The Pre-Filing Workspace is the firm-wide list of every tax file across years, assignees, and stages. Open one and its documents, intake, status, history, and notes sit on a single record — with no hunting across tools.
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
The firm-wide list carries every tax file with its year, assignee, stage, invoice and e-sign status — and you choose the columns your team works by, then export the view whenever you need it.
Capability
Every file, with tax year, assignee, stage, invoice and e-sign status — so the whole practice is one scan, not a hunt across tools.
Firm-wide · 128 files
Filings
Capability
Show the columns your team works by, reorder them to match how you actually work, and export the view whenever you need it.
Customize view
Columns
Features
Open one file and everything about it is there — base info, documents, chat, SmartForm, invoices, notes, comments and a full stage history — so a preparer works the file without hunting across tools.
Eight-tab
workspace
Base info, docs, chat, SmartForm, invoices, notes, comments and history — every part of a file under one record, one click apart.
Time-in-stage and actor names for every move — so you can see exactly how a file got where it is, and who touched it.
Invited, onboarded, submitted — the milestones that matter, at a glance.
Move a file forward without leaving the record — sort the day’s work, then work it.
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.