For CPAs: Stop Cleaning Spreadsheets
Your clients do the heavy lifting in OPTAX. You focus on what matters: review, optimize, and sign.
The Problem
Your clients send you messy Excel files, unclear receipts, and incomplete records. You spend hours cleaning data before you can even start the real work.
The OPTAX Solution
Clients use OPTAX to organize their transactions throughout the year. By the time you log in, 80% of the work is done.
Review, Don't Rebuild
AI has already classified transactions. You just review exceptions and high-risk items.
Digital Signature & Audit Log
Sign off digitally with a complete audit trail. Every action is logged for compliance.
Double Your Efficiency
Spend 2 hours per client instead of 10. Take on more clients without burning out.
CPA Workflow
Client invites you to their OPTAX account
You access a dedicated CPA review interface
Review AI classifications, make adjustments
Digitally sign the return
Client downloads files for CRA submission
CPA Partner Network
Join our official CPA network. Get matched with businesses looking for CPA review services. Earn additional revenue.
Join Waitlist