Structured Tools, Accessible Plans
From personal tax organization to SME team collaboration. Find the package tailored to your scope.
Monthly Workspace Options
All accounts are stored in compliant hosting environments located inside Canada, with standard backup features active.
Personal
Perfect for solo filers or contract professionals preparing individual statements.
- Guided checklists
- Secure uploads
- Basic validations
- Email support
- CSV expense formatting
Professional
Our most popular option for growing corporate teams and professional preparers.
- Multi-user workspace
- Advanced categorization
- Report exports
- Priority assistance
- Client tracking dashboards
Business
Comprehensive solution for regional corporations requiring advanced logs and security.
- Role permissions
- Approval workflows
- Extended storage
- Dedicated channel
- SLA support response
Included Standard Features
Even our basic tier offers professional-grade tools to ensure your files remain complete and easily structureable.
OCR Document Intake
Extract core data fields from receipts and slips dynamically to avoid manual typographical mistakes.
Compliance Checklist
Check off specific provincial schedules needed for Ontario, Quebec, BC, Alberta, and other regions.
Export Formats
Download clean, formatted spreadsheets and unified PDF archives matching official filing patterns.
Secure Sharing Links
Send secure, read-only audit-ready document summaries directly to your external accountant without emailing ZIP folders.
Ask About Customized Setups
Need a bespoke team package or high-volume document solution? Reach out directly.