Canadian corporate tax, across every entityEverything stays connected
Keep companies, filings, documents, and important tax details together in one workspace.
Canadian corporate tax, across every entity
Manage every company from one tax workspace.
Keep entities, filings, CRA correspondence, ownership, tax details, and advisor work together. Your team spends less time rebuilding the group from spreadsheets and folders.
CompanyTax programFiling or paymentSupporting document
taxdesk.ca · connected workspace
The system you have now
Growth can scatter your group’s tax history.
Your accountant may prepare the returns. Your team still needs to know what is due, what was filed, who owns what, and where to find the supporting records.
Before TaxDeskWith TaxDesk
01
BeforeReturns with the accountant and CRA correspondence in email
With TaxDesk
Every document kept with the right company, period, and record
02
BeforeDeadlines in calendars and filing status in spreadsheets
With TaxDesk
Every filing and payment visible across the group in one view
03
BeforeOwnership, tax balances, and prior-year context held in memory
With TaxDesk
A maintained tax record that stays with the business as people change
Filing control
See what needs to be filed and paid across every company.
Record each company’s tax programs and filing schedule. TaxDesk then creates a clear list of filings and payments. Each item includes its due date, status, history, and supporting documents.
- Corporate tax, GST/HST, payroll, and more
- Upcoming and overdue work in one view
- A clear record of filing status and supporting evidence
01
Document intelligence
Turn tax documents into facts your team can use.
Upload returns, CRA notices, agreements, and working papers. TaxDesk proposes useful facts and links each fact to its source. Your team approves each change before TaxDesk updates the record.
- The right company and tax year attached
- Suggestions linked to the source document
- Your team stays in control of changes
02
Intelligence
See what matters, with the evidence beside it.
TaxDesk Intelligence shows priorities and organizes the review queue. It answers questions from your workspace and links each answer to its supporting records.
- A weekly view of what needs attention
- Answers grounded in your own records
- Missing information kept separate from action items
03
Why TaxDesk
Keep precise Canadian tax records without piecing them together.
Your team sets the checkpoints
Move routine work forward. Keep every judgment call visible for review.
Your information stays yours
TaxDesk keeps your organization’s records separate from other customers’ records.
Claude connector
Bring live TaxDesk context into Claude.
Ask Claude to find, summarize, and compare current workspace information. TaxDesk remains the source for supporting documents and approved tax details.
- 01
Live context
- 02
Source-linked
- 03
Controlled changes
Who TaxDesk is for
Give every person who manages complex Canadian tax work the same record.
01 Corporate groups
One ongoing tax record for the whole group.
Give owners, finance leaders, and invited advisors the same view of each entity, filing, document, ownership relationship, and tax detail.
TaxDesk for corporate groups02 CPA firms
A consistent structure across every client workspace.
Give each client group the same structure. Work across only the client workspaces your firm can access.
TaxDesk for CPA firmsTaxDesk resource library
Practical guidance for the Canadian tax work your team manages.
Browse all resourcesSee the connected workspace