Built in Canada for Canadian tax and finance teamsEverything stays connected
Companies, filings, documents, and important tax details stay together instead of getting scattered across tools.
Built in Canada for Canadian tax and finance teams
Manage Canadian tax compliance across every entity.
Keep your companies, filings, supporting documents, and important tax details together in one place.
CompanyCRA accountFiling or paymentSupporting document
taxdesk.ca · connected workspace
The problem TaxDesk solves
From document folders to a tax record that stays up to date.
Use the documents you already have to build the record, then keep the evidence connected as the work changes.
Before TaxDeskWith TaxDesk
01
BeforeRe-keying facts from returns and CRA correspondence
With TaxDesk
Facts pulled from documents and linked to their source
02
BeforeSetting up every company and account by hand
With TaxDesk
Approved facts update the record and inform the work that follows
03
BeforeOwnership, balances, and losses maintained in separate spreadsheets
With TaxDesk
Relationships and important tax details kept with the company
Filing control
See what needs to be filed and paid across every company.
Tell TaxDesk which CRA accounts each company has and when it reports. It turns that information into a clear list of filings and payments, with due dates, progress, history, and supporting documents.
- Corporate tax, GST/HST, payroll, and more
- Upcoming and overdue work in one view
- A clear history of what has been filed
01
Document intelligence
Turn tax documents into facts your team can use.
Upload returns, CRA notices, agreements, and working papers. TaxDesk pulls out useful details, shows where each detail came from, and lets your team review it before it updates your records.
- 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 uses the information in your workspace to show priorities, organize the review queue, and answer questions with links back to the documents and records behind each answer.
- A weekly view of what needs attention
- Answers grounded in your own records
- Missing information kept separate from action items
03
Why TaxDesk
Built for the precision that Canadian tax work demands.
Your team sets the checkpoints
Routine work can move forward while judgment calls stay visible for deliberate review.
Your information stays yours
TaxDesk is built around the boundaries of your records, not a shared pool of other customers' information.
Claude connector
Bring live TaxDesk context into Claude.
Find, summarize, and compare live workspace information in Claude. Supporting documents and approved tax details stay in TaxDesk.
- 01
Live context
- 02
Source-linked
- 03
Controlled changes
Who TaxDesk is for
For CPA firms managing client groups and finance teams managing their own group.
01 CPA firms
A consistent structure across every client workspace.
Give each client group the same structure, then work across the client workspaces your firm is authorized to access.
TaxDesk for CPA firms02 Corporate groups
One group workspace for finance, tax, and invited advisors.
Keep every entity, filing, CRA document, ownership relationship, and key tax attribute in one secure workspace.
TaxDesk for corporate groupsTaxDesk resource library