Less T1 Admin,
Eliminate manual T1 checklists and collect information that is ready to put into tax software.
Tax season stress is a thing of the past
You send out tax checklists and wait forever to receive the documents from clients only to find out they missed something. You are stressed, work feels scattered, schedules take a hit, and constant back and forth transforms into frequent evenings spent at work.
We fetch everything you need to prepare your client’s T1 and organize the paperwork in one place ready to populate the tax return software without worrying about missing something. You’ll be on top of things & out of office on the dot.
How it works
1. Invite your clients
Simply add a client & send an email invite to request documents. No prior information about client is required. Sit back and relax as we take it from here.
2. Client answers a few simple questions
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.
3. Taxbotic generates a custom checklist
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.
4. Prepare and transmit
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.
to request information from clients
for clients to send everything you need
peace of mind
Manage your T1’s from one place
Taxbotic provides a dedicated platform to manage your T1 workflow. Track KPI’s, send document requests with one click and take advantage of a suite of features enabling your T1 practice to reside in one place.
Optimize your workflow
Experience the power of Taxbotic to handle the lazy admin functions of your T1 process. Cut unwanted actions and streamline tax prep.
Scale your T1 practice
Save time on unwanted functions and focus on growing your business. Use Taxbotic to grow clients without worrying about things falling through the cracks.
Peace of mind
Taxbotic strives to fetch you 95% of the client information. No more worrying about missing an important deduction or credit.
Backed by the best
Taxbotic partners and integrates with industry-leading services to automate your T1 information collection process.
“Taxbotic’s automation helped me reduce the admin effort of my T1 practice to zero. I was always on lookout for a solution that solved this. Taxbotic is what I’ve needed.”
“We have always dreaded the sorting of T1 binders from clients. With Taxbotic we don’t have to worry about it anymore. Send an email invite and Taxbotic figures the rest.”
“Taxbotic makes it ridiculously simple to engage wth clients for documents required from them. Minimal back and forth has seen our productivity and billings go up.”
“Our clients love Taxbotic. It is extremely easy to navigate, really user-friendly and Taxbotic support has gone above and beyond with any requests we've had. ”
“Taxbotic’s beta last year was a life saver for us. We used to use manual checklists and with Covid we had no idea how to go about collecting information from clients until Taxbotic arrived.”
Powerful Software, Simple Pricing
A free trial to discover Taxbotic. Test for 14 days with no feature restrictions. We’ll throw in 10 free tax returns.
Taxbotic premium offers one plan to maintain account and use all features. Billing is monthly or annually.
Add additional tax returns, team accounts and esignature envelopes based on your needs. Purchase add-ons as you go.