- Home
- Tax Compliance Software
- TaxDesk
On the recordRead 12 Oct 202618 facts
TaxDesk
Plans and prices
TaxDesk Pro
Priced on request
Unlimited legal entities · Up to 10 users
Read 22 Sep 2026 · taxdesk.ca
TaxDesk for CPA Firms
Priced on request
Separate secure workspace for each client group · Flexible firm-wide pricing · Assisted onboarding · Multi-client portfolio workflows
Read 22 Sep 2026 · taxdesk.ca
Essentials
C$199a month
Up to 5 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge
Read 12 Oct 2026 · taxdesk.ca
Group
C$499a month
Up to 15 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge
Read 12 Oct 2026 · taxdesk.ca
Scale
C$999a month
Up to 40 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge
Read 12 Oct 2026 · taxdesk.ca
Enterprise
Priced on request
More than 40 managed entities or custom terms · Implementation support · Custom commercial terms
Read 12 Oct 2026 · taxdesk.ca
On the record
- AI connector
- The MCP connector works with Claude, ChatGPT, Codex, Microsoft Copilot, and other MCP assistants.taxdesk.ca · read 12 Oct 2026
- AI permissions and history
- The connector operates within the TaxDesk account’s permissions and logs changes with a saved prior version that can be reversed.taxdesk.ca · read 12 Oct 2026
- Company background
- TaxDesk says Canadian tax professionals and software engineers founded the company; it does not state a founding year or headquarters on the About page.taxdesk.ca · read 12 Oct 2026
- CPA firms
- CPA firms can use separate workspaces for each client group and pay a firm-wide price based on the number of client groups.taxdesk.ca · read 12 Oct 2026
- Document reading
- It reads about 50 Canadian business document types and links extracted facts to their source pages for review.taxdesk.ca · read 12 Oct 2026
- Filing obligations
- Users enter each entity’s tax programs and filing settings, which TaxDesk uses to create filing and payment tasks with due dates.taxdesk.ca · read 12 Oct 2026
- Filing support level
- nonetaxdesk.ca · read 22 Sep 2026
- No filing or CRA portal connection
- TaxDesk does not prepare or file returns and does not connect to CRA portals; users file through their usual channels.taxdesk.ca · read 12 Oct 2026
- Ownership
- Users can record share transactions, and TaxDesk calculates current shareholdings, ownership percentages, PUC, and ACB.taxdesk.ca · read 12 Oct 2026
- Plan limits
- Plans differ by managed-entity capacity; third parties and individuals are unlimited, and the whole team is included without a per-seat charge.taxdesk.ca · read 12 Oct 2026
- Purpose
- TaxDesk keeps Canadian entities, filings, payments, CRA records, ownership, documents, and tax history together in one workspace.taxdesk.ca · read 12 Oct 2026
- Return filing
- Notaxdesk.ca · read 22 Sep 2026
- Security
- TaxDesk says connections and stored data are encrypted, requests are checked against workspace membership and role, and documents download through a signed-in link.taxdesk.ca · read 12 Oct 2026
- Support
- The pricing page says new workspaces are set up with TaxDesk, starting from returns the customer already has.taxdesk.ca · read 12 Oct 2026
- Supported tax types
- Corporate income tax (T2),GST/HST,payroll,trust (T3),T5013,T4/T5 summaries,NR withholding,and RZ slip filingstaxdesk.ca · read 22 Sep 2026
- Target users
- TaxDesk describes finance teams coordinating tax across several Canadian entities and their external advisors as its audience.taxdesk.ca · read 12 Oct 2026
- Tax records
- The product tracks tax balances including CDA, ERDTOH, NERDTOH, GRIP, safe income, and loss balances as dated entries.taxdesk.ca · read 12 Oct 2026
