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.
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
Client uploads and your firm's outputs land on the same engagement, year-foldered, searchable, and previewable in the browser, so the file is review-ready without the hunt.
Capability
Client uploads and firm outputs live on the same engagement, year-foldered and searchable, so nothing gets hunted for at review time.
Westbridge Inc. · 2024
Client and firm docs
T4 slips (2 employers)
Uploaded by client · Apr 3
Notice of Assessment 2023
Uploaded by client · Apr 3
Financial statements (FYE)
Prepared by firm · Apr 8
T183 · signed
Firm output · Apr 9
Capability
Open a PDF inline, with no forced downloads, fast on any connection, with the signed T183 right where you expect it.
In-browser preview
T183 · 2024.pdf
Features
The signature that authorises EFILE, captured in-product, with request-versus-signed in one view, every document on the engagement it belongs to, and access scoped to each person’s role.
T183
e-signature
Capture the client signature that authorises your firm to EFILE: requested, signed, and filed without printing or scanning a page.
T183 · 2024
RequestedSee what is requested versus signed across all clients, so nothing waits on a signature you forgot was outstanding.
Keep TaxCycle documents with the engagement they belong to, never hunted for at review time.
People see only the documents their role allows, so sensitive client files stay with the right hands.
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.