO Engagement Partner using the BDO Contacts button in the portal.
For general inquiries about the BDO Client Portal, email [email protected].
For technical assistance, complete this form or call 1 833-806-6633.
Our Client Support team is available Monday to Friday, from 8:30 AM to 7:00 PM EST.