SmartForm Intake
Structured intake that collects the right answers up front.
Solves
Incomplete intake
Clients upload what they remember; slips, receipts, T183s go missing.
Review-ready files,
before every deadline.
TaxGrit runs the pre-filing stretch: intake, missing-info requests, document collection, and AI-assisted extraction with confidence flags, then hands review-ready T1 and T2 work to TaxCycle, ProFile, Cantax, or Taxprep.
Pre-filing only. TaxGrit doesn’t file to CRA or replace your preparer.
app.taxgrit.com
Where it fits
TaxGrit fits before filing, not instead of it.
It owns the messy pre-filing stretch, then hands review-ready work to the software your firm already trusts. Your filing process doesn’t change.
Step 1
Your clients
Upload documents through SmartForm.
Introducing
TaxGrit
Collect · extract · review.
Review-ready, before it reaches your filing software.
Step 3
Your filing software
TaxCycle, ProFile, and others. Unchanged.
Trust & Security
Your Clients Trust You With Sensitive Data. We Help You Protect It.
Security isn’t a bolt-on. Client records stay encrypted, hosted in Canada, and visible only to the people who need them, so handing files to TaxGrit never means loosening your grip on them.
Audited & certified
SOC 2
Type II
Independently audited security controls, verified over time, not a one-day snapshot.
Full audit report available under NDA.
Canadian Data Residency
Client data is hosted in Canada on AWS’s Central region, it doesn’t leave the country.
Controlled Access
Role-based access. Team members see only the files and fields their role needs, nothing more.
Your Data Stays Yours
Client data is never used to train AI models. It works for your file, then stays put.
The pre-filing stretch
Every pre-filing headache. already handled.
The pre-filing stretch is where files stall. We paired each pain you know with the capability that resolves it, so messy intake becomes review-ready work, one step at a time.
Missing-Info Requests
Turn gaps into tracked client requests.
Solves
Missing-info chasing
Every unanswered question becomes more email and follow-up.
Client Status
One shared view of where every file stands.
Solves
Unclear file status
Owner, preparer, reviewer, and client don't see the same stage.
Workflow Board
One controlled view of every deadline and stage.
Solves
Deadline pressure
FYE dates, HST periods, and review gates pile up.
T2 Workflow
T2 corporate
Corporate returns that arrive ready for review, not ready for cleanup.
TaxGrit gives corporate files their own intake, FYE tracking, GIFI review, and bank-statement intake, with the deadline (six months past year-end) in view the whole way to hand-off.
- FYEFYE Jun 30
- GIFI reviewGIFI mapped
- Bank statementsStatements in
- Client reviewClient signed off
- Firm reviewTied out
- Ready for hand-offReady · due Dec 31
Tax workflows
One platform. Every Canadian tax filing.
From personal returns to corporate filings, payroll to HST, TaxGrit handles the full spectrum of Canadian tax workflows on one canvas. Each one purpose-built, not retrofitted.
FAQ
Frequently Asked Questions
Everything Canadian CPA firms ask before they say yes. If you don’t see the answer you’re looking for, connect with us.
Connect with usNone of your filing software. TaxGrit sits in front of TaxCycle, ProFile, Cantax, or Taxprep and hands them review-ready work: it doesn’t replace the tools your team already knows. What it does replace is the scattered pre-filing layer: the email threads, spreadsheet checklists, shared drives, and portal logins you currently stitch together to collect intake and chase missing slips.
Practice management tools track tasks, time, and billing around the work. TaxGrit does the pre-filing tax work itself: structured T1 and T2 intake, automatic missing-info requests, OCR and AI-assisted extraction with confidence flags, file status your whole team can see, and a review-ready hand-off. It’s built for Canadian tax workflows specifically, not a generic project board you have to bend into shape.
In Canada. Client records are hosted on AWS’s Central region, encrypted in transit and at rest, and never leave the country. Access is role-based so team members see only the files and fields their role needs, our controls are SOC 2 Type II audited, and your client data is never used to train AI models.
It starts with a 30-minute scoping call where we map one real T1 or T2 workflow with you. From there most firms are running live files in days, not months. There’s no rip-and-replace, because TaxGrit fits in ahead of the filing software you already use. Your team keeps its process; the intake and chasing just stop living in email.
No, and that’s deliberate. TaxGrit prepares the file up to review-ready and hands it to your filing software, where the preparer reviews, signs off, and transmits to CRA exactly as they do today. We tie out the numbers so the file arrives clean; we never file on your behalf or step into the preparer’s seat.
In house. T4 and T4 Summary year-end runs on the same intake, extraction, and hand-off engine as the rest of TaxGrit, prepared from the source data your client provides, not a third-party tool bolted on behind the scenes. It’s the same review-ready file your team already trusts, applied to payroll year-end.
Ready when you are
Run your next tax season on TaxGrit.
Join Canadian CPA firms replacing five separate tools with one platform built for CRA workflows. In 30 minutes we’ll walk you through TaxGrit using your kind of client work, your province, your tax software. No prep needed, no sales pressure, just a clear view of whether it fits your firm.