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Accountant / Advisor Portal
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Enter your email to access your client portfolio. Your email must be associated with an active IncentivIQ subscription.
Firm Email
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Complete the intake assessment first
and select "Accountant/Advisor" when prompted.
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Client Portfolio
Add Client
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Add New Client
Fill in your client's details. The assessment runs automatically and results appear in your dashboard.
Client Name
Company Name
Client Email (optional)
Business Profile
Entity Type
Select...
Corporation
Partnership
Sole Proprietorship
Non-Profit
Province
Select...
Ontario
British Columbia
Alberta
Quebec
Manitoba
Saskatchewan
Nova Scotia
New Brunswick
Newfoundland
PEI
Industry
Select...
Software Development
Manufacturing
Healthcare
Clean Energy / Cleantech
Pharmaceutical
Aerospace / Defence
Agriculture
Architecture / Engineering
Automotive
Construction
E-commerce / Retail
Education / Training
Financial Services
Media / Entertainment
Mining / Oil & Gas
Professional Services / Consulting
Telecommunications
Transportation / Logistics
Other
Employee Count
Select...
1 - 5
6 - 25
26 - 100
101 - 500
500+
Annual Revenue
Select...
Under $100K
$100K - $500K
$500K - $1M
$1M - $5M
$5M - $25M
$25M+
R&D Spend
Select...
None
$1 - $25K
$25K - $100K
$100K - $500K
$500K+
Activities (check all that apply)
Software / Tech R&D
Scientific Research
Clean Energy / Cleantech
Manufacturing
Exporting
Employee Training
Capital Equipment
Gov't Hiring Programs
Notes (optional)
Run Assessment & Add Client