Freedom251 › Tax Compliance Software
TaxDesk
What TaxDesk is
TaxDesk is a paid web workspace for coordinating Canadian tax administration across entities and advisers. It brings filing obligations, payments, CRA records, ownership, documents and tax history into one place, while supporting corporate income tax, GST/HST, payroll, trusts, T5013, T4/T5 summaries, non-resident withholding and RZ slip filings. Users enter each entity’s programmes and settings, and TaxDesk creates filing and payment tasks with due dates. It does not prepare or file returns and does not connect to CRA portals; users continue filing through their usual channels. The system reads about 50 Canadian business document types and links extracted information to source pages. It tracks balances such as CDA, ERDTOH, NERDTOH, GRIP, safe income and losses as dated entries. Share transactions can produce current holdings, ownership percentages, PUC and ACB. An MCP connector supports listed assistants within account permissions, with reversible change history. Essentials costs C$199 a month, Group C$499 a month and Scale C$999 a month.
Who it suits
It suits finance teams coordinating several Canadian entities and external advisers, including CPA firms using separate client workspaces.
What it does well
- Creates filing and payment tasks
- Reads about 50 document types
- Tracks detailed tax balances
- Calculates ownership measures
- Includes reversible change history
What to know first
- Does not prepare or file returns
- No CRA portal connection
- No free plan
- Web platform only
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| TaxDesk Pro | Unlimited legal entities · Up to 10 users | On request |
| 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 | On request |
| Essentials | Billed monthly. · Up to 5 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge | C$199 a month |
| Group | Billed monthly. · Up to 15 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge | C$499 a month |
| Scale | Billed monthly. · Up to 40 managed entities · Unlimited third parties and individuals · Whole team, no per-seat charge | C$999 a month |
| Enterprise | Priced with you. · More than 40 managed entities or custom terms · Implementation support · Custom commercial terms | On request |
As taxdesk.ca lists them, read 22 Sept 2026. The maker's own page has the final word.
Verdict
TaxDesk centralises Canadian tax records, obligations, documents and ownership calculations without replacing filing channels. Its paid plans vary by managed-entity capacity, while third parties and individuals remain unlimited.
Facts from TaxDesk's own pages
- AI connector
- The MCP connector works with Claude, ChatGPT, Codex, Microsoft Copilot, and other MCP assistants. · taxdesk.ca, 12 Oct 2026
- 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. · taxdesk.ca, 12 Oct 2026
- 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. · taxdesk.ca, 12 Oct 2026
- 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. · taxdesk.ca, 12 Oct 2026
- Document reading
- It reads about 50 Canadian business document types and links extracted facts to their source pages for review. · taxdesk.ca, 12 Oct 2026
- Filing obligations
- Users enter each entity’s tax programs and filing settings, which TaxDesk uses to create filing and payment tasks with due dates. · taxdesk.ca, 12 Oct 2026
- Filing support level
- none · taxdesk.ca, 22 Sept 2026
- Free plan
- No · taxdesk.ca, 22 Sept 2026
- 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. · taxdesk.ca, 12 Oct 2026
- Ownership
- Users can record share transactions, and TaxDesk calculates current shareholdings, ownership percentages, PUC, and ACB. · taxdesk.ca, 12 Oct 2026
- 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. · taxdesk.ca, 12 Oct 2026
- Purpose
- TaxDesk keeps Canadian entities, filings, payments, CRA records, ownership, documents, and tax history together in one workspace. · taxdesk.ca, 12 Oct 2026
- Return filing
- No · taxdesk.ca, 22 Sept 2026
- 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. · taxdesk.ca, 12 Oct 2026
- Support
- The pricing page says new workspaces are set up with TaxDesk, starting from returns the customer already has. · taxdesk.ca, 12 Oct 2026
- Supported tax types
- Corporate income tax (T2),GST/HST,payroll,trust (T3),T5013,T4/T5 summaries,NR withholding,and RZ slip filings · taxdesk.ca, 22 Sept 2026
- Target users
- TaxDesk describes finance teams coordinating tax across several Canadian entities and their external advisors as its audience. · taxdesk.ca, 12 Oct 2026
- Tax records
- The product tracks tax balances including CDA, ERDTOH, NERDTOH, GRIP, safe income, and loss balances as dated entries. · taxdesk.ca, 12 Oct 2026
Where TaxDesk stands on Freedom251
- Tax Compliance Software#99 of 105