Tax Workflow · The pain
Stop answering "is my return done?" allseason.
The status calls, the second and third document requests, the not-knowing, replaced by one timeline both sides can read.
Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.
Turn the chase into a status.
Missing-info requests
Ask once, in-app, and track what is outstanding.
Missing: 2024 T4 (second employer)
Requested Apr 3
Missing: prior-year NOA
Reminder sent Apr 6
Received: donation receipts
Uploaded Apr 5
Automatic reminders
Nudges go out without your team lifting a finger.
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.
Status visibility
Clients see their own stage and stop calling to ask.
Fewer calls
Peak-week phone time drops.
Complete files sooner
Guided intake means fewer half-finished returns.
Calm peak weeks
Your team works the board, not the inbox.
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
Fewer calls. Same 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.