Share your T2 package with a CPA when review is needed
OPTAX helps owners prepare a review-ready T2 package, then hand it to a CPA for complex or high-risk questions without making CPA involvement mandatory.
What gets handed off
Your CPA receives a focused review package: organized records, visible blockers, supporting documents, and the questions that still need professional judgment.
One organized package
Transactions, documents, and readiness checks stay together so review starts from evidence, not email threads.
Review questions are visible
OPTAX separates routine preparation from items that may need CPA judgment or owner confirmation.
Clear filing boundary
The owner or authorized representative reviews the final materials and files through CRA channels.
When CPA review helps
Many small corporations can prepare the package themselves. When a transaction is unusual, records are incomplete, or the filing feels high-risk, you can bring your CPA into the same organized context instead of forwarding scattered files.
Owner-led review handoff
Prepare records in OPTAX through the conversation-led T2 workspace.
Generate a review-ready package with records, blockers, and supporting documents.
Share the package with your CPA in one click when the return is complex or high-risk.
Resolve CPA questions and owner confirmations in the same workspace.
Review the final materials and file through CRA channels as the owner or authorized representative.
CPA review is optional, not required
OPTAX is designed so the owner can move toward a filing result without waiting on a CPA for every step. When professional review is appropriate, the handoff is clean and the responsibility boundary stays clear.