Tax Workflow · The outcome
More review-ready files, with the same team.
When intake comes back complete and slips arrive as data, your preparers spend their hours on review, with less chasing and less manual entry.
Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.
Capacity from the workflow, not the headcount.
Complete intake
Guided SmartForm means fewer back-and-forths per file.
Missing: 2024 T4 (second employer)
Requested Apr 3
Missing: prior-year NOA
Reminder sent Apr 6
Received: donation receipts
Uploaded Apr 5
Data, not documents
Extraction turns slips into fields to review.
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.
One board
Everyone works from the same source of truth.
Deadline control
T2 and HST dates tracked so nothing slips.
Reclaimed hours
Less admin per return, more returns per preparer.
Same headcount
Capacity from workflow, not from hiring.
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.
Get started
Reclaim the hours. Keep the team.
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.