Open one file. The whole engagement is right there.
The Pre-Filing Workspace is the firm-wide list of every tax file across years, assignees, and stages. Open one and its documents, intake, status, history, and notes sit on a single record, with no hunting across tools.
Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.
Everything about a file, in one place.
Firm-wide list
Every file, with tax year, assignee, stage, invoice and e-sign status.
Missing: 2024 T4 (second employer)
Requested Apr 3
Missing: prior-year NOA
Reminder sent Apr 6
Received: donation receipts
Uploaded Apr 5
Configurable columns
Show the columns your team works by, and export when you need to.
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.
Eight-tab workspace
Base info, docs, chat, SmartForm, invoices, notes, comments, history.
Full stage history
Time-in-stage and actor names for every move.
Tags and key dates
Invited, onboarded, submitted, at a glance.
Built for triage
Move a file forward without leaving the record.
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.