CPA capabilities, rebuilt with AI
Turn business records into reviewable T2 materials.
Operating layer
One preparation system, not scattered tax chores
OPTAX turns records, bookkeeping context, readiness checks, and package generation into one owner-readable workflow.
bank-feed.csv
Conversation-led T2 preparation
Ask what is missing, upload records, classify transactions, and move toward a review-ready package in one guided workflow.
receipt-042.pdf
Supported T2 package
Generate reviewable T2/T2 Short materials with supported schedule context. Supports nil return for zero-revenue companies.
Vehicle use?
Reviewable tax opportunities
Surface potential deductions, credits, and planning questions for owner or CPA review. Estimates are not advice or guarantees.
T2 + GIFI + notes
Review-ready records
Generate reviewable T2 materials with supporting records and 7-year tax-record retention where needed.
Records in -> AI review -> T2 package out
Ready for owner reviewNeeds answer
Shareholder loan detail
Linked evidence
statement-2026-03.pdf
A simplified product visual. Not a CRA page or filing confirmation.
Preparation sequence
The preparation loop
Move through the same order a reviewer expects: records first, questions next, package last.
Connect & Import
Reviewable Mapping
Review Readiness
CPA Review (Optional)
Download and Self-File
Designed for the handoff
Built around the owner, finance, and CPA handoff
OPTAX keeps routine preparation, bookkeeping context, and professional review questions in the same operating layer.
For Founders
Tired of DIY T2 filing in spreadsheets?
- No more translating T4012 guides into Excel formulas
- Start free, upgrade to Lite ($199) when ready to file
- Move from records to reviewable T2 materials
For Finance Teams
Need clean, T2-ready data that syncs with your systems?
- Unified transaction management across all sources
- Export to your existing ERP or accounting system
- Multi-user collaboration with role-based access
For CPA review
Need a second set of professional eyes?
- Share organized records and visible blockers
- Let your CPA review exceptions instead of rebuilding the file
- Keep owner review and CRA self-file boundary clear
Pricing by filing job
Simple, Transparent Pricing
Annual plans include T2 filing credits. Monthly plans are available when you want flexibility.
Choose by filing job
Which path fits your return?
Start with the filing result you need: explore the workflow, prepare one corporation, or coordinate advanced review across more entities.
Trial: confirm the workflow
Use the guided workspace, upload sample records, and see readiness checks before committing to a paid plan.
Lite: prepare reviewable T2 materials
Best for one small corporation or nil return work where you need T2 materials, exports, and owner review.
Professional: handle complex review
Best when you manage multiple entities, recurring context, scenario review questions, or CPA collaboration.
Lite
Review-ready T2 package preparation (including nil return)
Efficient annual preparation for small businesses
- #1 base company included (up to 3 with add-ons)
- Core Features:
- 1 base company included (up to 3 with CA$149 add-ons)
- 1 company-year T2 filing credit per annual subscription period; no rollover
- Monthly plan earns 1 T2 filing credit after 4 paid monthly invoices per subscription year; usable only while active/current/not scheduled to cancel
- Credit-gated review-ready T2 package preparation
- Nil Return (zero revenue) support
- Tax and financial record retention up to 7 years where required
- CSV/Excel export for accountant review
- Multi-year comparison
- Basic anomaly detection
- Email support
Professional
Advanced T2 review workflows
Scenario review with CPA review questions *
- #1 base company included (up to 5 with add-ons)
- Everything in Lite, plus:
- Max 5 Corporate Entities
- 2 company-year T2 filing credits per annual subscription period; no rollover
- Monthly plan earns 1 T2 filing credit after each 2 paid monthly invoices, capped at 2 per subscription year; usable only while active/current/not scheduled to cancel
- Reviewable tax scenario questions
- Salary vs. dividend scenario review
- CCA timing questions for asset purchases
- Priority-ranked review checklist
- Workspace memory for recurring filing context
- What-if scenario review (Preview)
- Pro review package report (5-10 page PDF)
- Advanced readiness checks (GAAR, TOSI)
- Risk flags with CPA/lawyer review prompts
- Priority support
Multi-Entity Pricing
Managing multiple companies? CA$149 annual add-ons add company capacity and include one non-transferable T2 filing credit locked to the added company for the paid subscription period.
Lite - Company add-onsMax 3
1 base company included. Annual CA$149 add-ons include a T2 credit locked to the added company:
- Company 2 (Non-transferable company-locked credit add-on)$149/year
- Company 3 (Non-transferable company-locked credit add-on)$149/year
Professional - Additional companiesMax 5
Annual add-ons are CA$149 each and include a non-transferable company-locked T2 filing credit for the paid subscription period. Monthly add-on credits mature after 4 paid add-on monthly invoices and expire after 12 months if unused.
Firm Partner
Coming SoonFor accounting firms managing client portfolios
- Multi-client management
- Batch T2 preparation package generation
- White-label reports
CPA capabilities, rebuilt with AI
Prepare, check, and package T2 work through a guided conversation without replacing your CPA.
Transaction classification
Turn bank activity and uploads into reviewable GIFI mappings.
CRA readiness checks
Surface missing inputs and rule-based flags before package generation.
Reviewable opportunities
Highlight potential deductions or credits for owner or CPA review.
T2 preparation package
Generate review-ready T2 materials with supporting records.
OPTAX helps prepare and check filing materials. Complex matters should still be reviewed by a CPA.
Start with one corporation
Start your first AI-guided T2 preparation path
Bring one corporation into OPTAX, see the preparation workflow, and decide whether Lite or Pro fits your filing job.
14-day free trial. Credit card required at signup.