Platform Services
Practical workspace solutions designed to simplify files organization and prepare structured inputs for tax season.
Structured Document Organization
Never lose a receipt or slip. TaxeriPath provides distinct classification tags and categories matching Canadian personal and business filings. Simply upload, label, and order digital files immediately upon arrival.
- Automatic digital folder generation
- Simple slip tracking dashboards (T4, T5, and expense claims)
- Interactive validation checks for missing documentation
Collaborative Client Workspaces
Share folders with internal team members, family partners, or external professional tax consultants securely. Control who has access to adjust fields, add new items, or export final tables.
- Role-specific control (Viewer, Contributor, Admin)
- Comprehensive activity list logs
- Direct download exports in common formats
CRA-Aligned File Preparation
Compile details in uniform formats that line up with standard layouts expected by Canadian tax systems and accountants. Maintain accurate tallies of deductible business expenditures with support evidence.
- Dedicated provincial taxation classification tags
- Calculation verification fields
- Structured summaries for final advisor hand-offs
