Canadian tax workflow before filing

Handle more T1 and T2 work with the same team.

TaxGrit helps Canadian CPA firms collect intake, request missing items, track file status, extract tax data with confidence flags, and hand review-ready work off to the filing software they already trust.

Built for the pre-filing work before TaxCycle, ProFile, Cantax, Taxprep, or your existing filing software.

Book a scoping callSee how it works

Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.

app.taxgrit.com
TaxGrit command centre showing due-today, overdue, and a live file list

Trust & security

Built for client tax data.

Hosted in Canada

Data stays on AWS Canada (Central).

SOC 2 Type II compliant

Report available under NDA.

Role-based access

Scoped per role, enforced server-side.

No model training on client tax data

Your clients' data is never used to train models.

The pre-filing bottleneck

Preparation slows down when the file arrives incomplete.

TaxGrit owns the messy pre-filing stretch, intake, documents, extraction, and review, then hands review-ready work to the filing software your firm already trusts.

Incomplete intake

Clients upload what they remember; missing slips, receipts, T183s, and business details become another follow-up.

Missing-info chasing

Every unanswered question creates more email, phone, and portal follow-up.

Unclear file status

Owner, manager, preparer, reviewer, and client don't always see the same stage.

Deadline pressure

T2 FYE dates, HST periods, payroll tasks, and review gates need one controlled view.

The product

What TaxGrit controls before filing.

SmartForm Intake

Structured intake that collects client answers without asking clients to understand tax-software fields.

Document Collection

Slips, receipts, statements, and supporting files stay attached to the right engagement.

Missing-Info Requests

Turn incomplete answers and missing documents into tracked client requests.

OCR & AI-Assisted Extraction

Extract key tax data into fields, with low-confidence values surfaced for preparer review.

Client Status

Give clients and staff a shared view of where each file stands.

Review-Ready Hand-off

Prepare checked work for the filing software your firm already uses.

T2 corporate

T2 work needs its own rhythm.

TaxGrit gives corporate files their own intake, FYE tracking, GIFI-related review, bank-statement intake, client review, firm review, and deadline visibility before hand-off.

FYE Jun 30GIFI reviewBank statements receivedClient reviewFirm reviewDeadline approachingReady for hand-off
See the T2 workflow

Tax workflows

Built around the work your firm actually runs.

Built around the Canadian T1 and T2 workflow, year-round. Pick a workflow to see how the work runs from intake to a review-ready hand-off.

T1 Personal Tax

T1 · Personal

T1 Personal Tax

Intake, T-slip OCR, T183, client status, review prep, and a review-ready hand-off.

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T2 Corporate Tax

T2 · Corporate

T2 Corporate Tax

Corporate intake, FYE, GIFI-related review, bank statements, and deadline visibility.

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HST / GST

Workflow · HST / GST

HST / GST

A cadence board with overdue flags and gap detection.

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Payroll

Workflow · Payroll

Payroll

Pay runs, T4s, and PD7A review, with a firm-review step.

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Reduce Client Chasing

Workflow · The pain

Reduce Client Chasing

Fewer status calls; one timeline both sides can read.

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Busy Season Capacity

Workflow · The outcome

Busy Season Capacity

More review-ready files with the same team.

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FAQ

The questions firms ask first.

No. TaxGrit runs the pre-filing work and hands review-ready work off to the filing software you already use.

Get started

See where TaxGrit fits before your filing software.

In a 30-minute scoping call, we'll map one real T1 or T2 workflow from client intake to review-ready hand-off. Bring one real workflow; we'll show where TaxGrit fits and where your filing software remains unchanged.

Book a scoping call