Simply add a client & send an email invite.
No prior information about client is required.
Sit back and relax as we take it from here.
Your client goes through a simple questionnaire. There are no technical questions and ready explanation notes are provided where needed. Client is only asked questions relevant to their tax situation.
Based on your client’s responses, Taxbotic generates a customized list of documents that you will need to prepare their tax return. Once uploaded, we will notify you right away.
We present all information collected in one place ready to put into your tax software. Once ready, get the necessary authorizations and send finalized tax info all through our secure portal.
Experience the power of Taxbotic to handle the lazy admin functions of your T1 process. Cut unwanted actions and streamline tax prep.
Save time on unwanted functions and focus on growing your business. Use Taxbotic to grow clients without worrying about things falling through the cracks.
Taxbotic strives to fetch you 95% of the client information. No more worrying about missing an important
deduction or credit.
A free trial to discover Taxbotic. Test for 14 days with no feature restrictions. We’ll throw in 10 free tax returns.
Learn moreTaxbotic premium offers one plan to maintain account and use all features. Billing is monthly or annually.
Learn moreAdd additional tax returns, team accounts and esignature envelopes based on your needs. Purchase add-ons as you go.
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