01. Secure Document Storage
Gather your slips, bank statements, write-offs, and other tax files into an organized digital workspace. Say goodbye to scattered files in folders and unmanaged email threads. Files are kept secure and always backed up.
02. Categorization & Claims Matching
TaxeriPath automatically organizes common deductible items matching standard CRA requirements. Tag transactions swiftly, calculate total business use proportions, and review summaries effortlessly.
03. Internal Review & Accountant Handoff
Invite advisors or internal colleagues to look over the ready documents before filing. Maintain a secure connection history showing who processed each specific document, adding confidence to final data.
04. Accurate CRA Checklists
Track everything you need for T1, T2125, T2 and corporate filings with bespoke structured checklists. Never forget self-employed write-offs or common local deductions ever again.