What actually happens after you sign up
No software to learn, no weekly homework. Here is the whole system: one setup, AI working daily, and an accountant who signs a monthly report you can read in two minutes.
CRA EFILE authorized · Every file reviewed by an accountant · Built in Ottawa, Canada
Getting started
Onboarding is one short stretch of work, and it is mostly ours.
Step 1
The discovery call
One short call. We scope your volume, accounts, complexity, and payroll, and quote your flat monthly price live. If your books need catch-up, we scope that too.
Step 2
Connect your accounts
You link your bank accounts, credit cards, and payroll through read-only connections. We cannot move money, only see it. How we protect your data.
Step 3
We take it from here
We set up your books, bring anything outstanding current, and run your first monthly report. After that, the system below runs every month.
A month with taxifi
Here is what a typical month looks like once you are set up.
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Every day
AI keeps the books current
New transactions from your bank and card feeds are categorized overnight. Your dashboard always shows money in your pocket and what you owe CRA, with the tax already set aside.
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As needed
Quick questions, not homework
When something is genuinely ambiguous, like a payment that could be personal or business, we ask you. One short question, answered in seconds, not a folder of uncategorized mystery.
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On schedule
Payroll and CRA payments run
Your team is paid on your schedule. Source deductions go to CRA on time. When an HST period ends, the return is prepared and filed.
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Month-end
Every account balanced
Each bank and card account is balanced to the penny. Anything the AI flagged during the month gets resolved before the month is signed off.
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Sign-off
An accountant reviews and signs
A Canadian accountant reviews the month, signs off on the month, and you get a one-page report: transactions categorized, accounts balanced, filings made. Two minutes to read, and you know exactly where you stand.
And at year-end
Nothing changes, because nothing has piled up. The same team that looked after your books all year prepares your T4s and slips, then prepares and files your corporate tax return (T2). It is covered by your monthly price. There is no spring invoice and no scramble, because year-end is just another month-end.
Not ready for the monthly service? We also take on annual corporate year-ends: financial statements and the T2, as a one-time engagement.
Advice is included
Tax planning, paying yourself, cash flow, big purchases: ask any time. The advice comes from the accountant who already knows your numbers, with no hourly meter running.
What’s in the priceWho does what
AI does the daily volume. An accountant reviews everything, answers your questions, and is accountable for every filing. We wrote a whole page on exactly where the line sits.
Why AI + an accountantHow your data is protected
Read-only connections, encryption, and access limited to the people working on your file. Worth two minutes if you are handing over a bank connection.
Security & trustCommon questions
What do I actually have to do each month?
Answer the occasional quick question and read your monthly report. Most clients spend a few minutes a week on their books, total.
What happens if the AI categorizes something wrong?
Two safety nets. The AI flags anything it is not confident about instead of guessing, and an accountant reviews the month before anything is signed or filed. Mistakes get caught at review, not at year-end.
How do I reach my accountant?
Message us any time, with no meter running. Questions are answered by the team that actually works on your file, and unlimited accountant questions are included in every plan.
How long does onboarding take?
Connecting your accounts takes about a few minutes of your time. How quickly we are fully running depends on the state of your books; if you are behind, we scope a catch-up project on the discovery call and tell you exactly how long it will take.
See it priced for your business
One discovery call. We scope your business, quote a flat monthly price live, and you decide.
Book a discovery call