Every file, every stage, one board.
The board is your season at a glance. Every file is a card that moves through your stages, so owner, manager, preparer, and reviewer all read the same status at the same time, with no blind spots.
Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.
One board, no blind spots.
T1 and T2 pipelines
A 17-stage personal board and a review-heavy corporate board, on one engine.
Missing: 2024 T4 (second employer)
Requested Apr 3
Missing: prior-year NOA
Reminder sent Apr 6
Received: donation receipts
Uploaded Apr 5
Rename your stages
Customise stage names to match how your firm actually works.
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.
Filter precisely
By assignee, stage, status, including a just-mine view.
Search by name, email, SIN
Find any file in seconds.
Helper text on every move
Each stage tells the user what happens next.
One source of truth
Analytics and client status both read off the board.
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.