Resources
Guides for the firm running the season.
Practical playbooks for Canadian CPA firms, on intake, deadline control, and moving review-ready work into your filing software. Most are in progress; sign up to be notified.
Playbooks
Running the pre-filing workflow.
Running T1 intake on TaxGrit
Stages, hand-offs, and review checklists for the personal season.
Guide Coming soon
Controlling T2 deadlines
FYE-driven dates, reminders, and a board that won't let one slip.
Guide Coming soon
Cutting the document chase
Guided intake and missing-document requests that do the asking.
Guide Coming soon
Moving off the patchwork
Without changing how you file.
From email and spreadsheet to TaxGrit
Migrating client lists, documents, and status tracking.
Guide Coming soon
Keeping your filing software
How the hand-off works, so your filing steps stay the same.
Guide Coming soon
An off-season switching checklist
Set up before the next peak, with a low-risk start.
Guide Coming soon
Newsletter
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A short note when a new guide is published. No noise.