OUR EXPERTISE
Subscription-based tax planning, monitoring, and optimization all year long.
One-time T1 returns for individuals, families, and students.
Tax returns for sole proprietors, professional practices, and incorporated small businesses, from self-employed T1 to full T2 corporate filings.
Correcting or amending past returns to recover missed credits or fix errors.
Representation and documentation assistance when the CRA comes knocking.
Formal contestation of CRA assessments you believe are incorrect.
One-on-one expert advice for specific tax questions, decisions, or situations that don't fit a standard filing.
Correcting or amending past returns to recover missed credits or fix errors.
Every tool we build has one goal: to bring expert tax guidance to every Canadian, at every stage of life.
OUR TOOLS
Free Resources
The Financial Brief
Stay ahead with weekly tax insights and financial news that matter to you.
MTools & MCalculator
Calculate potential savings and estimate your liability with our professional-grade and user-friendly tools.
premium services
SmartPlan 365
Proactive year-round tax management and optimization, monthly updates, and a dedicated secure portal.
- Professionally prepared tax return
- Accuracy and optimization checks
- 24/7 access to our secure platform
- Direct CRA EFILE submission
- Clear summary of your tax results
- Everything in SmartFile
- Access to ATLAS, our tax management dashboard
- Proactive optimization and clear guidance
- Monthly dashboard updates and projections
- 24/7 secure access to your documents and reports
Get Your Personalized Pricing
Take our quick 60-second quiz about your tax situation and see what SmartFile and SmartPlan 365 will cost for you.
Please note that these prices are estimates and only the checkout price is final.
Starter
SmartFile
- Professionally prepared tax return
- Accuracy and optimization checks
- Direct CRA EFILE submission
- Clear summary of your tax results
- Post-filing support
- Access to ATLAS, our tax management dashboard
- Proactive optimization and clear guidance
- Year-round tax support
- Monthly dashboard updates and projections
- 24/7 secure access to documents and reports
- Direct email support
Most Popular
SmartPlan 365
- Professionally prepared tax return
- Accuracy and optimization checks
- Direct CRA EFILE submission
- Clear summary of your tax results
- Post-filing support
- Access to ATLAS, our tax management dashboard
- Proactive optimization and clear guidance
- Year-round tax support
- Monthly dashboard updates and projections
- 24/7 secure access to documents and reports
- Direct email support
Frequently Asked Questions
Everything you need to know about managing your taxes with our platform.
Taxes shouldn’t be a once-a-year scramble. With SmartPlan 365, we stay with you year-round, monitoring changes, optimizing your strategy, and making sure there are no surprises at tax time.
SmartFile is a one-time tax filing service: we prepare and submit your return accurately and on time. SmartPlan 365 is a year-round tax management service: we build your tax profile, you get a dashboard to track your tax situation, and personalized advice to reduce your tax burden. Your annual filing is included in this plan.
Yes. Our reports are made for everyday Canadians, not accountants. We strip away the jargon and confusion so you can see your situation clearly, at a glance.
Absolutely. Your data is protected through encrypted connections and stored in a private portal that only you and your assigned tax expert can access.
Anytime. After signing up, you have 24/7 access to upload documents, check your dashboard, and review your reports, whenever it suits you.
Choose your plan (SmartFile or SmartPlan 365), complete your purchase, and you’ll receive an email to set up your secure portal. From there, you’ll fill out a simple intake form and start uploading your documents.
We update Atlas at least monthly. Any changes you make (documents or information) are reflected in your projections.
We’ve built Atlas to be as simple as online banking. It’s intuitive and easy to navigate. If you ever get stuck or have questions, just reach out. We’re always here to help.
Student pricing applies if you’re a full-time post-secondary student with only simple income (part-time job and/or scholarships). We’ll confirm eligibility when you submit.
Yes! Filing creates RRSP contribution room, qualifies you for GST/HST credits, and lets you carry forward tuition credits. Even with $0 income, filing is beneficial.
Highly recommended! Taxes Manager is built specifically for individuals and small business owners like you. New businesses benefit most from year-round guidance on expense tracking, quarterly tax planning, and avoiding common mistakes. We’ll help you set up properly from day one.
Yes, as long as we haven’t submitted your return yet. SmartFile and SmartPlan 365 are separate services. Once we file through SmartFile, that’s complete. But if you upgrade before submission, we’ll credit your payment and activate your SmartPlan membership immediately.
SmartPlan 365 is designed to adapt with you. Update your information in Atlas, and we will review the change. If it affects your complexity tier, we’ll adjust your subscription to match your new situation. You’ll be notified of any pricing changes before they take effect.
Once you’ve uploaded all documents, SmartFile returns are typically completed within 5-7 business days. SmartPlan 365 members get priority processing within 3-5 business days.
All communication happens through your secure client portal. SmartPlan 365 members also get direct email support for faster responses.
Year-round tax support is only available for SmartPlan 365 members. SmartFile is a one-time filing service that concludes once your return is submitted. Both services include post-filing support if any agency requests additional information or issues a reassessment.
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