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Product
Everything before the return is filed.
What TaxGrit does
SmartForm IntakeGuided client intake, no box numbers.
OCR & AI-Assisted ExtractionTax data into fields, flagged for review.
Client Status & RemindersRequests and status, on both sides.
Documents & e-SignOne document vault, signatures included.
Before filing
Workflow BoardEvery file and stage on one board.
Pre-Filing WorkspaceOne record per engagement.
Invoices & PaymentsFees that build from the intake.
Review ChecksControlled checks before hand-off.
Take a TourClick through the real product in three minutes.
Tax Workflow
Tax Workflow
Every return type, from intake to hand-off.
How the work runs
T1 Personal TaxIntake to a review-ready hand-off.
T2 Corporate TaxYear-ends, GIFI, and deadline control.
HST / GSTA cadence board with gap detection.
PayrollPay runs, T4s, and PD7A review.
Security & Resources
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Featured

Articles and blogs

What size of firm is the sweet spot?

Big 4 Transparency · Sep 25, 2026

Comparing firm size segments across pay, hours and satisfaction

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TaxGrit

TaxGrit runs the pre-filing stretch for Canadian CPA firms: intake, document collection, and AI-assisted extraction, then hands review-ready T1 and T2 work to the software you already file with.

Pre-filing only. TaxGrit doesn’t file to CRA or replace your preparer.

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