Your corporate tax records, in Claude
Ask about any company in your group from the assistant you already use. Filings, payments, ownership, and tax balances are a question away.
TaxDesk MCP connector
Your corporate tax records, in the AI assistant you already use.
Ask about filings, ownership, and tax balances across every company you manage or every client you serve. Your assistant works from facts extracted from your documents, and every change it makes is logged and reversible.
Works with
Claude
ChatGPT
Codex
Microsoft Copilot
Filings needing attention · Whitlock group
Which filings need attention across the Whitlock group right now?
Reply to Claude…
Illustrative example · sample workspace data
Why connect it
Your corporate tax records, available in your AI assistant.
On its own, your assistant only knows what you paste into the chat. Connected to TaxDesk, it reads the structured facts from your documents in the context of your whole group, whether that’s your own companies or your clients’.
Every client’s records, in one conversation
Work across the client workspaces you’re authorized for, without exporting files or switching tools. Each client stays a separate workspace.
Documents become structured data
TaxDesk reads returns, notices, and agreements and pulls out the facts: amounts, dates, balances, and parties. Your agent reads those facts, not a pile of PDFs.
Read alongside your org structure
Each fact is tied to its entity, owners, and filings, so your agent answers with the whole group in view and can point you to the source.
Illustrative examples with sample data.
Compared with Claude on its own
Why not just upload your files to Claude?
You can, and Claude is good at reading them. But uploads are a snapshot that lives in one chat. TaxDesk gives your assistant a maintained record of your group that it can read and keep up to date.
TopicClaude on its ownClaude with TaxDesk
Where answers come fromWhatever you paste or upload into the chatYour live TaxDesk records, read when you ask
DocumentsRead again from the PDF in each conversationFacts already extracted, tied to the entity and tax year, with the source page
Across the groupOne file at a time; you piece the structure togetherEvery entity, owner, filing, and balance, already linked
Keeping currentA snapshot that goes stale when anything changesReads the current record, not a copy
Making changesGives you an answer to retype somewhere elseRecords the change in TaxDesk, logged and reversible
Your teamLives in one person’s chatYour team and advisors work from the same record
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.
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.
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.
Connected records, useful contextIllustrative
Your AI assistantClaude, ChatGPT, Codex
or another compatible agent
or another compatible agent
TaxDeskYour group’s tax record
EntitiesHoldco Inc. · Opco Inc.
FilingsT2 · GST/HST · Payroll
DocumentsReturns · Notices · Agreements
OwnershipShareholders · Effective dates
Tax attributesCDA · GRIP · Loss pools
Facts connected to supporting documents
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.