We Automate
T1 Checklists.
From T-slips to complex tax templates, Taxbotic fetches everything and organizes information based on income types for easy tax prep.
Stay organized and on top of things
Team Management
Bring your T1 team’s work together in one shared space. Invite team members and delegate tasks to staff to handle returns top to bottom while keeping tabs on the whole workflow.
KPI's
Make it easier for your team to focus on tasks at hand and track their progress through Taxbotic KPI’s. Your account dashboard gives you a summary to keep you on track during the height of tax season.
Tax Summary
Taxbotic collects all information from your clients ready for tax prep. No more worrying about missing an important deduction as we strive to fetch you 95% of the documents. Any information missed can be requested directly through the platform.
Real Time Messaging
Connect with clients in real time. Exchange messages, documents and other media through Taxbotic’s secure messaging portal.
E-signatures
Taxbotic’s integration with Docusign provides a simple way for clients to sign authorizations easily and securely.
Stay organized and on top of things
Hassle free tax filing
Give your team and clients a smooth experience this tax season with a streamlined T1 Workflow.
Save time
Cut the usual back and forth with clients by automating admin tasks. Use the time saved to focus on billable work.
Painless tax prep
Taxbotic only asks what is relevant to your clients and notifies you when there is everything that you need to prepare returns. No more hiccups due to incomplete tax binders.
Comprehensive
Taxbotic covers most of the scenarios your client may come across during a tax year. Hence leaving very little room to miss something.
Figuring out done for your clients
Taxbotic makes sure your clients don’t have to figure what you need from them to prepare their taxes. Our questionnaire has in built mapping that let’s them know exactly what needs to be provided.
Privacy and data-security you can count on
Taxbotic is built to accommodate modern security requirements. From server location to data handling, we’ve got it covered.
Canadian Servers
Data is stored in Canada
SSL/TLS Encryptions
We use industry leading encryptions when storing and transporting your data
Automatic Backup
Every 12 hours
Regular Testing
We conduct penetration/vulnerability testing, security audits and code reviews at regular intervals to find any weak links.
Virtual Private Network
Use of subnets to ensure one way access of internet and secure routing of the data. VPN also creates an isolated zone to prevent foreign access.
Application Firewalls
Use of AWS shield in conjuction with WAF to provide extra later of security.
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