Skip to main content

Pricing

One workspace. Unlimited entities. $49/month.

Choose a clear monthly plan for a corporate group or request pricing for a CPA firm or complex organization. Each workspace supports unlimited entities.

One plan for businesses. Firm-wide pricing for advisors.

For corporate groups

TaxDesk Pro

For Canadian businesses managing multiple related entities

$49 /month

Per corporate group workspace

  • Unlimited legal entities (all types)
  • TaxDesk Intelligence document processing
  • Return tracking (T2, GST/HST, payroll, T3, T5013, and more)
  • Obligation tracking and compliance dashboard
  • Tax pool management (CDA, RDTOH, GRIP)
  • Document management and TaxDesk Intelligence classification
  • Claude MCP connector for live workspace review
  • Interactive organization charts
  • Multi-user access (up to 10 users)
  • Dividend, loss pool, and cap table tracking
Request access

Submitting a request does not start billing or create an account.

For CPA firms

TaxDesk for CPA Firms

For accounting firms managing multiple client groups

Custom

Flexible firm-wide pricing

  • A separate secure workspace for each client group
  • Flexible firm-wide pricing (not per client)
  • Assisted onboarding for your team and book
  • Access to multi-client portfolio workflows
  • All TaxDesk Pro features in every client workspace
Contact us

We’ll review your firm’s client portfolio, workflow, and access requirements with you.

For complex organizations

Enterprise

For organizations that need additional users, implementation support, or tailored terms

Custom

  • All TaxDesk Pro features
  • Unlimited users with role-based access
  • Complex entity and ownership structures
  • Implementation support for complex groups
  • Custom commercial terms available

Questions before you start

Get clear answers before you choose a plan.

How many entities can I manage?

TaxDesk Pro supports unlimited legal entities (corporations, trusts, partnerships, individuals) per workspace.

Does a CPA firm pay $49 for each client?

No. The $49 monthly TaxDesk Pro plan is for one business or corporate group. CPA firms receive flexible firm-wide pricing. Each client group gets a separate workspace. Contact us so we can price your client portfolio.

Which filing obligations can TaxDesk track?

TaxDesk tracks T2, GST/HST, payroll, T3, T5013, T4/T5 summary, NR withholding, and RZ slip obligations. TaxDesk creates these obligations from the tax-program settings you enter.

Does TaxDesk file returns or connect to CRA?

No. TaxDesk does not file returns or connect to CRA portals. You record each entity’s tax programs, such as corporate income tax, GST/HST, and payroll. TaxDesk uses those settings to create an obligation calendar. It also keeps documents, ownership, and tax attributes with the entity. You continue to file through your usual channels.

How do you protect data?

All data is encrypted in transit and at rest. We follow industry-standard safeguards with organization-level isolation and role-based access control.

Can I export my data?

Yes. You can export org charts as PDFs, and a full export of your workspace data is available on request. Your data belongs to you.

Ready when you are

Bring your tax work into focus.

Start with one workspace your team can keep current.

Request access