Each fee line links to a SmartForm answer, so invoices build themselves from what the client told you. Collect by Interac e-Transfer, tied to the file and the stage.
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
Fees assemble from the SmartForm answers: base, spouse, per-dependant and add-ons, so a draft is ready before you open the file. Each invoice stays linked to its filing and service line, so the fee and the work never drift apart.
Capability
Base, spouse, per-dependant and add-ons assemble from the intake answers, so a draft invoice is waiting before you’ve opened the file, with every line traceable to what the client told you.
Draft · Olsen Family · T1
Invoice
Capability
Every invoice is linked to a filing and a service line, so the fee, the work and the file move together, and nothing gets billed off the record.
Invoice · INV-2041
Westbridge Inc.
Linked to
Features
Billing that lives where the work does: invoices sorted by where the payment stands, collected by Interac e-Transfer, approved before they reach the client, and rolled up into the firm’s revenue.
Lifecycle
tabs
Unpaid, pending approval, paid: every invoice sorted into a stage, the same view for your firm and for the client, so nobody wonders where a payment stands.
Collect payment with transfer instructions right on the invoice, with no card processor to set up and no fees skimmed off the fee.
Invoices roll up into firm revenue reporting: billed, collected and outstanding, in one place.
Review fee amounts before they reach the client, so nothing goes out unchecked.
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.