Product Tour & User Guide
See how Optax helps prepare your T2 review package. No sales calls required.
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Conversation drives the workflow
Ask what is missing, review the assistant's next action, and keep the filing job centered on the T2 result.
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Readiness before output
See blockers, source records, and GIFI mapping questions before a package is generated.
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Clear filing boundary
OPTAX prepares review-ready materials; the corporation or authorized representative still reviews and files through CRA channels.
Quick Start Guide
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1
Create Account
Register in seconds with Google or Email.
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2
Connect Data
Securely link your bank accounts and upload receipts.
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3
AI Analysis
AI categorizes transactions and prepares the T2.
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Download Package
Review the draft, download your T2 PDF, and submit through CRA My Business Account yourself.