Border Brokers

CARM: Important Client Notice

CBSA Assessment and Revenue Management (CARM)
The CBSA Assessment and Revenue Management project, better known as CARM is a multi-year initiative that will transform the importation process. Through CARM, clients will have access to the CARM Client Portal—an innovative self-service tool that will modernize how the trade community interacts with the CBSA.

May 25th, 2021
Release 1
CARM Client Portal Goes Live with Basic Functionality

  • Importers will need to register and obtain a business number if they do not already have one
  • The portal will allow importers to delegate authority to their customs broker
  • Users can also manage account data, view statements of accounts and make payments

Expected June 2022
Release 2
Full CARM Client Portal Functionality Is Available

  • Importers will need to secure a bond
  • New commercial accounting declarations (CAD) process introduced
  • Corrections and adjustments will be allowed
  • A harmonized billing cycle will be set up

CARM Release 1
When the CARM Client Portal goes live, importers, customs brokers, and trade consultants will be able to have access.

The CARM Client Portal will feature:

  • The ability to set up a Pre-authorized Debit (PAD) to remit payment in addition to credit card or Automated Clearing House (ACH) withdrawal from financial institutions as well as most current payment methods
  • Statements of Account (SOAs) and basic client transaction information available online
  • The ability to delegate access to business accounts
  • Rulings requests
  • Classification tools

Actions Required by our Clients:

Set up with the government personally
Each employee requiring access must set up personally with a GC Key on the CARM Portal.

Set up your business on the CARM Portal

  • This person is normally someone in authority in the company – usually in the accounting department dealing with payments to the government but can be anyone with authority to act on behalf of the company.
  • This first person will become the Business Account Manager (BAM) and it is recommended by CBSA that one or more other employees also be assigned a BAM authorization.
  • You can designate any employees to have access with edit or read-only access.

Grant Access
You must grant access to your Customs Broker as a BAM in order that we may do business with you.

Further information on how these steps are done will be sent in May.


A.D. Rutherford International has rebranded to Border Brokers