Three plans.
One piece of software.
Every plan is the full Business Tax Pro portal with unlimited bank statements — GIFI-coded, reconciled and T2-ready. What changes is how much human help comes with it. Pay yearly on any plan and save 30%.
Starter
The full portal, run by you.
$1 for your first month, then $35/month.
Or $294/year upfront — save 30% on $420.
- Email support
- Help centre & guided review queue
Assisted
The same portal, with a human on call.
$50/month from day one.
Or $420/year upfront — save 30% on $600.
- Live support (chat & phone) during business hours
- Up to 2 video meetings a month, as needed
- A bookkeeper answers your categorization questions
Managed
A bookkeeper on your books every month.
$100/month from day one.
Or $840/year upfront — save 30% on $1,200.
- Monthly human review of every categorization
- Meetings whenever you need them — no cap
- Priority same-business-day response
- Year-end T2-ready package for your accountant
- Unlimited bank statements every month
- AI categorization with CRA-verified GIFI codes
- Balance-reconciliation check on every statement
- Reports & T2 — quarterly, monthly & yearly Excel
- Payroll paystubs, invoices & receipts
- RBC, TD, BMO, CIBC, Scotiabank + more
- Review queue that flags anything needing a human decision
- All your corporations in one place — one flat price
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Need something beyond Managed — multiple entities, catch-up years, or tax filing? Talk to our team for a fixed quote.