TaxDesk brings entities, CRA accounts, filing and payment obligations, source documents, ownership, and key tax attributes into one workspace—so your team can see what needs attention and ask questions grounded in the records behind the answer.
Built for controlled review
The control model
TaxDesk is built around the relationship between an entity, its tax setup, the obligations that follow, and the documents that support the work.
Keep the legal profile, ownership, governance, CRA accounts, and tax attributes together.
CRA program account settings drive dated filing and payment obligations with a visible status history.
Link returns, notices, working papers, and other evidence to the entity and obligation they support.
The system of record
Each entity becomes a durable tax record rather than a row in a tracker: the profile, accounts, obligations, documents, relationships, and ledger-backed tax attributes your team returns to throughout the year.
Where the value compounds
TaxDesk keeps the operating record clean first. Automation and Intelligence build on that maintained context.
Set up each entity's program accounts, filing frequency, remitter type, and fiscal year-end. TaxDesk generates supported filing and payment obligations and keeps their due dates, status, history, and linked evidence together.
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.
TaxDesk Intelligence uses the maintained workspace to surface a weekly brief, focus the review queue, and answer questions with links and citations back to the records behind the response.
Two operating models
Give each client group the same structure, then work across the client workspaces your firm is authorized to access.
TaxDesk for CPA firmsKeep every entity, filing, CRA document, ownership relationship, and key tax attribute in one secure workspace.
TaxDesk for corporate groupsClaude connector
TaxDesk remains the system of record. Claude can help your team find, summarize, compare, and annotate the work through a permission-aware connection.
Claude queries the TaxDesk records available to the signed-in user for each prompt.
Responses can point back to relevant workspace records and document evidence.
Claude can create notes and review flags, but it cannot silently change filings, ownership, payments, or source documents.
Create a workspace for free. Billing begins when you activate TaxDesk Pro.
