CARM: Granting Carson access to your CARM portal

*These instructions are for clients who already have access to their CARM portal. If you do not yet have access, please see here.

An essential step in setting up for CARM is to grant Carson access to your business account. This is also known as “delegation.” Without access, we may be blocked from clearing your shipments in phase 2 of CARM so please do not delay this important step.

Please follow the below actions:

Navigate to the ‘Manage Pending Third Party Requests’ page of CARM.

Click on ‘received requests’

Click ‘Approve’ on the request from ‘Carson Customs Brokers’

*Note: if you do not see a request from Carson, please write to

Click on ‘All Programs’

Please select ‘Business Management’ as the access option.

For the ‘transaction visibility rules’, please select all check boxes for full visibility.

This access is optimal for us to provide the best service possible.

You are done! This is the last required step for CARM in Phase 1.


CARM: How to create a user and access your business’ client portal


*Navigate to the CARM client portal by clicking the above link and selecting ‘Log in to the CARM Client Portal’

2. Click ‘Option 2: Continue to GCKey’

3. Click ‘Sign Up’

4. Follow the steps to create a user account

This will include verifying your email address, creating security questions, as well as your contact information, language and email notification preferences. Please note that the preferences and contact details in this step are for you only and not for your whole company.

5. Enter your business number as prompted. If you are uncertain of your business number, note that the first nine digits will match your GST number followed by the letters ‘RM’ and your sub-account number, conventionally this is ‘0001’.*

i.e. 888888888RM0001

*You may check a recent invoice/B3 from Carson if you are uncertain.

Within the comments section, please mention your role/title within the company

Important: if your invitation is not accepted within a few business days, please verify that your business profile has been activated. Carson can assist in determining if your business has been registered or not.

6. You’re done!

For any additional questions, please call 888-422-7766, and ask for CARM portal assistance

Setting up the CARM Portal: A Walkthrough for Importers

If your business imports into Canada, you will need to have access to your CARM client portal. Please follow the instructions below to gain access to your account. You can find the official CBSA set up guide here.

Please have the B3 for one of your recent import transactions ready. You can find this document in the billing package you receive from Carson.

If you require assistance with any of the following steps, please contact our office and request help with CARM.

  1. Navigate to the CARM client portal and select ‘Log in to the CARM Client Portal’

2. Click ‘Option 2: Continue to GCKey’

3. Click ‘Sign Up’

4. Follow the steps to create a user account

5. Once your individual profile is created, you will be prompted with the ‘First time Setup’ page, from which two options will be available: Request access to my employer, or Register my business. Click ‘Register My Business‘.*

*It is possible one of your colleagues has already created an account for your business. You will be alerted during registration if this is the case (See step 6).

6. During step 5, you may see an error message stating that someone has already activated your business, if that is the case, please follow this guide instead.

7. Enter the business’ legal name and address. Note that the legal name and address must be exact. This will match what the CRA has on file for your business.*

*If you have issues with this section, we recommend you call the CRA for the fastest resolution. Many businesses have old addresses on file with the CRA.

8. Select your preferred security questions. We recommend the following two:

  1. ‘What is the transaction number and total duties and taxes of one of your recent transactions?’
  2. ‘What is the balance of your last Statement of Account?’

9. For the transaction number question, find a recent invoice from Carson and its associated B3.

  • Enter the transaction number (starts with ‘15008’)
  • Enter the total amount of duties and taxes

10. For the SOA question, you may require our assistance as not all importers receive a copy of this statement. You may contact our office if you are uncertain.*

*If you cannot reach us, you can also contact the CARM support desk.

11. Once you have access to the portal, be sure to provide Carson with access so we can continue to serve your account. This can be done by clicking on the ‘Manage pending third party requests’ link.

12. In the ‘Received requests’ tab, you should see a request from Carson.

13. Select ‘All Programs’, and ‘Business Management’ as the access type

14. For transaction visibility, please check all boxes and click the ‘approve’ button.

*if you are uncertain what visibility or access to grant other providers, please contact us! We can explain exactly what these rules mean.

15. You’re done!

For any additional questions, please call 888-422-7766