Every file, every stage, one board.

The board is your season at a glance. Every file is a card that moves through your stages, so owner, manager, preparer, and reviewer all read the same status at the same time, with no blind spots.

Book a scoping call

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.

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Capability

Two pipelines, named your way.

TaxGrit runs a 17-stage personal board and a review-heavy corporate board on one engine, then lets you rename every stage to match how your firm actually works.

Capability

T1 and T2 pipelines

A 17-stage personal board and a review-heavy corporate board, on one engine.

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

Rename your stages

Customise stage names to match how your firm actually works.

app.taxgrit.com/workflow

M. Chen · T1

Your stages, your names

Intake collected

SmartForm complete

Done

Documents organized

Matched to the file

Done

Figures extracted

OCR tied out

Review

Partner sign-off

Final review

Up next

Features

What’s included.

One board the whole firm works from: filter to exactly the files you own, find anyone in seconds, and let every stage tell your team what happens next. Status and analytics read straight off it.

Filter precisely

By assignee, stage, and status, including a just-mine view, so your team sees only the files it owns.

Search by name, email, SIN

Find any file in seconds, without scrolling the board to locate a client.

Helper text on every move

Each stage tells the user what happens next, so nothing stalls on a guess.

One source of truth

Analytics and client status both read straight off the board, so nothing drifts from where the file actually is.

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