TaxDesk

5.8easy start · #101of 109
in Tax Compliance Software

Free to practise onno
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Runs where you workno

Runs on Web.

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TaxDesk is ranked #101 of 109 in tax compliance software on The Geeks Club. It runs on Web. There is no free plan.

TaxDesk plans and pricing

All plans

TaxDesk Pro Unlimited legal entities · Up to 10 users taxdesk.ca · 22 Sept 2026

TaxDesk for CPA Firms Separate secure workspace for each client group · Flexible firm-wide pricing · Assisted onboarding · Multi-client portfolio workflows · All TaxDesk Pro features taxdesk.ca · 22 Sept 2026

Enterprise Unlimited users taxdesk.ca · 22 Sept 2026

Essentials C$199/mo Billed monthly. Up to 5 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge taxdesk.ca · 12 Oct 2026

Group C$499/mo Billed monthly. Up to 15 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge taxdesk.ca · 12 Oct 2026

Scale C$999/mo Billed monthly. Up to 40 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge taxdesk.ca · 12 Oct 2026

Compared on tax compliance software

Free plan: No
Supported tax types: Corporate income tax (T2), GST/HST, payroll, trust (T3), T5013, T4/T5 summaries, NR withholding, and RZ slip filings
Return filing: No
Filing support level: none

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The record

Purpose: TaxDesk keeps Canadian entities, filings, payments, CRA records, ownership, documents, and tax history together in one workspace.
Document reading: It reads about 50 Canadian business document types and links extracted facts to their source pages for review.
Filing obligations: Users enter each entity’s tax programs and filing settings, which TaxDesk uses to create filing and payment tasks with due dates.
No filing or CRA portal connection: TaxDesk does not prepare or file returns and does not connect to CRA portals; users file through their usual channels.
Tax records: The product tracks tax balances including CDA, ERDTOH, NERDTOH, GRIP, safe income, and loss balances as dated entries.
Ownership: Users can record share transactions, and TaxDesk calculates current shareholdings, ownership percentages, PUC, and ACB.
AI connector: The MCP connector works with Claude, ChatGPT, Codex, Microsoft Copilot, and other MCP assistants.
AI permissions and history: The connector operates within the TaxDesk account’s permissions and logs changes with a saved prior version that can be reversed.
Security: TaxDesk says connections and stored data are encrypted, requests are checked against workspace membership and role, and documents download through a signed-in link.
Plan limits: Plans differ by managed-entity capacity; third parties and individuals are unlimited, and the whole team is included without a per-seat charge.
Target users: TaxDesk describes finance teams coordinating tax across several Canadian entities and their external advisors as its audience.
CPA firms: CPA firms can use separate workspaces for each client group and pay a firm-wide price based on the number of client groups.
Support: The pricing page says new workspaces are set up with TaxDesk, starting from returns the customer already has.
Company background: TaxDesk says Canadian tax professionals and software engineers founded the company; it does not state a founding year or headquarters on the About page.

Where it ranks on The Geeks Club

Best Tax Compliance Software in 2026#101 of 109

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Sources

taxdesk.ca/features· checked 12 Oct 2026
taxdesk.ca/agents· checked 12 Oct 2026
taxdesk.ca/pricing· checked 12 Oct 2026
taxdesk.ca· checked 12 Oct 2026
taxdesk.ca/company· checked 12 Oct 2026