How many entities can I manage?
TaxDesk Pro supports unlimited legal entities (corporations, trusts, partnerships, individuals) per workspace.
Does a CPA firm pay $49 for each client?
No. The $49 monthly TaxDesk Pro plan is for one business or corporate group. CPA firms receive flexible firm-wide pricing. Each client group gets a separate workspace. Contact us so we can price your client portfolio.
Which filing obligations can TaxDesk track?
TaxDesk tracks T2, GST/HST, payroll, T3, T5013, T4/T5 summary, NR withholding, and RZ slip obligations. TaxDesk creates these obligations from the tax-program settings you enter.
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, such as corporate income tax, GST/HST, and payroll. TaxDesk uses those settings to create an obligation calendar. It also keeps documents, ownership, and tax attributes with the entity. You continue to file 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.