A workspace for each client group
Give every client group its own secure workspace, then move between clients without changing tools.
For CPA firms
Manage every client workspace from one place.
Every client group gets its own secure TaxDesk workspace, built on the same structure: entities, filings, CRA documents, ownership, and tax attributes. Your firm works across the client workspaces it is authorized to access, so every engagement starts with consistent information linked to supporting documents.
The problem
Client records shouldn't live in seventeen different formats.
01
Every client's tax records organized a different way
02
Client records scattered across folders and spreadsheets
03
Recurring filing obligations across many entities
04
Old T2s and NOAs hard to search
05
Review questions require digging through prior-year files
06
New staff onboarding that starts with “where is everything?”
How it fits
One consistent structure. One workspace per client.
Every client group gets its own secure TaxDesk workspace, and the structure is identical in each one. Your firm works across the workspaces it is authorized to access, so no client file depends on who set it up.
Your firm
Client AEntitiesFilingsDocuments
Client BEntitiesFilingsDocuments
Client CEntitiesFilingsDocuments
Each client group is its own secure workspace. Your firm works across the ones it is authorized to access.
Workspace
Built for a book of business.
The same structure for every client
Entities, filings, documents, ownership, and tax attributes live in the same place in every workspace, so staff always know where to look.
Role-based access for your team
Invite staff into the client workspaces they work on, with roles that match their review responsibility.
Source-backed document review
Review extracted facts with supporting documents, confidence, and status before they update the client's workspace.
Filing and payment obligation tracking
Track upcoming and overdue obligations generated from each client's corporate income tax, GST/HST, payroll, and other CRA program accounts.
Put the workspace to work
Bring the next client into a structure that holds.
Start one client workspace, see how the information comes together, and add the rest of your book at your own pace.
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