AI-powered tax preparation that augments your team — not replaces it. Drop client documents, Taxfolio handles the rest. Built for Canadian accounting firms ready to work smarter.
From document drop to completed return — Taxfolio streamlines your entire workflow.
Upload entire client packages — T4s, T5s, T3s, T1135s, receipts, and more. Batch or individual, any format.
Document AI reads, classifies, and extracts data from every slip. OCR handles scanned documents and photos automatically.
RAG engine cross-references CRA rules, tax folios, and your firm's filing patterns to flag errors and optimize deductions.
Your team reviews AI-prepared returns with highlighted areas needing attention. Approve, adjust, and file with confidence.
Six integrated modules that transform how your firm handles tax season.
Drop entire client packages — Taxfolio reads every T4, T5, T3, T1135, and receipt. AI classifies, extracts, and organizes. No manual data entry.
Built on a retrieval-augmented generation engine trained on CRA rules, tax folios, and real filing patterns. The more your firm files, the smarter it gets.
AI identifies inconsistencies, missing deductions, and high-risk entries before filing. Reduces audit exposure and catches errors your team might miss.
Manage hundreds of clients from one view. Track progress, assign team members, monitor deadlines, and see real-time filing status at a glance.
AI scans for commonly missed deductions and credits — medical expenses, home office, moving costs, charitable donations — and suggests optimal claims.
Role-based access, review workflows, and internal notes. Junior staff prepares, senior reviews — all within one platform with full audit trail.
Comprehensive coverage of Canadian personal and corporate tax documents.
Whether you're a solo practitioner or a multi-partner firm, Taxfolio scales to match your workflow.
Handle 2–3x more clients without hiring. AI handles the prep, you handle the relationships.
Standardize workflows across teams. Consistent quality, reduced review cycles, and clear audit trails.
Enterprise-grade security, multi-office collaboration, and compliance workflows that scale across locations.