One status both sides can read.
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.
Visibility that ends the back-and-forth.
Named-stage timeline
Each file shows where it is, with actor names and timestamps.
Missing: 2024 T4 (second employer)
Requested Apr 3
Missing: prior-year NOA
Reminder sent Apr 6
Received: donation receipts
Uploaded Apr 5
Same view, both sides
The client sees the same progression your team does.
Intake collected
SmartForm complete
Documents organized
Matched to the file
Figures extracted
3 flagged for review
Review and hand-off
to your filing software
Features
What's included.
Missing-document requests
Ask for what is missing in-app, and track what is outstanding.
Automatic reminders
Gentle nudges go out so your team does not have to chase.
Fewer status calls
Peak-week phone time drops when clients can self-serve status.
Drafts and submissions
See what is started, what is submitted, and what is stuck.
Built to be trusted with client tax data.
TaxGrit prepares review-ready work and hands it off to the filing software your firm already uses. It does not file to the CRA or replace your preparer.
More of what TaxGrit does
WHERE IT FITS →Get started
See it on one of your own returns.
In 30 minutes, bring one real T1 or T2. We will walk the intake, the missing-info chase, and the review-ready hand-off on your own file, then you decide. Now SOC 2 Type II compliant.