TaxDesk
The facts below are what the maker publishes about TaxDesk, checked and dated. Our editors have not written about it yet.
Plans and prices
From TaxDesk's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| TaxDesk Pro | — | Unlimited legal entities · Up to 10 users |
| TaxDesk for CPA Firms | — | Separate secure workspace for each client group · Flexible firm-wide pricing · Assisted onboarding · Multi-client portfolio workflows · All TaxDesk Pro features |
| Essentials | C$199 a month | Up to 5 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge · Billed monthly. |
| Group | C$499 a month | Up to 15 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge · Billed monthly. |
| Scale | C$999 a month | Up to 40 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge · Billed monthly. |
| Enterprise | Priced on request | More than 40 managed entities or custom terms · Implementation support · Custom commercial terms · Priced with you. |
The facts
Each one read from TaxDesk's own pages, with the date it was checked.
What it does
- AI connector
- The MCP connector works with Claude, ChatGPT, Codex, Microsoft Copilot, and other MCP assistants.checked 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.checked 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.checked 12 Oct 2026
- Document reading
- It reads about 50 Canadian business document types and links extracted facts to their source pages for review.checked 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.checked 12 Oct 2026
- Filing support level
- nonechecked 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.checked 12 Oct 2026
- Purpose
- TaxDesk keeps Canadian entities, filings, payments, CRA records, ownership, documents, and tax history together in one workspace.checked 12 Oct 2026
- Return filing
- Nochecked 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.checked 12 Oct 2026
- Support
- The pricing page says new workspaces are set up with TaxDesk, starting from returns the customer already has.checked 12 Oct 2026
- Supported tax types
- Corporate income tax (T2),GST/HST,payroll,trust (T3),T5013,T4/T5 summaries,NR withholding,and RZ slip filingschecked 22 Sep 2026
- Target users
- TaxDesk describes finance teams coordinating tax across several Canadian entities and their external advisors as its audience.checked 12 Oct 2026
- Tax records
- The product tracks tax balances including CDA, ERDTOH, NERDTOH, GRIP, safe income, and loss balances as dated entries.checked 12 Oct 2026
The company
- 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.checked 12 Oct 2026
- Ownership
- Users can record share transactions, and TaxDesk calculates current shareholdings, ownership percentages, PUC, and ACB.checked 12 Oct 2026
Money
- Free plan
- Nochecked 22 Sep 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.checked 12 Oct 2026
