TaxVaultAITaxVaultAI
CRA digital-by-default is live since June 2025

CRA compliance trackingfor Canadian accountants

Every CRA notice is now legally presumed read the moment it's sent. TaxVaultAI gives your firm a single dashboard to track deadlines, analyze letters, draft responses, and manage risk across all your clients.

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60-day free trial. No credit card required.

TaxVaultAI Dashboard — CRA compliance tracking for accountants

Why this matters

$25,000

Max penalty for one missed CRA notice — $50/day under s.162(7)

17%

CRA phone accuracy rate. Answers are wrong 83% of the time.

32M

Calls to CRA yearly. Only 10M answered. Clients can’t get through.

0

Canadian tools with cross-client CRA compliance tracking. Until now.

Platform

Four tools. One platform.

Manage CRA compliance, optimize taxes, and serve clients better.

CRA Correspondence

Upload any CRA letter. Get instant classification, deadline extraction, and a professional response draft.

  • 14 letter types with AI classification
  • Automated response generation
  • Cross-client deadline tracking

Tax Optimizer

Analyze client profiles against 15+ Canadian strategies. Get recommendations with estimated savings.

  • RRSP, TFSA, income splitting, incorporation
  • Savings estimates per strategy
  • Implementation action plans

Client Management

Track profiles, CRA matters, risk scores, and documents. See who needs attention at a glance.

  • Risk scoring per client
  • Team collaboration with RBAC
  • Complete matter history

Document Processing

Extract data from T4s, T5s, RRSP receipts, and CRA documents automatically.

  • AI-powered data extraction
  • PDF and image support
  • Export to CSV and PDF

Also included

Built-in tools for every workflow

Deduction Finder

AI scans for commonly missed deductions based on client situation.

CRA Translator

Turn CRA jargon into plain English your clients understand.

Deadline Tracking

Automatic deadline calculation with urgency color-coding.

Strategy Library

15+ Canadian tax strategies with eligibility rules and guides.

Firm Management

Team accounts, roles (Owner/Admin/Preparer/Viewer), firm settings.

PDF Export

Professional exports for CRA submissions and client deliverables.

Getting started

Up and running in minutes

1

Sign up

Create your account and set up your firm profile.

2

Add clients

Import your client list or add them individually.

3

Upload & analyze

Process documents, run tax optimization, or handle CRA letters.

4

Deliver results

Export reports, submit responses, and track outcomes.

Security

Your client data is protected

Tax data demands the highest standards. TaxVaultAI is built on enterprise-grade infrastructure with encryption at every layer.

  • AES-256 encryption at rest
  • TLS encryption in transit
  • Secure authentication with hashing
  • Role-based access controls
  • SOC 2 compliant infrastructure

Enterprise-grade

Built with trusted providers

SupabaseVercelStripe

Founding firm program

60 days free for founding firms

We're onboarding 20 Canadian accounting firms with full access, priority support, and a direct line to shape the product.

Claim your spot

No credit card required. Limited to 20 firms.

Frequently asked questions

What can TaxVaultAI do for my practice?
TaxVaultAI combines four capabilities: CRA correspondence handling (letter analysis, response drafts, deadline tracking), AI tax optimization (15+ strategies with savings estimates), client management (profiles, risk scoring, matter history), and document processing (data extraction from T4s, T5s, receipts).
What types of CRA letters does it handle?
All 14 common types including Notice of Assessment, Notice of Reassessment, Requests for Information, T1 Adjustments, GST/HST reviews, payroll audits, collections, and more. The AI classifies each letter, extracts deadlines, and generates professional responses.
Is my client data secure?
All data is encrypted in transit (TLS) and at rest (AES-256). We use secure authentication with password hashing, role-based access controls, and enterprise-grade infrastructure (Supabase, Vercel). You can delete all data at any time.
Can I try it before buying?
Yes. Founding firms get 60 days of full access to all features. No credit card required. Process documents, run tax optimizations, handle CRA correspondence, and manage clients during your trial.
Does it integrate with TaxCycle or ProFile?
TaxVaultAI works alongside your existing tax software. Direct integrations are on our roadmap. Currently you can export responses and reports as PDF, and import client data via CSV.

Ready to try TaxVaultAI?

60 days free. CRA compliance, tax optimization, and client management built for Canadian accountants.

Start your free trial