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 |