A client is a group of taxpayers.
One client can mean a holding company, several operating companies, a partnership, and a trust, each with its own obligations and documents.
Entity types and their obligationsFor CPA firms
Give every client tax record the same clear structure.
Each client group gets its own secure workspace for companies, filings, CRA documents, ownership, and tax balances. Your team works across the workspaces it’s authorized to use, and every engagement starts from the same information, linked to its source documents.
A separate workspace per client group Role-based access for your team
One firm, a workspace per client group
Illustrative structure
- Authorized access
CPA firmYour firmAuthorized team membersRolesReview
Workspace 03Client CProperty group · 9 entitiesEntitiesFilingsAccess granted to Your firm · Authorized
Workspace 04Client DFamily Holdco · 3 entitiesEntitiesFilingsAccess granted to Your firm · Authorized
Sound familiar?
Three moments in an engagement.
- 01
A new client group comes on.
Without a shared recordTheir records arrive as folders of returns, notices, and spreadsheets, in a format nobody else at the firm has seen.
In TaxDeskSet up their workspace the same way as every other client. TaxDesk reads their documents and links each fact to its source, and your team decides on anything that conflicts.
- 02
A staff member picks up a file they haven’t touched.
Without a shared recordThey spend the first hours asking where things are, because each client was set up by whoever got there first.
In TaxDeskCompanies, filings, documents, ownership, and tax balances are in the same place in every workspace.
- 03
Review season starts, and someone asks what changed.
Without a shared recordAnswering means digging through last year’s T2, the NOA, and the working papers for one number.
In TaxDeskPrior returns and notices are attached to each company and year, and every balance shows its date and source.
Why it gets complicated
Every client is set up differently.
Each client is a different group with its own companies and CRA accounts. Without a common structure, every engagement starts from scratch.
The work multiplies across the book.
Corporate income tax, GST/HST, payroll, and other filings recur for every company, on dates set by each company’s own year-end and settings.
Corporate tax obligationsPrior years live in folders.
Old T2s and NOAs are where opening balances and review answers come from, and they’re hard to search across folders and formats.
What belongs in a tax fileTax balances need their history.
CDA, RDTOH, GRIP, and loss pools are only as reliable as the record of where each number came from and when it was set.
CDA, GRIP, RDTOH and lossesThis is general information, not tax or legal advice. Ask your accountant how these rules apply to your group.
Inside TaxDesk · Companies
The same company list in every client workspace.
Each company shows its business number, CRA accounts, year-end, open work, and linked documents. A status flags what’s incomplete.
- Search by name, business number, or CRA account
- Open work and documents counted per company
- A status on every company
- 1Every entity in one list, with a count
- 2Find an entity by name
- 3Filter to entities with missing documents or items to confirm
- 4Each entity with its CRA program accounts and a status
Across an engagement
The same steps for every client.
A consistent structure turns onboarding, preparation, and review into repeatable work instead of a project for each client.
- 01
Onboard
A client group joins the firm.
- Company profiles and CRA accounts
- Prior returns and notices uploaded
- Suggested facts reviewed with sources
- 02
Prepare
The year’s work is under way.
- Filing and payment work for each company
- Status and supporting evidence
- Documents tied to the period
- 03
Review
A reviewer picks up the file.
- Items ordered by urgency
- Balances with dates and sources
- Prior returns by company and year
- 04
Next year
The engagement renews.
- The same structure, already filled in
- Ownership and history intact
- New staff who know where to look
Inside TaxDesk · Review
See what needs review, and where.
The compliance radar lists what needs a look, most urgent first. Each item names its company and due date, and coverage is shown for filings, payments, company profiles, and documents.
- Most urgent first
- Filter by company and severity
- Coverage by area
- 1Overdue work, with the amount outstanding
- 2Work due in the next 30 days, day by day
- 3Signals requiring review, a watchlist, and history
- 4Coverage by area: filings, payments, profiles, and documents
What’s in the record
One structure for the whole book.
Every client workspace holds the same kinds of information in the same places. The record no longer depends on whoever set it up.
- Companies and CRA accounts
- Filing and payment due dates
- Returns, NOAs, and CRA notices
- Ownership and share classes
- Tax balances and loss pools
- Suggested facts, with source and status
Who does what
Returns and filing
YouYour firm prepares and files with its usual tools.
TaxDeskTaxDesk records the status, dates, and documents behind each filing.
Client workspaces
YouYour firm chooses who’s invited to each workspace, and their role.
TaxDeskEach client group has its own workspace. Staff only see the ones they’re authorized to use.
Changes
YouYour reviewer decides on suggested changes.
TaxDeskTaxDesk reads documents and shows each fact with its source, confidence, and status. A fact that conflicts with the record waits for approval.
Who it is for
Especially useful when every client is set up differently.
- Firms serving several multi-entity client groups
- Teams that want one structure across engagements
- Firms onboarding clients with years of prior returns
- Practices where staff rotate across client files
What it doesn’t do
TaxDesk organizes tax records and work. It isn’t tax-preparation software, and it doesn’t file returns or connect to CRA. Your firm prepares and files with its usual tools.
Free tools and guides
Run the numbers first.
Calculators and guides for groups like yours. They’re planning aids, not tax advice.
Common questions
Know where TaxDesk fits.
How do CPA firms use TaxDesk?
A firm creates a workspace for each client group and keeps the client’s companies, filings, CRA documents, ownership, and tax balances in the same structure every time. Staff work across the workspaces they’re authorized to use.
Does each client get a separate workspace?
Yes. Each client group has its own workspace, and your firm can move between the client workspaces it’s authorized to use.
Can we control which staff see which clients?
Yes. Invite staff into the client workspaces they work on, with roles that match their review responsibility.
How does document review work?
TaxDesk reads uploaded documents and shows each fact with its source document, confidence, and status. Suggested changes wait in a review queue, and a fact that conflicts with the client’s record only changes once your reviewer approves it.
Is TaxDesk tax-preparation software?
No. TaxDesk doesn’t prepare or file returns, and it doesn’t connect to CRA. It organizes the client’s tax record and work, and your firm prepares and files with its usual tools.
How is pricing set for firms?
Firms keep a separate workspace for each client group and pay one firm-wide price, set with us based on the number of client groups you serve. Third parties are free in every client workspace. Request access and tell us about your book.
Request access
Bring the next client into the same clear structure.
Start with one client workspace, see how the information comes together, and add the rest of your book at your own pace.