For CPA firms

The intelligence layer for Canadian tax firms.

TaxDesk helps firms organize entities, filings, CRA documents, ownership, and key tax attributes across client groups, so review work starts from structured, source-backed context.

Start with a client group Explore features

TaxDesk entity workspace for a Canadian client group.

Why teams switch

Less folder archaeology. More controlled tax context.

Client tax records scattered across folders and spreadsheets

Recurring filing obligations across many entities

Old T2s and NOAs hard to search

Ownership and tax attributes difficult to keep current

Review questions require digging through prior-year files

Workspace

A structured tax record for the work your team repeats.

Client tax records in one workspace

Keep each client group organized around entities, filings, documents, ownership, and tax attributes.

Source-backed document review

Review extracted facts with source evidence, confidence, and status before they become part of the record.

Filing and payment obligation tracking

Track upcoming and overdue filing and payment obligations from configured CRA program accounts.

Entity, ownership, and attribute context

Connect ownership records, governance details, and key tax attributes to the client entities they belong to.

TaxDesk Intelligence for review workflows

Ask questions from workspace context and keep follow-up tied to notes, documents, and review flags.

Start from the tax records your team controls.

TaxDesk connects entities, filings, documents, ownership, and key tax attributes so review work starts from source-backed context.

Start with a client group Explore features