Every document on one record, signatures included.
Keep slips, statements, signed forms, T183s, authorizations, and supporting documents attached to the right engagement, so files are organized and review-ready without the hunt.
Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.
One vault, signed and sorted.
My Docs and Firm Docs
Client uploads and firm outputs, year-foldered and searchable.
Missing: 2024 T4 (second employer)
Requested Apr 3
Missing: prior-year NOA
Reminder sent Apr 6
Received: donation receipts
Uploaded Apr 5
In-browser preview
Open a PDF inline, no forced downloads, fast on any connection.
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.
T183 e-signature
Capture the client signature that authorises your firm to EFILE.
Signature tracking
See what is requested versus signed across all clients.
Prep files in context
Keep TaxCycle documents with the engagement they belong to.
Role-scoped access
People see only the documents their role allows.
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.