Investigate the whole workspace
Read entities, ownership, filings, payments, tax balances, CRA accounts, audits, and documents. Search documents and compare them with the recorded facts.
TaxDesk MCP connector
Run your tax workspace from the agent you already use.
Connect Claude, ChatGPT, Codex, or Microsoft Copilot to TaxDesk. Your agent can read the live workspace and do most of what you do in the app, within your permissions.
- Works with the agent you choose
- Reads and changes records within your permissions
- Every change logged and reversible
ClaudeFilings needing attention · Holdco group TaxDesk
Which filings need attention across the Holdco group this month?
Thinking
Reply to Claude…
Illustrative example · sample workspace data
Your choice of agent
One connector. Any agent.
Sign in to TaxDesk from the assistant your team already uses. Your workspace and permissions come with you.
Claude
ChatGPT
Codex
Microsoft Copilot- Other MCP assistants
Your TaxDesk workspaceConnected through MCPFrom request to recorded change
Ask in plain language. The record stays current.
Your agent checks the evidence, makes the change through TaxDesk, and confirms the result. TaxDesk logs the change so you can review or reverse it later.
We submitted Opco’s T2. Update TaxDesk.
- T2 returnFY2025 · confirmation
- Corporate profileOpco Inc.
- Prior year filings2024 · 2023
Ready to applyYour assistant asks before changing a record
Deny
What your agent can do
Most of the work you do in TaxDesk, from a conversation.
The connector gives your agent the same records and actions your TaxDesk account has. You can review everything it does in the app.
Set up and maintain entities
Create entities and parties, add CRA program accounts so deadlines are generated, and record share classes, share transactions, and governance roles.
Keep compliance current
Update filing status, add filings, record payments and their outcomes, and link payments to the filings they cover.
Maintain tax balances
Record tax attribute entries, dividends, loss pools and applications, and CCA/UCC balances, each with a dated history.
Handle CRA reviews and audits
Open a review or audit case, list the requested items, set the response date, and link the supporting documents.
Leave clear follow-up
Add notes to entities and documents, and flag entities, documents, or filings for your team to review.
Connected to the source
Work in your agent. Verify in TaxDesk.
Your agent reads current records, not a copy, and links back to the workspace. TaxDesk remains the place to check source documents and the history of every change.
You ask your agent · 1 of 3 T2 return flagged for review
Structured records
Your agent sees the whole group, not a pile of files.
Entities, filings, documents, ownership, and tax balances arrive as connected records, so your agent can answer across the group instead of searching folders.
Canadian tax research
Check the rules without leaving the conversation.
The connector can look up Canadian tax legislation and case law, so your agent can compare the rules with the facts in your workspace. Treat the results as research to verify, not advice.
- Canadian tax statutes and regulations, with the provision cited
- Relevant court decisions when a question turns on interpretation
- Kept separate from the facts recorded in your workspace
Your permissions, your record
Every change is visible and can be reversed.
Your agent works under your TaxDesk account. TaxDesk records what it changed and keeps the previous version.
- Your agent signs in as you. It can only see and change what your TaxDesk account can.
- Reading, private document content, notes and flags, and record changes are separate permissions you choose when you connect.
- Changes go through the same checks as the TaxDesk app and need an active subscription.
- TaxDesk saves the previous version before each change, logs it in the entity’s activity, and lets you reverse it.
- Your assistant may ask you to confirm before it changes a record. You control that setting in your assistant.
- Your agent cannot submit a return to the CRA or another authority. TaxDesk has no CRA connection.
Bring your agent into the workflow
Give your agent the tax record it needs.
Connect your TaxDesk workspace to the assistant your team already uses, and keep a full history of every change.