Give clients and staff one shared view of where every file stands, and request missing documents in a click, so the status calls stop and nothing slips through the cracks.
Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.
Pre-filing only. SOC 2 Type II, hosted in Canada: review-ready work, handed to your filing software.Review-ready work, handed straight to your filing software.
Capability
Every file carries a named stage with the actor and the timestamp, and clients see the very same progression your team does, so the status calls and "any update?" emails simply stop coming.
Capability
Each file shows where it is, with actor names and timestamps, so "where does this stand?" is answered before anyone has to ask.
Westbridge Inc. · T1
File timeline
Missing: 2024 T4 (second employer)
Requested Apr 3 · by Priya
Missing: prior-year NOA
Reminder sent Apr 6 · by TaxGrit
Received: donation receipts
Uploaded Apr 5 · by client
Capability
The client sees the same progression your team does. One status, shared, with no more screenshots, status emails, or "any update?" calls.
Shared with the client
Where the file stands
Intake collected
SmartForm complete
Documents organized
Matched to the file
Figures extracted
3 flagged for review
Review-ready hand-off
Waiting on figures
Features
Everything that keeps a file moving without your team chasing it: reminders that send themselves until the client responds, missing items requested in-app, and a status clients can check on their own.
Automatic
reminders
Scheduled nudges go out on their own until the client responds, so your team stops re-sending the same “still need your slips” email.
1st nudge
Apr 3
Sent2nd nudge
Apr 7
SentClient uploaded
Apr 8 · slips received
DoneAsk for what is missing right in the app, and track what is still outstanding, with no spreadsheet of who-owes-what.
Peak-week phone time drops when clients can self-serve where their file stands.
See what is started, what is submitted, and what is stuck, all at a glance.
More from TaxGrit
SmartForm Intake is one module of the pre-filing workspace. Here’s everything else that moves a file from first request to review-ready hand-off.