From T-slips to complex tax templates, Taxbotic fetches everything and organizes information based on income types for easy tax prep.
Bring your T1 team’s work together in one shared space. Delegate tasks and let staff handle returns top to bottom while keeping tabs on the whole workflow.
Make it easier for your team to focus on tasks at hand and track their progress through Taxbotic KPI’s. Your account dashboard gives you a summary to keep you on track during the height of tax season.
Taxbotic collects all information from your clients ready for tax prep. No more worrying about missing an important deduction as we strive to fetch your 95% of the documents. Any information missed can be requested directly through the platform.
Connect with client in real time. Exchange messages, documents and other media through Taxbotic’s secure messaging portal.
Taxbotic’s integration with Docusign provides a simple way for clients to sign authorizations easily and securely.
Give your team and clients a smooth experience each tax season as we streamline the T1 prep process.
By cutting the usual back and forth you can save a lot of admin hours and instead use those hours to grow your business.
Taxbotic only asks what is relevant to your clients and only lets you know when there is everything that you need to prepare returns. No more hiccups due to incomplete tax binders.
Taxbotic covers most of the scenarios your client may come across during a tax year. Hence leaving very little room to miss something.
Taxbotic makes sure your clients don’t have to figure what you need from them to prepare their taxes. Our questionnaire has in built mapping that let’s them know exactly what needs to be provided.
Taxbotic is built to accommodate modern security requirements. From server location to data handling, we’ve got it covered.
Data is stored in Canada
We use industry leading encryptions when
storing and
trasporting your data
Every 12 hours
We conduct penetration/vulnerability testing, security audits and code reviews at regular intervals to find any weak links.
Use of subnets to ensure one way access of internet and secure routing of the data. VPN also creates an isolated zone to prevent foreign access.
Use of AWS shield in conjuction with WAF to provide extra later of security.