Controlled review checks before anything moves.

Review Checks surface low-confidence fields, missing items, and files waiting on review, so your preparer signs off on the right things in the right order. Scoped to what each user can see.

Book a scoping call

Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.

Capability

Ask a plain question, get a straight answer on any file.

Search the whole firm in plain language and see exactly what a file is waiting on — which slips are in, which are outstanding, and what is holding it at review — without opening a folder.

Capability

Find a filing

Search across every firm file in plain language — "what’s missing for Granville Catering?" — and land straight on the file, no folder-digging or spreadsheet hunt.

app.taxgrit.com/search
What’s missing for Granville Catering?

Granville Catering Ltd. · T2 · 3 results

Missing: 2024 T4 (second employer)

Requested Apr 3

Awaiting

Missing: prior-year NOA

Reminder sent Apr 6

Chasing

Received: donation receipts

Uploaded Apr 5

Done

Capability

Document status

Ask what a client still owes and get a straight answer: which slips are in, which are outstanding, and exactly what is holding the file at review.

app.taxgrit.com/status

Westbridge Inc. · T1

Where the file stands

Intake collected

SmartForm complete

Done

Documents organized

Matched to the file

Done

Figures extracted

3 flagged for review

Review

Review-ready hand-off

Waiting on figures

Up next

Features

What’s included.

An assistant that lives inside the firm — ask what is pending review, hand it a file to route, and trust it to only ever surface the data your role is allowed to see, on every page your team works from.

Ask the assistant

Pending

review

Ask “what is pending review?” and the assistant surfaces the files stuck at review or signature — so nothing sits waiting for a partner who never knew it was there.

Upload for a client

Hand the assistant a file and it routes it to the right client and the right stage — no folder to pick, no form to fill in first.

Permission-aware

Scoped to the data your role can access, by design — the assistant never surfaces a file you couldn’t open yourself.

On every page

A quiet assistant, available where your team already works — no new tab, no context to re-explain.

Pre-filing only. SOC 2 Type II, hosted in Canada — review-ready work, handed to your filing software.

Learn more

More from TaxGrit

Explore the rest of the platform.

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.

SmartForm Intake

Intake that lands as a tracked, tied-out file.

Learn more