Essentials
A holding company and the businesses it owns.
$199/month
Billed monthly.
- Up to 5 managed entities
- Unlimited third parties and individuals
- Your whole team, no per‑seat charge
Pricing
Map your whole group. Pay for what you manage.
TaxDesk is priced by the entities whose tax affairs you manage in it. Third parties and individuals are unlimited on every plan, so the structure you record can be complete.
Corporate groups start at $499 a month.
Plans
Canadian dollars, before GST/HST.
For corporate groups
Group
An operating group with holding, operating, and property companies.
$499/month
Billed monthly.
- Up to 15 managed entities
- Unlimited third parties and individuals
- Your whole team, no per‑seat charge
Scale
Larger groups, property portfolios, and roll-ups.
$999/month
Billed monthly.
- Up to 40 managed entities
- Unlimited third parties and individuals
- Your whole team, no per‑seat charge
Enterprise
More than 40 managed entities, or custom terms.
Custom
Priced with you.
- Managed entities sized to your group
- Implementation support
- Custom commercial terms
How entities are counted
Record everyone in the structure. Pay for the entities you manage.
A plan includes a number of managed entities. Everything else in your structure is recorded at no charge, so you never leave out an outside investor or a family member to stay on a plan.
Counts toward your plan
Managed entities
A corporation, trust, or partnership whose tax affairs you manage in TaxDesk: its CRA program accounts, filings and payments, documents, and tax balances.
Unlimited on every plan
Third parties
Investors, outside shareholders, joint-venture partners, and counterparties. They appear on the org chart and cap table so ownership is complete, without a tax record of their own.
Unlimited on every plan
Individuals
Shareholders, trustees, directors, and family members. People never count toward a plan, whether or not you track their own filings.
| In the structure | Recorded as | Counts |
|---|---|---|
| Harbourline Family TrustFamily trust at the top of the group | Managed | 1 |
| Harbourline Holdings Inc.Holding company | Managed | 1 |
| Three operating companiesConstruction, property management, and leasing | Managed | 3 |
| Six property companiesOne for each building | Managed | 6 |
| Two founders and three adult childrenShareholders, trustees, and directors | Individuals | — |
| Northgate Capital LPOutside investor in one property | Third party | — |
| Two joint-venture partnersCorporations that co-own one project | Third parties | — |
| 11 managed entities: the Group plan, which includes up to 15. | 11 | |
Every plan
The whole product, on every plan.
Plans differ only in how many entities you manage. Nothing here is held back for a higher plan.
01
Entity record
- Corporations, trusts, partnerships, and individuals
- CRA program accounts and filing settings
- Org chart, cap table, and share ledger
- Directors, officers, and signing authority
02
Filings and payments
- Filing and payment obligations from your CRA settings
- Calendar, upcoming, and overdue work across entities
- Deadline reminders by email
- CRA reviews and audits tracked as cases
03
Documents and tax balances
- Document reading with a review queue
- Group setup from the returns you already have
- CDA, RDTOH, GRIP, loss pools, and CCA by year
- Dividends that update their T5, T2054, or NR4 slips
04
Team and AI
- Your whole team, with role-based permissions
- Questions answered from the workspace, with sources
- Connector for Claude, ChatGPT, Codex, and Microsoft Copilot
- Every change in the entity’s history
For CPA firms
A workspace for each client group. One price for the firm.
Keep each client group in its own workspace, with third parties free in every one. Firms pay a single firm-wide price set by the number of client groups they serve. Tell us about your book and we’ll set it up with you.
Questions
Before you choose a plan.
- What counts as a managed entity?
- A corporation, trust, or partnership whose tax affairs you manage in TaxDesk. Third parties and individuals never count. If you add a CRA account, a filing, or a tax balance to a third party, TaxDesk makes it a managed entity, because it now holds a tax record.
- What happens if we manage more entities than our plan includes?
- Nothing stops working. Workspace admins see a prompt to move to the plan that fits, and you decide when to change.
- Can we change plans?
- Yes, at any time from the workspace’s billing settings. When you move up, the prorated difference is charged right away. When you move down, unused time is credited to future invoices.
- How does annual billing work?
- Annual plans are billed once a year at ten times the monthly price, so two months are free. You can switch between monthly and annual billing from the workspace.
- Are prices in Canadian dollars?
- Yes. Prices are in Canadian dollars and exclude GST/HST and other applicable taxes, which are added at checkout.
- How do we get started?
- Request access. We set up each new workspace with you, starting from the returns you already have.
- How is pricing set for CPA firms?
- Firms keep a separate workspace for each client group and pay one firm-wide price based on how many client groups they serve. Contact us and we’ll set it up with you. TaxDesk for CPA firms
- Does TaxDesk file returns or connect to CRA?
- No. TaxDesk does not file returns or connect to CRA portals. You record each entity’s tax programs, and TaxDesk uses those settings to create filing and payment obligations. You continue to file through your usual channels.
- How do you protect data?
- Connections are encrypted, and our database and file storage providers encrypt stored data. Every request is checked against your workspace membership and role, and documents download only through a signed-in link. How TaxDesk handles security
- Can we export our data?
- Yes. You can export org charts as PDFs, and a full export of your workspace data is available on request. Your data belongs to you.
Get started
Bring your group’s tax record into one place.
Request access, and we’ll set up your workspace with you, starting from the returns you already have.