Pricing
Simple, transparent pricing
One straightforward plan for businesses and corporate groups, plus tailored options for CPA firms and large tax teams. Unlimited entities per workspace.
Per corporate group workspace
- Unlimited legal entities (all types)
- TaxDesk Intelligence document processing
- Return tracking (T2, GST/HST, payroll, T3, T5013, and more)
- Obligation tracking & compliance dashboard
- Tax pool management (CDA, RDTOH, GRIP)
- Document management & TaxDesk Intelligence classification
- Claude MCP connector for live workspace review
- Interactive organization charts
- Multi-user access (up to 10 users)
- Dividend, loss pool & cap table tracking
Billing starts when you activate your subscription.
Flexible firm-wide pricing
- A separate secure workspace for each client group
- Flexible firm-wide pricing (not per client)
- Assisted onboarding for your team and book
- Early access to multi-client portfolio workflows
- All TaxDesk Pro features in every client workspace
TaxDesk is onboarding select firms while the full portfolio-management experience is being built.
- All TaxDesk Pro features
- Unlimited users with role-based access
- Complex entity and ownership structures
- Implementation support for larger teams
- Custom commercial terms available
Frequently asked questions
Can I try TaxDesk before paying?
Yes. You can set up your workspace before activating TaxDesk Pro. Billing starts when you activate your subscription. Plans are billed monthly per workspace and you can cancel anytime.
Can I cancel anytime?
Yes. Plans are billed monthly per workspace and you can cancel at any time. Your access continues until the end of the current billing period.
How many entities can I manage?
TaxDesk Pro supports unlimited legal entities (corporations, trusts, partnerships, individuals) per workspace.
I'm a CPA firm — do I pay $49 per client?
No. TaxDesk Pro at $49/month is for a single business or corporate group managing its own entities. CPA firms use TaxDesk for CPA Firms, which gives each client group its own workspace under flexible firm-wide pricing — not a separate $49 charge per client. We're onboarding select firms during early access; contact us and we'll scope pricing to your book.
What CRA filing types are supported?
TaxDesk tracks T2, GST/HST, payroll, T3, T5013, T4/T5 summaries, NR withholding, and RZ slip filings with automatic obligation generation.
Does TaxDesk file my returns or connect to CRA?
No. TaxDesk is your tax workspace and system of record — it does not file returns or connect directly to CRA. You configure each entity's CRA program accounts — such as corporate income tax, GST/HST, and payroll — and TaxDesk turns their settings into a tracked obligation calendar while keeping the supporting documents, ownership, and tax attributes connected. You continue filing through your usual channels.
How do you protect data?
All data is encrypted in transit and at rest. We follow industry-standard safeguards with organization-level isolation and role-based access control.
Can I export my 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.