TaxAITaxAI

Choose the Right TaxAI Plan for You

Every plan: 7 days / 50 rows free trial

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).
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
  • QuickBooks-compatible export
  • Financial income & expense analysis
  • Export organized data (CSV / Excel)
  • Track ongoing income & expenses
  • Upgrade to Pro to unlock CRA categories & tax reports
★ POPULAR
Pro
CAD 29 / mo
CAD 249 / year
As low as CAD 21/mo · Save 29%
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
Landlord / Airbnb
Up to 5 properties
CAD 39 / mo
CAD 319 / year
Up to 10 properties
CAD 49 / mo
CAD 399 / year
For landlords and short-term hosts managing multiple rental properties
Know what each property really earned — without spending weekends on spreadsheets.
  • Automatically sort Airbnb / VRBO / tenant rent and parking income
  • Track mortgage, utilities, insurance, repairs, strata — by property
  • See monthly rental income and expenses for each property
  • Handle mixed-use homes (part-personal, part-rental) with the right ratio
  • Export a T776 rental working paper ready for your accountant
  • Best for owners of condos, houses, basement suites, or short-term rentals
Up to 5 properties
Up to 10 properties
Business
CAD 79 / mo
CAD 639 / year
As low as CAD 53/mo · Save 33%
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 119 / mo
CAD 969 / year
As low as CAD 81/mo · Save 32%
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
  • Up to 20 client profiles
  • Up to 1,000 receipt photos
  • Unified multi-client view
  • Fast client switching
  • Bulk processing & export
  • Firm-level workflow support
  • Broader categorization coverage including advanced investment and corporate accounting
  • Best for professional service teams and advanced users
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