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Accounting work is complex.
The way forward shouldn’t be.

Accounting work is complex.
The way forward shouldn’t be.

Research with depth. Review with precision. Deliver with confidence. TaxJet brings your work together in one workspace built for accounting professionals.

Research with depth. Review with precision. Deliver with confidence. TaxJet brings your work together in one workspace built for accounting professionals.

5.0 across 1,000+ reviews

TaxJet AI

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You review

You approve

Good evening, George

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Prior-year return

T2 · TY 2023

On file

Compared

T4, both officers

Miller Holdings

$84,000

Matched

T5 · interest

First Canadian Trust

On file

Compared

2025 T1 data

Julie Tremblay

1 slip missing

T4 · Employment income

Read from slip

Read

T5 · Investment income

Issued last year, not received yet

Missing

RRSP contribution receipts

2 receipts

Read

Tuition carryforward

Capital loss carryforward

TaxJet AI

Prepares

You review

You approve

Good evening, George

What would you like to work on today?

Ask TaxJet

Ask TaxJet about a client, document or accounting question

Research a tax question

Analyze a client scenario

Prior-year return

T2 · TY 2023

On file

Compared

T4, both officers

Miller Holdings

$84,000

Matched

T5 · interest

First Canadian Trust

On file

Compared

2025 T1 data

Julie Tremblay

1 slip missing

T4 · Employment income

Read from slip

Read

T5 · Investment income

Issued last year, not received yet

Missing

RRSP contribution receipts

2 receipts

Read

Tuition carryforward

Capital loss carryforward

Start your 30 day trial

No credit card required.

Accounting work is complex.
The way forward shouldn’t be.

Research with depth. Review with precision. Deliver with confidence. TaxJet brings your work together in one workspace built for accounting professionals.

5.0 across 1,000+ reviews

TaxJet AI

Prepares

You review

You approve

Good evening, George

What would you like to work on today?

Ask TaxJet

Ask TaxJet about a client, document or accounting question

Research a tax question

Analyze a client scenario

Prior-year return

T2 · TY 2023

On file

Compared

T4, both officers

Miller Holdings

$84,000

Matched

T5 · interest

First Canadian Trust

On file

Compared

2025 T1 data

Julie Tremblay

1 slip missing

T4 · Employment income

Read from slip

Read

T5 · Investment income

Issued last year, not received yet

Missing

RRSP contribution receipts

2 receipts

Read

Tuition carryforward

Capital loss carryforward

Start your 30 day trial

No credit card required.

Product

From complex questions to clearer client work.

From complex questions to clearer client work.

From complex questions to clearer client work.

Research, analyze, review, and draft in one connected workspace—built for CPAs and accounting teams across Canada.

Research, analyze, review, and draft in one connected workspace—built for CPAs and accounting teams across Canada.

Every claim cited

Reimbursement under an accountable plan is excluded from the shareholder-employee’s wages

1

Answers you can investigate.

Explore tax and accounting questions with supporting references you can inspect, verify, and apply to your client’s situation.

Read 5,827 words

5 of 5 fields

Reads every document

Extract key details from tax forms, financial statements, and client records—then ask questions to understand what matters.

Prior-year return

T2 · TY 2023

On file

Compared

T4, both officers

Miller Holdings

$84,000

Matched

T5 · interest

First Canadian Trust

On file

Compared

See what needs a second look.

Compare client documents to identify potential gaps, missing records, and inconsistencies that need your attention.

Return

Source

Variance

102,400

102,400

Send for sign-off

Make the numbers tell the full story.

Compare figures across returns, supporting records, and prior periods to investigate differences and strengthen your review.

1

Memo

Turn your findings into your next draft.

Bring research and client context into clear memos, summaries, and client letters—ready for your review and final touch.

Workflows

Ask the hard question. Read the authority, not a summary of it.

Ask the hard question. Read the authority, not a summary of it.

Ask the hard question. Read the authority, not a summary of it.

Organize supporting documents, prepare working papers, and surface items that need attention—all in one connected workspace built for Canadian CPAs.

Organize supporting documents, prepare working papers, and surface items that need attention—all in one connected workspace built for Canadian CPAs.

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Corporate Year Ends

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Clients

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Northstar Holdings

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2026 Year-End

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EA

2026 Year-End Preparation

TaxJet has analyzed the client file and prepared the working papers for your review.

Review source documents

Export to CaseWare ▾

92%

File readiness

Most working papers are ready for your review.

18

Adjusting entries

Proposed by TaxJet

4

Items need review

Require your attention before export.

Year-End File

Import trial balance

Completed

Map accounts

Completed

Prepare working ‘papers

Completed

4

Review

In progress

5

CaseWare

Not started

Prepared working papers

All (8)

Ready (5)

Needs review (3)

Working paper

Status

Details

Trial balance mappings

Complete

126 accounts mapped

Adjusting entries

Review

18 entries proposed

Lead sheets

Complete

14 schedules prepared

Bank reconciliations

Complete

6 accounts reconciled

Assets & depreciation

Complete

Supporting schedule attached

Loans & interest

Review

2 variances detected

Shareholder balances

Complete

Reconciled

HST reconciliation

Review

$1,240 variance

AI Review

4 items need your attention before export.

HST reconciliation variance

$1,240 difference in HST payable. Possible missing adjustment or timing difference.

Shareholder loan classification

$25,000 loan may be shareholder advance rather than loan receivable.

Missing bank statement

RBC Operating Account (****1234) is missing the December 2026 statement.

Unusual expense detected

Legal & professional fees are 62% higher than prior year ($48,200 vs. $29,800).

CaseWare Export

Connected

Destination

Northstar Holdings — 2026

Export settings

Working papers, lead sheets, adjusting entries. Include supporting documents.

Configure

Export reviewed items

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Library

Workflows

Settings

Corporate Year Ends

Personal Tax Files

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Get unlimited research,

higher limits, and more.

Clients

/

Northstar Holdings

/

2026 Year-End

Search clients, files, documents…

⌘K

EA

2026 Year-End Preparation

TaxJet has analyzed the client file and prepared the working papers for your review.

Review source documents

Export to CaseWare ▾

92%

File readiness

Most working papers are ready for your review.

18

Adjusting entries

Proposed by TaxJet

4

Items need review

Require your attention before export.

Year-End File

Import trial balance

Completed

Map accounts

Completed

Prepare working ‘papers

Completed

4

Review

In progress

5

CaseWare

Not started

Prepared working papers

All (8)

Ready (5)

Needs review (3)

Working paper

Status

Details

Trial balance mappings

Complete

126 accounts mapped

Adjusting entries

Review

18 entries proposed

Lead sheets

Complete

14 schedules prepared

Bank reconciliations

Complete

6 accounts reconciled

Assets & depreciation

Complete

Supporting schedule attached

Loans & interest

Review

2 variances detected

Shareholder balances

Complete

Reconciled

HST reconciliation

Review

$1,240 variance

AI Review

4 items need your attention before export.

HST reconciliation variance

$1,240 difference in HST payable. Possible missing adjustment or timing difference.

Shareholder loan classification

$25,000 loan may be shareholder advance rather than loan receivable.

Missing bank statement

RBC Operating Account (****1234) is missing the December 2026 statement.

Unusual expense detected

Legal & professional fees are 62% higher than prior year ($48,200 vs. $29,800).

CaseWare Export

Connected

Destination

Northstar Holdings — 2026

Export settings

Working papers, lead sheets, adjusting entries. Include supporting documents.

Configure

Export reviewed items

Ask TaxJet about this file…

New chat

⌘

K

Search

Library

Workflows

Settings

Corporate Year Ends

Personal Tax Files

Get 30 day free trial

Get unlimited research,

higher limits, and more.

Clients

/

Northstar Holdings

/

2026 Year-End

Search clients, files, documents…

⌘K

EA

2026 Year-End Preparation

TaxJet has analyzed the client file and prepared the working papers for your review.

Review source documents

Export to CaseWare ▾

92%

File readiness

Most working papers are ready for your review.

18

Adjusting entries

Proposed by TaxJet

4

Items need review

Require your attention before export.

Year-End File

Import trial balance

Completed

Map accounts

Completed

Prepare working ‘papers

Completed

4

Review

In progress

5

CaseWare

Not started

Prepared working papers

All (8)

Ready (5)

Needs review (3)

Working paper

Status

Details

Trial balance mappings

Complete

126 accounts mapped

Adjusting entries

Review

18 entries proposed

Lead sheets

Complete

14 schedules prepared

Bank reconciliations

Complete

6 accounts reconciled

Assets & depreciation

Complete

Supporting schedule attached

Loans & interest

Review

2 variances detected

Shareholder balances

Complete

Reconciled

HST reconciliation

Review

$1,240 variance

AI Review

4 items need your attention before export.

HST reconciliation variance

$1,240 difference in HST payable. Possible missing adjustment or timing difference.

Shareholder loan classification

$25,000 loan may be shareholder advance rather than loan receivable.

Missing bank statement

RBC Operating Account (****1234) is missing the December 2026 statement.

Unusual expense detected

Legal & professional fees are 62% higher than prior year ($48,200 vs. $29,800).

CaseWare Export

Connected

Destination

Northstar Holdings — 2026

Export settings

Working papers, lead sheets, adjusting entries. Include supporting documents.

Configure

Export reviewed items

Ask TaxJet about this file…

Security & Privacy

Your clients’ data stay your clients’ data.

Your clients’ data stay your clients’ data.

Your clients’ data stay your clients’ data.

Sensitive financial records deserve careful handling. TaxJet combines data protection, access controls, and activity tracking to support your firm’s confidentiality practices.

Sensitive financial records deserve careful handling. TaxJet combines data protection, access controls, and activity tracking to support your firm’s confidentiality practices.

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Unlimited research and

higher limits.

AI Assistant

Reliable answers. Cited sources. Built for tax professionals.

Sources

JD

Is any of my client data ever used to train your models?

Your data is never used to train models

Security

Data policy · AI usage

Client documents

Chat questions

Search queries

Blocked

Model training

Never receives your data

Enforced org-wide · no exceptions

View policy

Where is my data stored?

Can I request deletion?

Who is your sub-processor?

Ask a follow-up question…

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Workflows

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Upgrade to Pro

Unlimited research and

higher limits.

AI Assistant

Reliable answers. Cited sources. Built for tax professionals.

Sources

JD

Is any of my client data ever used to train your models?

Your data is never used to train models

Security

Data policy · AI usage

Client documents

Chat questions

Search queries

Blocked

Model training

Never receives your data

Enforced org-wide · no exceptions

View policy

Where is my data stored?

Can I request deletion?

Who is your sub-processor?

Ask a follow-up question…

New chat

⌘

K

Search

Library

Workflows

Settings

Recent chats

Upgrade to Pro

Unlimited research and

higher limits.

AI Assistant

Reliable answers. Cited sources. Built for tax professionals.

Sources

JD

Is any of my client data ever used to train your models?

Your data is never used to train models

Security

Data policy · AI usage

Client documents

Chat questions

Search queries

Blocked

Model training

Never receives your data

Enforced org-wide · no exceptions

View policy

Where is my data stored?

Can I request deletion?

Who is your sub-processor?

Ask a follow-up question…

Pricing

More time for your clients.
More room to grow.

More time for your clients.
More room to grow.

More time for your clients.
More room to grow.

Find the right TaxJet plan for your practice. Get AI support for research, documents, and everyday client work—at your desk or through iMessage and SMS.

Find the right TaxJet plan for your practice. Get AI support for research, documents, and everyday client work—at your desk or through iMessage and SMS.

Monthly

Annual Save 20%

Individual

Per month in CAD, billed annually

For a sole practitioner who wants a fast, sourced answer on Canadian tax and accounting.

Income Tax Act and GST/HST research

CRA guidance and Tax Court decisions

Scenarios and cited answers

Year-end files, T2 and T1 returns

ASPE statements and compilations

Bookkeeping, HST returns and payroll

CRA letters and client-ready drafts

CaseWare, Taxprep, Cantax and iFirm

Start Free Trial

No credit card required.

Teams (2-5 users)

Per month in CAD, billed annually

Most Popular

For two to five people who prepare the work, with roles, client access and a second reviewer.

Income Tax Act and GST/HST research

CRA guidance and Tax Court decisions

Scenarios and cited answers

Year-end files, T2 and T1 returns

ASPE statements and compilations

Bookkeeping, HST returns and payroll

CRA letters and client-ready drafts

CaseWare, Taxprep, Cantax and iFirm

Start Free Trial

No credit card required.

Enterprise (5+ users)

Custom

Priced with you

For a larger firm that needs custom terms, onboarding and a security review.

Income Tax Act and GST/HST research

CRA guidance and Tax Court decisions

Scenarios and cited answers

Year-end files, T2 and T1 returns

ASPE statements and compilations

Bookkeeping, HST returns and payroll

CRA letters and client-ready drafts

CaseWare, Taxprep, Cantax and iFirm

Ask us to call

A 15-minute call, no obligation.

Monthly

Annual Save 20%

Individual

Per month in CAD, billed annually

For a sole practitioner who wants a fast, sourced answer on Canadian tax and accounting.

Income Tax Act and GST/HST research

CRA guidance and Tax Court decisions

Scenarios and cited answers

Year-end files, T2 and T1 returns

ASPE statements and compilations

Bookkeeping, HST returns and payroll

CRA letters and client-ready drafts

CaseWare, Taxprep, Cantax and iFirm

Start Free Trial

No credit card required.

Teams (2-5 users)

Per month in CAD, billed annually

Most Popular

For two to five people who prepare the work, with roles, client access and a second reviewer.

Income Tax Act and GST/HST research

CRA guidance and Tax Court decisions

Scenarios and cited answers

Year-end files, T2 and T1 returns

ASPE statements and compilations

Bookkeeping, HST returns and payroll

CRA letters and client-ready drafts

CaseWare, Taxprep, Cantax and iFirm

Start Free Trial

No credit card required.

Enterprise (5+ users)

Custom

Priced with you

For a larger firm that needs custom terms, onboarding and a security review.

Income Tax Act and GST/HST research

CRA guidance and Tax Court decisions

Scenarios and cited answers

Year-end files, T2 and T1 returns

ASPE statements and compilations

Bookkeeping, HST returns and payroll

CRA letters and client-ready drafts

CaseWare, Taxprep, Cantax and iFirm

Ask us to call

A 15-minute call, no obligation.

How it works

AI does the preparation. You make the decisions.

Every workflow follows the same five steps, and two of them are always yours.

1

Client data comes in

2

AI prepares the work

3

You review

4

You approve

5

Export or submit

Client data

Client data comes in

Upload documents or bring in accounting-system data. TaxJet AI identifies each document and extracts the relevant information.

Statements, invoices, receipts, slips and CRA letters

Duplicates, missing information and unclear amounts flagged

Documents

14 received · types identified

Open original

Bank statement · Dec 2025

Chequing ••4821

Processed

Vendor invoice · $3,500.00

Matched to a payment

Matched

Expense receipt · $642.18?

Total is hard to read

Unclear amount

Bank statement · Dec 2025

Same file received twice

Duplicate

How it works

AI does the preparation. You make the decisions.

Every workflow follows the same five steps, and two of them are always yours.

1

Client data comes in

Upload documents or bring in accounting-system data. TaxJet AI identifies each document and extracts the relevant information.

Documents

14 received · types identified

Open original

Bank statement · Dec 2025

Chequing ••4821

Processed

Vendor invoice · $3,500.00

Matched to a payment

Matched

Expense receipt · $642.18?

Total is hard to read

Unclear amount

Bank statement · Dec 2025

Same file received twice

Duplicate

2

AI prepares the work

3

You review

4

You approve

5

Export or submit

1

Client data comes in

Upload documents or bring in accounting-system data. TaxJet AI identifies each document and extracts the relevant information.

Documents

14 received · types identified

Open original

Bank statement · Dec 2025

Chequing ••4821

Processed

Vendor invoice · $3,500.00

Matched to a payment

Matched

Expense receipt · $642.18?

Total is hard to read

Unclear amount

Bank statement · Dec 2025

Same file received twice

Duplicate

2

AI prepares the work

3

You review

4

You approve

5

Export or submit

Professionals

Built for the people

behind the numbers.

Built for the people behind the numbers.

Built for the people behind the numbers.

From independent CPAs to growing accounting teams, TaxJet supports the professionals who research, prepare, review, and advise—across Canada.

From independent CPAs to growing accounting teams, TaxJet supports the professionals who research, prepare, review, and advise—across Canada.

Reconciles every figure

The return is tied to its source documents and last year’s filing before anyone signs.

  • Daniel Reyes

    CPA, Reyes Tax Advisory

    Memo sent the same afternoon

    The citation sits right next to the answer. I check the passage while the client is still on the call and send the memo that afternoon

  • Rachel Okafor

    CPA, Okafor Professional Corporation

    Caught before it became a notice

    TaxJet flagged a missing T5013 slip before we started the return. That used to show up as a CRA notice months later

  • Priya Nair

    Managing Partner, Nair & Cole CPAs

    Nothing leaves without sign-off

    One review queue for the whole firm. Nothing goes out until a partner signs off, and every figure traces back to its source.

Reconciles every figure

The return is tied to its source documents and last year’s filing before anyone signs.

  • Daniel Reyes

    CPA, Reyes Tax Advisory

    Memo sent the same afternoon

    The citation sits right next to the answer. I check the passage while the client is still on the call and send the memo that afternoon

  • Rachel Okafor

    CPA, Okafor Professional Corporation

    Caught before it became a notice

    TaxJet flagged a missing T5013 slip before we started the return. That used to show up as a CRA notice months later

  • Priya Nair

    Managing Partner, Nair & Cole CPAs

    Nothing leaves without sign-off

    One review queue for the whole firm. Nothing goes out until a partner signs off, and every figure traces back to its source.

Reconciles every figure

The return is tied to its source documents and last year’s filing before anyone signs.

  • Daniel Reyes

    CPA, Reyes Tax Advisory

    Memo sent the same afternoon

    The citation sits right next to the answer. I check the passage while the client is still on the call and send the memo that afternoon

  • Rachel Okafor

    CPA, Okafor Professional Corporation

    Caught before it became a notice

    TaxJet flagged a missing T5013 slip before we started the return. That used to show up as a CRA notice months later

  • Priya Nair

    Managing Partner, Nair & Cole CPAs

    Nothing leaves without sign-off

    One review queue for the whole firm. Nothing goes out until a partner signs off, and every figure traces back to its source.

FAQ

Good questions.

Clear answers.

Good questions. Clear answers.

Good questions. Clear answers.

Get to know TaxJet—from research and document review to
how it fits into your practice.

Get to know TaxJet—from research and document review to
how it fits into your practice.

Contact us

Request demo

3 beliefs behind a better accounting practice.

3 beliefs behind a better accounting practice.

3 beliefs behind a better accounting practice.

Emmanuel Acquaviva, CPA, MAcc

Emmanuel Acquaviva, CPA, MAcc

Emmanuel Acquaviva, CPA, MAcc

Co-Founder and CEO at TaxJet

Co-Founder and CEO at TaxJet

Co-Founder and CEO at TaxJet

Your expertise belongs with your clients.

Your expertise belongs with your clients.

Running a firm means balancing client relationships, deadlines, and the work that never seems to leave your desk. Too much of that time goes to gathering documents, repeating tasks, and chasing answers.

We’re building TaxJet to reduce that workload, giving you more room for the judgment and advice your clients count on.

Running a firm means balancing client relationships, deadlines, and the work that never seems to leave your desk. Too much of that time goes to gathering documents, repeating tasks, and chasing answers.

We’re building TaxJet to reduce that workload, giving you more room for the judgment and advice your clients count on.

AI should support your judgment. You stay in control.

AI should support your judgment. You stay in control.

Accounting requires context, care, and professional accountability. A faster answer only helps when you can understand it, check it, and trust the process behind it.

TaxJet helps with research, document review, and preparation. You review the work and make the final call.

Accounting requires context, care, and professional accountability. A faster answer only helps when you can understand it, check it, and trust the process behind it.

TaxJet helps with research, document review, and preparation. You review the work and make the final call.

Growing your firm shouldn’t mean extending your day.

Growing your firm shouldn’t mean extending your day.

More clients should create opportunity—not an endless cycle of longer hours and overwhelmed staff.

Our goal is to help your team handle everyday work more efficiently, so you can build a stronger practice while making room for life outside it.

More clients should create opportunity—not an endless cycle of longer hours and overwhelmed staff.

Our goal is to help your team handle everyday work more efficiently, so you can build a stronger practice while making room for life outside it.

3 beliefs behind a better accounting practice.

Emmanuel Acquaviva, CPA, MAcc

Co-Founder and CEO at TaxJet

Free for 30 days

Your next question.

Your first step with TaxJet.

Your next question. Your first step with TaxJet.

Your next question. Your first step with TaxJet.

Bring a question, a document, or a client task—or text TaxJet via iMessage or SMS. Discover how TaxJet fits into your work, with 30 days to explore.

Bring a question, a document, or a client task—or text TaxJet via iMessage or SMS. Discover how TaxJet fits into your work, with 30 days to explore.

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The AI workspace for Canadian accounting firms.

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Corporate year ends

Corporate tax (T2)

Personal tax (T1)

Bookkeeping, HST and payroll

CRA audits and reviews

Legal

Privacy Policy

Terms of Service

Security and data handling

Professional Use & AI Disclaimer

TaxJet is an AI-powered platform designed to assist accounting professionals. It is not an accounting firm, law firm, or substitute for qualified professional advice. Use of TaxJet does not create an accountant–client, adviser–client, or solicitor-client relationship. AI-generated outputs may be inaccurate, incomplete, outdated, or include incorrect citations. TaxJet does not guarantee the accuracy, completeness, or suitability of any output for a particular client, jurisdiction, or purpose. All outputs must be independently verified against original sources, client records, and applicable laws and professional standards before being relied upon, shared with clients, or used in a filing. Users retain responsibility for professional judgment, client advice, calculations, submissions, deadlines, and compliance obligations. TaxJet does not guarantee tax savings, regulatory compliance, or acceptance by any tax authority. Use is subject to our Terms of Service and Privacy Policy.

© 2026 TaxJet AI

CaseWare, Taxprep, Cantax and CCH iFirm are trademarks of their respective owners.

The AI workspace for Canadian accounting firms.

Support
help@taxjet.ai

Product

Solutions

How it works

Research

Integrations

Book a demo

Solutions

Corporate year ends

Corporate tax (T2)

Personal tax (T1)

Bookkeeping, HST and payroll

CRA audits and reviews

Legal

Privacy Policy

Terms of Service

Security and data handling

Professional Use & AI Disclaimer

TaxJet is an AI-powered platform designed to assist accounting professionals. It is not an accounting firm, law firm, or substitute for qualified professional advice. Use of TaxJet does not create an accountant–client, adviser–client, or solicitor-client relationship. AI-generated outputs may be inaccurate, incomplete, outdated, or include incorrect citations. TaxJet does not guarantee the accuracy, completeness, or suitability of any output for a particular client, jurisdiction, or purpose. All outputs must be independently verified against original sources, client records, and applicable laws and professional standards before being relied upon, shared with clients, or used in a filing. Users retain responsibility for professional judgment, client advice, calculations, submissions, deadlines, and compliance obligations. TaxJet does not guarantee tax savings, regulatory compliance, or acceptance by any tax authority. Use is subject to our Terms of Service and Privacy Policy.

© 2026 TaxJet AI

CaseWare, Taxprep, Cantax and CCH iFirm are trademarks of their respective owners.

The AI workspace for Canadian accounting firms.

Support
help@taxjet.ai

Product

Solutions

How it works

Research

Integrations

Book a demo

Solutions

Corporate year ends

Corporate tax (T2)

Personal tax (T1)

Bookkeeping, HST and payroll

CRA audits and reviews

Legal

Privacy Policy

Terms of Service

Security and data handling

Professional Use & AI Disclaimer

TaxJet is an AI-powered platform designed to assist accounting professionals. It is not an accounting firm, law firm, or substitute for qualified professional advice. Use of TaxJet does not create an accountant–client, adviser–client, or solicitor-client relationship. AI-generated outputs may be inaccurate, incomplete, outdated, or include incorrect citations. TaxJet does not guarantee the accuracy, completeness, or suitability of any output for a particular client, jurisdiction, or purpose. All outputs must be independently verified against original sources, client records, and applicable laws and professional standards before being relied upon, shared with clients, or used in a filing. Users retain responsibility for professional judgment, client advice, calculations, submissions, deadlines, and compliance obligations. TaxJet does not guarantee tax savings, regulatory compliance, or acceptance by any tax authority. Use is subject to our Terms of Service and Privacy Policy.

© 2026 TaxJet AI

CaseWare, Taxprep, Cantax and CCH iFirm are trademarks of their respective owners.