Product · OCR & AI-Assisted Extraction

AI reads the slips. Your preparer signs off.

TaxGrit uses OCR and AI models to read T4, T5, T2202, T5008 and more into structured fields, surfacing low-confidence values for your preparer to confirm. AI-assisted, never AI-decided.

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

app.taxgrit.com/extract
T4 · 2024 Employer: Westbridge Inc.
Box 14 Employment incomeBox 22 Income tax deducted Box 16 CPP contributionsBox 18 EI premiums

Extracted · flagged for review

Box 14 Employment income $84,200
Box 22 Tax deducted $14,905
Box 16 CPP · low confidence Review

Extraction you can trust, because you check it.

Capability

Reads the common slips

T4, T5, T2202, T5008, donation receipts and more, into structured fields.

app.taxgrit.com

Missing: 2024 T4 (second employer)

Requested Apr 3

Awaiting

Missing: prior-year NOA

Reminder sent Apr 6

Chasing

Received: donation receipts

Uploaded Apr 5

Done
Capability

Confidence flags

Low-certainty fields are surfaced for review, not buried.

app.taxgrit.com/workflow

Intake collected

SmartForm complete

Done

Documents organized

Matched to the file

Done

Figures extracted

3 flagged for review

Review

Review and hand-off

to your filing software

Next

Features

What's included.

Source beside the data

See the original document next to every extracted figure.

Preparer confirms

Nothing is final until your team signs off on it.

Usage in view

Track extraction usage and limits in Insights.

Fewer keystrokes

Less manual entry from PDFs and photos, more time on review.

SOC 2 Type II compliant

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.

SOC 2 Type II compliantHosted in CanadaRole-based accessNo model training on client tax data

More of what TaxGrit does

WHERE IT FITS →

PRODUCT

SmartForm Intake

Guided client intake, no box numbers.

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PRODUCT

Client Status & Reminders

Requests and status, on both sides.

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PRODUCT

Documents & e-Sign

One document vault, signatures included.

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PRODUCT

Workflow Board

Every file and stage on one board.

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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.