Keep slips, statements, signed forms, T183s, authorizations, and supporting documents attached to the right engagement, so files are organized and review-ready without the hunt.
Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.
Pre-filing only. SOC 2 Type II, hosted in Canada — review-ready work, handed to your filing software.Review-ready work, handed straight to your filing software.
Capability
Client uploads and your firm's outputs land on the same engagement — year-foldered, searchable, and previewable in the browser, so the file is review-ready without the hunt.
Capability
Client uploads and firm outputs live on the same engagement — year-foldered and searchable, so nothing gets hunted for at review time.
Westbridge Inc. · 2024
Client and firm docs
T4 slips (2 employers)
Uploaded by client · Apr 3
Notice of Assessment 2023
Uploaded by client · Apr 3
Financial statements (FYE)
Prepared by firm · Apr 8
T183 — signed
Firm output · Apr 9
Capability
Open a PDF inline, no forced downloads — fast on any connection, with the signed T183 right where you expect it.
In-browser preview
T183 · 2024.pdf
Features
The signature that authorises EFILE, captured in-product — with request-versus-signed in one view, every document on the engagement it belongs to, and access scoped to each person’s role.
T183
e-signature
Capture the client signature that authorises your firm to EFILE — requested, signed, and filed without printing or scanning a page.
T183 · 2024
RequestedSee what is requested versus signed across all clients — so nothing waits on a signature you forgot was outstanding.
Keep TaxCycle documents with the engagement they belong to — never hunted for at review time.
People see only the documents their role allows — sensitive client files stay with the right hands.
More from TaxGrit
SmartForm Intake is one module of the pre-filing workspace. Here’s everything else that moves a file from first request to review-ready hand-off.