Choose the Right TaxAI Plan for You

🔥 Limited Offer

Turn messy transactions into cleaner, accountant-ready tax working papers.
Built for Canadian self-employed, small businesses, and accounting professionals.

All paid plans include unlimited transaction import (CSV / Excel).
Free
CAD 0 / mo
Best for first-time TaxAI users
  • 1 client profile
  • Up to 30 transactions
  • Up to 30 receipt photos
  • Import (CSV / Excel), manual entry, photo capture
  • Auto categorization preview
  • Yearly summary preview
  • Data export not available
  • No CRA category structure
  • No tax-ready outputs
Starter
CAD 9 / mo
For individuals, landlords, and basic self-employed users — organize your daily transactions
Quickly turn messy records into clear, organized books for your accountant — save hours of work.
  • Includes everything in Free
  • 1 client profile
  • Unlimited transaction import (CSV / Excel)
  • Up to 50 receipt photos
  • 16 business category tags (bilingual dropdown)
  • One-click tagging for each transaction
  • Export organized data (CSV / Excel)
  • Exports include category tags for easy accountant review
  • Track ongoing income & expenses
  • Upgrade to Pro to unlock CRA categories & tax reports
★ POPULAR
Pro
CAD 29 / mo
CAD 288 / year
As low as CAD 24/mo · Save 17%
For self-employed users ready for formal tax preparation, and those with basic investment income
CRA Tax Organization Workflow (T2125 / GST)
Upgrade from 'organized data' to 'tax-preparation-ready data'.
  • Includes everything in Starter
  • Up to 3 client profiles
  • Up to 200 receipt photos
  • CRA income & expense category structure
  • Basic investment income categorization
  • Custom CRA category mapping
  • Automatic categorized summaries (income / expenses)
  • Working papers export (categorized transactions / summary data)
  • T2125 / GST tax preparation reference data
  • Better suited for moving directly into tax preparation
  • Best for self-employed and basic investment users
Business
CAD 89 / mo
CAD 888 / year
As low as CAD 74/mo · Save 17%
For users with more complex business structures, multiple income sources, and advanced categorization needs
Built for complex businesses — not just bookkeeping, but preparation for tax filing and accountant handoff.
  • Includes everything in Pro
  • Up to 3 client profiles
  • Up to 500 receipt photos
  • Multi-account & multi-entity management
  • More comprehensive business categorization structure
  • Support for more complex business scenario organization
  • Complex business income & expense categorization
  • Higher-volume data processing and export
  • Best for multi-income, complex operations, and growing businesses
Accountant
CAD 129 / mo
CAD 1288 / year
As low as CAD 107/mo · Save 17%
For accountants, bookkeepers, and firm teams handling multi-client work
Unify multi-client, multi-category, multi-workflow into one professional interface.
  • Includes everything in Business
  • Accountant workspace for multi-client management
  • Unlimited client profiles
  • Up to 1,000 receipt photos
  • Accountant dashboard
  • Unified multi-client view
  • Fast client switching
  • Bulk processing & export
  • Firm-level workflow support
  • Full categorization coverage including advanced investment and corporate accounting
  • Best for professional service teams and advanced users
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