Canada · Live
Your AI CFO, now live for Canadian companies.
Review source-backed financials, act on CFO Lens signals, and prepare a T2 package when year-end arrives.
Real product capture
See the recommendation where the financial work happens.
The workspace, recommendation, evidence boundary, and Copilot action stay together.
- The owner recommendation stays inside the operating work.
- Copilot explains evidence, limits, and the next safe action.
- Actions lead back to records, reports, or the relevant review workflow.
1.The owner recommendation stays inside the operating work.
2.Copilot explains evidence, limits, and the next safe action.
3.Actions lead back to records, reports, or the relevant review workflow.
What the capture proves
OPTAX is a working Financial Center with visible human review boundaries, not a generic finance-content website.
- Current app capture, not a reconstructed marketing mockup
- Seeded company and March 2026 review context
- No direct filing or automatic mutation claim
One Financial Center, before and during tax season.
The same records support monthly decisions, advisor review, and the year-end package.
- Know what changed
- Review monthly books, reports, cash questions, and the source evidence behind each readback.
- Know what to do next
- CFO Lens turns supported changes into owner-facing priorities, assumptions, and next actions.
- Prepare the Canada output
- Use the same financial work to assemble a review-ready T2 package and cleaner CPA handoff.
Canada Tax output
A real T2 package, built from the financial work.
Download the reports, support files, and open questions a CPA or authorized representative needs to review.
Main review report
A readable summary of the company-year package, calculations, evidence support, and review notes.
Complete package ZIP
Schedules, source summaries, evidence index, manifest, and supporting output stay together.
Questions that still need judgment
Missing evidence and owner or professional review items remain visible instead of being buried.
Where OPTAX stops
OPTAX prepares and organizes. The owner, authorized representative, or CPA reviews and files through the appropriate CRA channel.
Use the Canada service with the right context.
Pricing, guidance, filing boundaries, and professional handoff stay inside the live Canada market.
Start with the numbers you have.
Open one company, review what is supported, and see the next action.
Open Financial Center