TaxGrit asks your clients plain-language questions, not tax-software fields, so intake comes back complete. Slips, receipts, and business details land clean and ready to organize.
Pre-filing only. TaxGrit doesn’t file 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
The same intake that feels effortless for your client becomes a tracked, tied-out file on your side: every stage, every missing slip, in one place.
Capability
Plain-language questions any client can answer. Conditional logic reveals only what applies.
Missing-info requests
Gaps, tracked both sides
Missing: 2024 T4 (second employer)
Requested Apr 3
Missing: prior-year NOA
Reminder sent Apr 6
Received: donation receipts
Uploaded Apr 5
Capability
Getting started, personal info, income, credits, and additional info, with a clear progress stepper.
Personal tax intake
On track to hand-off
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
Everything intake needs to land as a tracked, tied-out file: multi-year filing, missing-info chasing handled for you, and a clean export your team drops straight into the software they already run.
CRA-ready
export
Structured intake exports to spreadsheets your team imports straight into the filing software you already run.
File 2018 to 2025, one year at a time, with carry-forward of personal details so nothing is re-keyed.
If something is incomplete, TaxGrit asks the client, so your team does not have to.
Reopen a form for a correction, or review any submission in read-only mode.
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.