Platform
Everything your tax team needs
Entity management, compliance automation, intelligent document processing, and advanced tax pool accounting — built for how Canadian tax teams actually work.
Core platform
Manage every entity and obligation
Centralize entity profiles, CRA program accounts, and filing obligations in one structured workspace.
Entity Management
Corporations, trusts, partnerships, and individuals with type-specific profiles.
- Cap table & governance for corps
- T3 filings & beneficiaries for trusts
- T5013 & allocations for partnerships
- Multi-entity organization management
Compliance Automation
CRA program accounts drive automatic obligation generation with correct deadlines.
- CRA accounts: RC, RT, RP, RM, T3, NR, RZ
- Auto-generate filing obligations
- Filing frequency management
- Remitter type configuration
Smart Dashboard
Real-time compliance overview showing what needs attention across every entity.
- At-a-glance compliance status
- Upcoming & overdue obligations
- Entity-level metrics
- Team workload visibility
Organization Charts
Interactive visualization of ownership structures generated from underlying data.
- Visual group structures
- Ownership percentages & chains
- PDF export for client decks
- Auto-generated from entity data
Document Management
Secure, entity-aware document storage with AI-powered classification.
- Entity & obligation linking
- Tax year tagging
- AI-assisted classification
- Version control
Governance & Roles
Track directors, officers, trustees, and other governance roles with appointment history.
- Director & officer tracking
- Trust governance roles
- Appointment date history
- Multi-role support
Intelligence
TaxDesk Intelligence
Upload documents and let AI classify them automatically. TaxDesk Intelligence extracts key data, links documents to entities and filings, and surfaces confidence-based suggestions.
Auto-classification
T2 returns, NOAs, GST34 forms classified instantly
Data extraction
Tax pools, dates, and amounts pulled from documents
Smart linking
Documents auto-linked to the right entity and filing
Confidence scoring
Review AI suggestions with clear confidence levels
Advanced
Tax pools, dividends & equity
Ledger-based tracking for the complex tax attributes that spreadsheets can't handle reliably.
Tax Pool Management
- CDA, RDTOH, GRIP ledger entries
- Historical balance views
- Full audit trail
- Automatic dividend impact
Dividend Management
- Eligible & non-eligible dividends
- Capital dividend elections
- T2054 integration
- Status tracking & history
Loss Pool Tracking
- Non-Capital Losses (NCL)
- Net Capital Losses (NCapL)
- 20-year expiry tracking
- Loss application records
Cap Table & Equity
- Share classes & rights
- Equity transactions
- PUC & ACB calculations
- Ownership percentages
Built for Canadian tax teams
Tailored for the people who carry the deadline risk
For accounting firms
Centralized client management
Every entity, filing, and document across all clients in one place
Scale without spreadsheets
Handle more clients without multiplying manual coordination
Audit-ready by default
Full status history and evidence linking for every obligation
For corporate controllers
Never miss a deadline
Obligations auto-generated from CRA accounts with correct due dates
Ownership clarity
Interactive org charts that stay current as structures evolve
Tax pool confidence
Ledger-based CDA, RDTOH, GRIP tracking replaces fragile spreadsheets
Ready to see TaxDesk in action?
Bring every entity, obligation, and document into one calm, connected workspace.