The Capabilities of a CPA Firm,Rebuilt with AI
We don't just 'help' you file. Our AI performs the duties of a corporate tax firm—from document audit to CRA-ready T2 returns—at a fraction of the cost.Lite $199/year for compliance → Pro $999/year for advanced optimization.
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Service boundary: We streamline T2 filing for small businesses. For complex audits, we collaborate with your CPA. Learn more
Built with Industry-Leading Technology
Join Our Early Adopter Program
Be among the first to experience AI-powered T2 filing. Early adopters get priority support and influence our roadmap.
🚀 Try Free - Full AI ExperienceEverything you need to automate tax filing
Our AI handles the entire tax preparation workflow, from document analysis to CRA-ready reports.
AI-Powered Tax Intelligence
Proactively finds deductions you'd miss — from transaction classification to tax optimization, compliance auditing, and strategic planning with persistent memory.
Complete T2 Filing
Generate CRA-ready T2/T2 Short with all schedules. Supports nil return for zero-revenue companies.
AI Strategy Engine
Precise salary vs. dividend optimization, CCA timing analysis, and personalized strategy portfolios with ITA citations. Save $5,000-$20,000+ annually.
Compliance Ready
Generate CIF/WAC format files for CRA submission. 6+ years of data retention.
Multi-language Support
Full support for English, French, and Chinese.
Bank-grade Security
End-to-end encryption (AES-256, TLS 1.3), secure cloud infrastructure, complete audit trails.
How It Works
From raw transactions to CRA submission in 5 simple steps.
Connect & Import
Connect your bank or upload CSV, PDF receipts, and invoices. We support multiple data sources.
AI Classification
Our AI automatically categorizes transactions into T2 schedule line items.
Review & Optimize
Lite: Preview your T2. Pro: Get tax-saving suggestions and what-if scenarios.
CPA Review (Optional)
Invite your CPA to review, make adjustments, and digitally sign off on the return.
File to CRA
Download your T2 PDF + CIF/WAC files ready for CRA submission.
Built for Everyone
Whether you're a founder, finance team, or CPA — OPTAX adapts to your workflow.
For Founders
Tired of DIY T2 filing in spreadsheets?
- No more translating T4012 guides into Excel formulas
- Start free, upgrade to Lite ($199) when ready to file
- Save 20+ hours and $1,500+ in accounting fees
For Finance Teams
Need clean, T2-ready data that syncs with your systems?
- Unified transaction management across all sources
- Export to your existing ERP or accounting system
- Multi-user collaboration with role-based access
For CPAs
Tired of cleaning clients' messy spreadsheets?
- Clients do 80% of the work in OPTAX before you see it
- Review only exceptions and high-risk items
- Digital signature + complete audit log
Simple, Transparent Pricing
Monthly and annual billing available. Save with Early Bird annual pricing.
Lite
Complete T2 filing tool (including nil return)
Efficient annual filing for small businesses
- #1 base entity included (up to 3 with add-ons)
- Core Features:
- 1 Base Entity Included (up to 3 with add-ons)
- Full T2 / T2 Short PDF download (no watermark)
- CRA-ready T2 PDF download
- Nil Return (zero revenue) support
- Permanent data storage (6+ years)
- CSV/Excel export for accountant review
- Multi-year comparison
- Basic anomaly detection
- Email support
Professional
AI Tax Advisor - actionable savings
AI-powered tax optimization recommendations *
- #1 base entity included (up to 5 with add-ons)
- Everything in Lite, plus:
- Max 5 Corporate Entities
- AI Strategy Engine fully unlocked
- Salary vs. Dividend optimization with exact rates
- CCA timing analysis for asset purchases
- Personalized strategy portfolio (priority-ranked)
- Persistent memory — AI learns your business
- What-if scenario analysis (Preview)
- Pro Strategy Report (5-10 page PDF)
- Advanced compliance checks (GAAR, TOSI)
- Risk alerts with CPA/lawyer referral suggestions
- Priority support
Multi-Entity Pricing
Multi-entity pricing is available on annual plans only.
Lite - Decreasing PricingMax 3
1 base entity included in plan. Additional entities below:
- Entity 2 (Add-on)$149/year
- Entity 3 (Add-on)$129/year
Professional - Fixed PriceMax 5
Each entity gets full optimization
Firm Partner
Coming SoonFor accounting firms managing client portfolios
- Multi-client management
- Batch T2 generation
- White-label reports
AI-Powered Tax Intelligence
Proactively finds deductions you'd miss, with ITA citations for every recommendation
Smart Classification
Automatically categorize transactions with CRA-compliant codes
Compliance Checking
Cross-reference every entry against ITA regulations in real time
Tax Optimization
Proactively find deductions and credits you might miss
CPA Collaboration
Generate tax filing packages with complete document trails
All recommendations include ITA section references for CPA verification
Ready to streamline your corporate tax?
Join hundreds of Canadian business owners saving time and money.
14-day free trial. Credit card required at signup.