The intelligence layer forCanadian tax work.
Organize entities, obligations, documents, ownership, and tax attributes in one workspace. Then ask TaxDesk Intelligence - or connect Claude through MCP - to review the work with live context and source evidence.
Built for evidence-led Canadian tax teams
“TaxDesk gives every AI answer a place to stand: the entity record, the filing obligation, and the source document behind it.”
“Claude is useful when it can see the actual tax workspace. The MCP connector brings that live TaxDesk context into the conversation.”
“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 lets Claude review live context through MCP.
- •Weekly intelligence brief
- •Ask TaxDesk with citations
- •Claude 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 Claude 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
Every deadline 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
Ready for intelligence-led tax work?
Give your team - and Claude - the tax context they need
TaxDesk keeps Canadian tax records structured, evidence-linked, and permission-aware so every answer starts from the work your team actually controls.