Give your CPA a cleaner starting point
OPTAX helps the owner organize books, reports, supporting records, open questions, and Canada T2 materials before professional review begins.
Real package capture
What your CPA receives
The CPA starts from one organized review package. The ZIP keeps the report, schedules, source summaries, evidence index, and manifest together.
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.
Where professional review begins
The owner can organize routine work first. A CPA steps in where judgment, complexity, tax positions, or external reliance require professional review.
- One organized package
- Transactions, documents, and checks stay together, so review starts from evidence.
- Review questions are visible
- Routine preparation is separated from items needing CPA judgment.
- Analytical views stay review-only
- ASPE, IFRS, US GAAP, and CAS are analytical statement views for a private single company. They are not signed, certified, or ready for external reliance.
- Clear filing boundary
- The owner or authorized representative reviews and files through their own compliant CRA channel.