About OPTAX
Guided T2 preparation software for Canadian small corporations.
Our Global Vision
We are rebuilding the practical CRA/T2 preparation workflow with AI, starting with Canadian small corporations.
Imagine a future where tax compliance is an invisible, reliable utility that works for every business, from Toronto to Tokyo.
OPTAX gives owners a guided path from records to review-ready filing materials, with CPA collaboration when needed.
The Problem We're Solving
Small businesses often face a stark choice: pay for professional preparation or spend weeks learning complex tax rules. OPTAX gives owners a guided preparation path before filing.
From records to T2 preparation materials
Missing inputs and readiness checks before package generation
Download review-ready materials and file through CRA channels
Our Approach
We've built an AI-assisted workflow around the steps owners actually need to finish:
Document Intelligence
Analyzes bank statements, receipts, and invoices into reviewable filing records.
Tax Knowledge Engine
Turns CRA and T4012 guidance into review checkpoints and plain-language next steps.
Compliance Verification
Flags missing records, GIFI questions, and preparation issues before package generation.
Review Workflow
Keeps owner review, CPA collaboration, and filing-boundary notes visible when they matter.
What Drives Us
Accuracy Over Speed
We prioritize reviewability in every workflow. Records, rationale, and blockers stay visible.
Transparency
You see exactly why each decision was made. No black boxes, no hidden logic.
Security First
Secure transport, access controls, privacy-aware safeguards, and complete audit trails. Your data stays yours.
Accessibility
Professional tax preparation tools shouldn't require a professional budget. We're making guided filing-package preparation more affordable.
Our Commitment
OPTAX is built to give business owners structured tax preparation workflows, clear review checkpoints, and exportable review packages without hourly billing.
We're not here to replace CPAs — we're here to help owners prepare better files and make CPA review more efficient when they do engage.
Whether you're preparing your first T2 or your twentieth, OPTAX is designed to make the next filing step clearer.
Ready to Transform Your Tax Preparation?
Start with a guided T2 preparation workflow and see whether OPTAX fits your corporation.