Powerful Features, Intelligent Experience
OPTAX applies AI-powered intelligence to provide end-to-end automation for your corporate tax workflow
AI-Powered Tax Intelligence
Intelligent capabilities working together to analyze, calculate, audit and generate your tax documents.
- Smart Routing — Intent recognition & task orchestration
- Document Intelligence — Automated parsing & extraction
- Tax Calculation — Precise T2 computation
- Compliance Check — Real-time CRA rule validation
- Final Audit — Cross-reference & risk detection
- Tax Q&A — Expert knowledge on demand
- Report Generation — Auto-generated T2 & schedules
- Guided Setup — Step-by-step onboarding
Smart Document Processing
Upload bank statements, receipts, and invoices. AI extracts and categorizes all transactions automatically.
- Supports PDF, CSV, Excel formats
- OCR for scanned documents
- Auto-categorize Income/Expenses
- Smart Match GIFI Codes
- Duplicate Transaction Detection
- Bank Statement Parsing
Real-time Compliance Check
Continuous audit with 20+ rules covering revenue validation, GIFI codes, and CRA requirements.
- Revenue Consistency Check
- Balance Sheet Validation
- Expense Reasonability Analysis
- GIFI Code Compliance
- CRA Requirement Validation
- Historical Data Audit
Complete Report Suite
Generate T2, Schedule 100/125, GST/HST, Annual Return and more - all CRA-ready PDFs.
- T2 Corporation Income Tax Return
- Schedule 100 Balance Sheet
- Schedule 125 Income Statement
- GST/HST Return
- Federal Annual Return
- Director Info Change
- Tax Summary Report
Multi-language Support
Full support for English, French, Simplified and Traditional Chinese.
- English
- Français
- 简体中文
- 繁體中文
- Auto-detect Interface Language
- Multilingual AI Assistant
Bank-grade Security
End-to-end encryption, security aligned with SOC 2 principles, complete audit trails.
- AES-256 Data Encryption
- TLS 1.3 Transport Encryption
- SOC 2 Aligned Practices
- Complete Audit Logs
- Company-level Data Isolation
- Regular Security Audits
QuickBooks, Xero & Sage Integration
Import financial data directly from your accounting software. Supports all major Canadian accounting platforms.
- QuickBooks Desktop & Online
- Xero Export Format
- Sage 50 Canada
- Auto-map GIFI Codes
- Anomaly Detection
- CSV/Excel Fallback
Ready to experience intelligent tax filing?
14-day free trial, credit card required, cancel anytime