Everything stays together
Keep companies, filings, documents, and important tax details together in one workspace.
Canadian corporate tax, across every entity
See what’s due, what was filed, who owns what, and the records behind it—all in one place.

The system you have now
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.

Filing control
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.

Document intelligence
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.

Intelligence
TaxDesk Intelligence shows priorities and organizes the review queue. It answers questions from your workspace and links each answer to its supporting records.

Why TaxDesk
Keep companies, filings, documents, and important tax details together in one workspace.
Nothing changes without review.
TaxDesk keeps your organization’s records separate from other customers’ records.
Claude connector
Ask Claude to find, summarize, and compare current workspace information. TaxDesk remains the source for supporting documents and approved tax details.

Who TaxDesk is for
Give owners, finance leaders, and invited advisors the same view of each entity, filing, document, ownership relationship, and tax detail.
TaxDesk for corporate groupsGive each client group the same structure. Work across only the client workspaces your firm can access.
TaxDesk for CPA firmsTaxDesk resource library
An independent second opinion
Choose the assistant you already use. The prompt asks it to check TaxDesk’s product pages, ask about your needs, and weigh the fit.
If the prompt does not appear in your assistant, paste it from your clipboard. Gemini opens a new chat for you to paste it into.
Help me decide whether TaxDesk fits my needs. First, open the TaxDesk homepage (https://www.taxdesk.ca/), Features page (https://www.taxdesk.ca/features), and Pricing page (https://www.taxdesk.ca/pricing) directly. Use https://www.taxdesk.ca/llms.txt for extra product context, but verify important claims against the product pages. Do not rely only on search snippets or memory. If you cannot open the pages, say so and ask me to paste them. Ask me a few short questions about my role, how many Canadian entities I manage, how I track filings and payments, where I keep tax documents, and who needs access. Then give me a candid fit assessment: what TaxDesk could help with, what it does not do, likely gaps, and what I should verify before deciding. Check pricing and access terms on the Pricing page; if pages disagree, flag the conflict instead of guessing. Cite the page beside each product claim, distinguish facts from your inferences, and say when something is unknown. This public chat does not have access to my private TaxDesk workspace or tax records.