Your team builds the workflow once — client onboarding, T2 prep, CRA notice response, payroll compliance. Then runs it for every client. No code. No IT. Just your firm's expertise, automated.
Built AI-native from day one — not bolted on.
Every CRA and IRS deadline calculated from your fiscal year end.
Full support for Canadian (CRA) and US (IRS) tax calendars.
Export any deadline to Google Calendar or download as .ics.
Track every client, their business type, fiscal year, and deadlines in one place.
Build no-code workflows — checklists, email drafts, CRA explanations — powered by AI.
Manage your firm with shared workflows, client lists, and run history.
Start free trial. Upgrade when your firm grows. All prices in CAD.
Solo practitioners and small firms
billed annually
Growing firms (3-12 users)
billed annually
Established firms and SR&ED practices
billed annually
All plans include AI features. We don't charge extra for AI — you pay for outcomes, not buzzwords.
| Feature | Starter | Growth | Tax Ops |
|---|---|---|---|
| Client management | |||
| CRA deadline tracker | |||
| Email and checklist templates | |||
| Basic AI drafting | |||
| Audit logs (CRA IC05-1R1) | |||
| Document portal | |||
| Advanced workflow automation | — | ||
| T2/HST workflow playbooks | — | ||
| AI notice triage | — | ||
| Custom workflow builder | — | ||
| Integrations (QBO, Xero, TaxCycle) | — | ||
| Bilingual (EN + FR) | — | ||
| Reporting and analytics | — | ||
| SR&ED documentation workflows | — | — | |
| Advanced CRA notice workflows | — | — | |
| Dedicated account manager | — | — | |
| Custom integrations | — | — | |
| SOC 2 compliance docs | — | — | |
| Users | Up to 3 | Unlimited | Unlimited |
“Finally, a tool that speaks accountant. The CRA deadline calculator alone saves me an hour every month.”
“I have clients in both Canada and the US. Having both tax calendars in one place is a game changer.”
“The calendar export feature is exactly what I needed. Straight into Google Calendar, done.”
Join the waitlist. No spam — just one email when we launch.