The intelligence layer forCanadian tax work.
TaxDesk brings entities, filings, CRA documents, ownership, and tax attributes into one structured workspace, giving TaxDesk Intelligence the context it needs to review work with source evidence.
Built for evidence-led Canadian tax teams
“TaxDesk gives each AI answer a place to stand: the entity record, the filing obligation, and the source document behind it.”
“Review starts from source-backed facts instead of a folder hunt. Extracted details stay tied to documents, entities, filings, and review status.”
“The assistant can summarize, compare, search, and flag work for review without silently changing the tax facts that belong in TaxDesk.”
How it works
From source records to source-backed answers
TaxDesk turns scattered files and spreadsheets into a live tax workspace that AI can actually use.
Build the tax workspace
Create profiles for corporations, trusts, partnerships, and individuals. Configure CRA program accounts, ownership, filings, and tax attributes.
- •Entity profiles and relationships
- •CRA program account settings
- •Tax pools, losses, payments, and filings
Attach the evidence
Upload returns, CRA notices, agreements, and working papers. TaxDesk classifies documents, extracts key facts, and links them to the right records.
- •Document classification
- •Source-backed extraction
- •Entity and filing linking
Ask, review, and act
TaxDesk Intelligence surfaces weekly priorities, answers questions from workspace evidence, and keeps review follow-up connected to the records your team controls.
- •Weekly intelligence brief
- •Ask TaxDesk with citations
- •Notes and review flags
Platform
The tax workspace behind the answers
TaxDesk keeps the operational record clean, then uses that context to power Intelligence, source-backed review, and controlled AI workflows.
Structured tax context
Give TaxDesk Intelligence the records it needs: entities, ownership, CRA program accounts, filing obligations, and tax attributes in one permission-aware workspace.
- Corporations, trusts, partnerships, and individuals
- Ownership, governance, and relationship context
- CRA program accounts and filing rules
- Ledger-backed tax attributes and loss pools
From source document to source-backed review
Upload tax documents and TaxDesk extracts reviewable facts, links them to the right entity, and keeps source evidence attached so your team can decide what belongs in the record.
- Upload T2s, CRA notices, GST/HST returns, corporate records, and working papers
- Review tax-relevant details with source evidence, confidence, and status
- Approve facts carefully into entities, filings, obligations, and tax attributes
- Keep extraction suggestions separate from controlled tax records
Filing and payment obligations in context
Configure CRA program accounts once. TaxDesk generates filing and payment obligations with status, due dates, linked evidence, and action history.
- CRA accounts: RC, RT, RP, RM, T3, NR, RZ
- Obligations generated from program settings
- Status lifecycle from pending to filed
- Full status history with audit trail
TaxDesk Intelligence
TaxDesk turns source records into a weekly brief, a focused review queue, and answers grounded in workspace data and document citations.
- Weekly summary of what matters now
- Ask TaxDesk with source citations
- Document-backed suggestions for review
- Coverage gaps kept separate from action items
Your tax workspace, inside Claude
Connect Claude to live TaxDesk data through MCP so it can answer questions, compare records to evidence, and create review notes without changing tax facts.
- Live, per-prompt TaxDesk queries
- Access mirrors the user's TaxDesk permissions
- Deep links back to exact records
- Notes and review flags only
Claude connector
Use Claude with the tax context your team controls.
TaxDesk remains the structured workspace for entities, filings, documents, ownership, and tax attributes. Claude can connect to that context for review and follow-up, without silently changing tax facts.
Review with context
Claude can use TaxDesk context for review and follow-up across entities, filings, documents, ownership, and tax attributes.
No silent fact changes
Claude can help create notes and review flags while tax facts stay controlled in the TaxDesk workspace.
Permission-aware access
The connector mirrors TaxDesk permissions so workspace context remains governed by your team.
Ready for intelligence-led tax work?
Give your team the tax context it needs
TaxDesk keeps Canadian tax records structured, evidence-linked, and permission-aware so each answer starts from the work your team actually controls.