One workspace for the whole group
Keep corporations, trusts, partnerships, and their tax information connected across the group.
For corporate groups
Manage your entire group's tax work in one place.
One secure workspace holds your group's entities, filings, CRA documents, ownership, and key tax attributes — so finance, tax, and the external advisors you invite work from one current source of truth instead of scattered files.
The problem
Your group's tax context shouldn't depend on anyone's memory.
01
Multiple corporations and entities, no shared view
02
CRA documents spread across inboxes and folders
03
Filings and payments tracked manually
04
Tax attributes buried in workpapers
05
Advisors repeatedly asking for the same information
06
Institutional knowledge that leaves when people do
How it fits
One workspace. Everyone working from it.
Your group's entities, filings, documents, ownership, and tax attributes live in one secure workspace. Finance and tax work in it day to day, and you invite external advisors with the access they need — no more re-sending the same files.
Your group workspace
Holdco Inc.
Opco Inc.
Family Trust
Realco Inc.
FinanceTaxExternal advisor (invited)
One secure workspace for the whole group, with access scoped to the people you invite.
Workspace
Everything connected to the entity it belongs to.
Supporting documents linked to the right work
Attach CRA notices, returns, working papers, and corporate records to the entities and filings they support.
Filing and payment visibility
See upcoming and overdue filing and payment obligations without rebuilding a tracker each period.
Ownership and tax attribute context
Maintain ownership, governance, and key Canadian tax attributes beside the documents that support them.
One source of truth for advisors
Invite external advisors into the workspace with the access they need, so recurring questions do not restart from scattered files.
Put the workspace to work
Give your group one current source of truth.
Set up the workspace once, and keep every filing, notice, and ownership change visible to the whole team.
Advising clients at a CPA firm? TaxDesk for CPA firms