The Complete Tax Platform for Canadian Accountants
Optimize client taxes with AI-powered strategies. Handle CRA correspondence in minutes. Manage clients and documents in one secure vault.
14-day free trial. No credit card required.
Be among the first Canadian accountants to try our AI-powered tax platform. Your feedback shapes the product.
Four Powerful Tools. One Platform.
Everything you need to serve your clients better and grow your practice.
AI Tax Optimizer
Analyze client financial profiles and get personalized tax-saving strategies. Our AI evaluates 15+ Canadian tax optimization strategies including RRSP, TFSA, income splitting, incorporation, and more.
- Personalized strategy recommendations
- Estimated savings calculations
- Implementation action plans
- Track strategy outcomes
CRA Correspondence
Handle CRA letters in minutes instead of hours. Upload any CRA notice and get instant analysis, plain-English explanations, and professional response drafts ready for submission.
- Instant letter classification & analysis
- AI-generated response letters
- Deadline tracking & reminders
- Matter management dashboard
Client Management
Keep all client information organized in one place. Track financial profiles, tax strategies, CRA matters, and documents. Build complete client histories that help you serve them better.
- Comprehensive client profiles
- Financial data tracking
- Team collaboration tools
- Activity history & notes
Document Processing
Extract data from tax slips, receipts, and CRA documents automatically. Our AI reads T4s, T5s, RRSP receipts, and more - saving you hours of manual data entry.
- AI-powered data extraction
- Bulk upload support
- PDF & image processing
- Export to CSV/PDF
And So Much More
Every feature is designed to save you time and help you deliver better results for your clients.
Deduction Finder
Never miss a deduction. Our AI scans for commonly missed tax deductions.
CRA Translator
Turn complex CRA jargon into plain English your clients can understand.
Deadline Tracking
Automatic deadline calculation and reminders. Never miss a CRA deadline.
Strategy Library
15+ Canadian tax strategies with eligibility rules and implementation guides.
Firm Management
Team accounts, role-based access, and firm-wide settings.
PDF Export
Professional exports for CRA submissions and client deliverables.
Get Started in Minutes
TaxVaultAI is designed to fit seamlessly into your existing workflow.
Sign Up
Create your account and set up your firm profile in under 5 minutes.
Add Clients
Import your client list or add them one by one with their financial details.
Analyze
Run AI analysis on tax strategies, process documents, or handle CRA letters.
Deliver Value
Present insights to clients and implement strategies that save them money.
Your Client Data is Protected
We understand the sensitivity of tax and financial data. TaxVaultAI is built with security best practices to protect your client information.
- 256-bit AES encryption at rest
- TLS encryption for all data in transit
- Secure authentication with password hashing
- Role-based access controls
- Regular security updates
Secure
By Design
Built with
Enterprise-grade infrastructure providers
Help Shape the Future of Tax Technology
We're building TaxVaultAI with input from Canadian tax professionals. Join our beta program to get early access and help us build the features you need.
Free during beta. We'll notify you when we launch.
Frequently Asked Questions
What can TaxVaultAI do for my practice?
TaxVaultAI is a complete tax intelligence platform with four main capabilities: 1) AI Tax Optimizer that analyzes client profiles and recommends personalized tax-saving strategies, 2) CRA Correspondence handling that processes CRA letters and generates professional responses, 3) Client Management to track all client information, strategies, and matters in one place, and 4) Document Processing that extracts data from tax slips and receipts automatically.
How does the AI tax optimizer work?
You enter your client's financial profile (income sources, assets, family situation, etc.) and our AI analyzes it against 15+ Canadian tax optimization strategies. It identifies which strategies apply to each client, estimates potential savings, and provides step-by-step implementation guides. Strategies include RRSP optimization, spousal strategies, income splitting, incorporation analysis, and more.
What types of CRA letters can it handle?
TaxVaultAI handles all common CRA correspondence including Notice of Assessment (NOA), Notice of Reassessment (NOR), Requests for Information (RFI), T1 Adjustment requests, GST/HST reviews, payroll audits, and more. Our AI classifies the letter type, extracts key information, identifies deadlines, and generates professional responses.
Is my client data secure?
Security is our top priority. All data is encrypted in transit (TLS) and at rest (AES-256). We use secure authentication with password hashing, role-based access controls, and regular security updates. Our infrastructure is hosted on enterprise-grade platforms (Supabase, Vercel). You can delete all data at any time.
Can I try it before buying?
Yes! We offer a 14-day free trial with full access to all features. No credit card is required to start your trial. You can process documents, run tax optimizations, and try all features during your trial period.
Do you integrate with TaxCycle/ProFile?
We are designed to work alongside your existing tax software. While direct integrations are on our roadmap, you can easily export generated responses and reports as PDF files. Client data can be imported via CSV.
Ready to Try TaxVaultAI?
Get early access to AI-powered tax optimization, CRA correspondence handling, and client management designed for Canadian accountants.
Request Beta AccessFree during beta period