TaxDesk

Built in Canada for Canadian tax teams

Manage Canadian tax compliance across every entity from one place.

TaxDesk connects the entities you manage to the CRA accounts you configure, their filing and payment obligations, documents, ownership, and key tax attributes — so the record and the recurring work stay together.

Start your workspaceSee how TaxDesk works
app.taxdesk.ca
TaxDesk dashboard showing entities, documents, active obligations, and the priority queue for a Canadian corporate group.

One view of what needs attention, which entity it belongs to, and the source records behind it.

  • Obligations driven by configured CRA accounts
  • Documents connected to entities and filing periods
  • Answers that link back to the source record

The problem TaxDesk solves

Keep the filing tracker, supporting documents, and entity record together.

TaxDesk replaces the trackers scattered around the work with one record, organized by entity.

01Deadline spreadsheets and separate calendars

Filing and payment obligations generated from configured CRA accounts

02Returns, notices, and workpapers spread across folders

Documents linked to the entity, filing period, and obligation they support

03Ownership charts and tax attributes maintained elsewhere

Relationships, governance, CDA, RDTOH, GRIP, and losses kept with the entity record

From due date to source record

See what is due, then open the record behind it.

Each date opens into the entity, CRA account settings, status history, and supporting documents behind the work.

TaxDesk compliance calendar showing filing and payment obligations across entities.
  1. 01

    See the work across entities

    Review upcoming and overdue filing and payment obligations without rebuilding a separate tracker.

  2. 02

    Open the record behind the date

    Move from an obligation to the entity, CRA account settings, status history, and supporting documents.

  3. 03

    Give reviewers the same context

    Keep the period, source documents, ownership, and key tax attributes available when questions arise.

The working record

Keep obligations, documents, and review in the same workflow.

Move between obligations, documents, and review without losing the entity and filing period behind the work.

01Obligation control

See filing and payment work across every entity.

Configure each entity's CRA accounts, filing frequency, remitter type, and fiscal year-end. TaxDesk turns those settings into supported obligations with due dates, status, history, and linked evidence.

  • RC, RT, RP, RM, T3, NR, and RZ accounts
  • Upcoming and overdue views across entities
  • Status history from pending through filed
TaxDesk filing view showing obligations, periods, due dates, and status across entities.
02Document review

Review extracted facts beside the source document.

Upload returns, CRA notices, agreements, and working papers. TaxDesk keeps extraction suggestions reviewable—with source evidence, confidence, and status—before approved facts become part of the controlled record.

  • Entity, obligation, and tax-year context
  • Source-backed extraction suggestions
  • Human review before controlled record changes
TaxDesk document review showing source evidence and review context.
03Intelligence

Ask questions using the record your team maintains.

TaxDesk Intelligence uses the maintained workspace to surface a weekly brief, organize the review queue, and answer questions with links and citations back to the records behind the response.

  • Weekly view of current priorities
  • Answers grounded in workspace records
  • Evidence gaps kept distinct from action items
TaxDesk Intelligence showing a weekly brief and prioritized review items.
Explore every capability

Who TaxDesk is for

For CPA firms managing client groups and finance teams managing their own group.

CPA firms

A consistent record across every client workspace.

Give each client group the same structure, then work across the client workspaces your firm is authorized to access.

TaxDesk for CPA firms
Corporate groups

One group record for finance, tax, and invited advisors.

Keep every entity, filing, CRA document, ownership relationship, and key tax attribute in one secure workspace.

TaxDesk for corporate groups

Claude connector

Give Claude current tax context without giving up control of the record.

TaxDesk remains the system of record. Claude can help your team find, summarize, compare, and annotate the work through a permission-aware connection.

  1. 01

    Live workspace context

    Claude queries the TaxDesk records available to the signed-in user for each prompt.

  2. 02

    Source-linked review

    Responses can point back to relevant workspace records and document evidence.

  3. 03

    Tax facts stay controlled

    Claude can create notes and review flags, but it cannot silently change filings, ownership, payments, or source documents.

Explore the Claude connector
Claude reviewing a Canadian tax record using live TaxDesk context and source links.

TaxDesk resource library

Practical guidance for the Canadian tax work your team manages.

Browse all resources
01Corporate tax obligations02Organizing a multi-entity tax record03Tax document organization04Canadian tax calculators

Give every entity a tax record your team can keep current.

Start organizing the entities, obligations, and documents your team manages.

Start your workspace See pricing