Simple, Transparent Pricing
Annual plans include T2 filing credits. Monthly plans are available when you want flexibility.
Choose by filing job
Which path fits your return?
Start with the filing result you need: explore the workflow, prepare one corporation, or coordinate advanced review across more entities.
Trial: confirm the workflow
Use the guided workspace, upload sample records, and see readiness checks before committing to a paid plan.
Lite: prepare a review-ready T2 package
Best for one small corporation or nil return work where you need T2 materials, exports, and owner review.
Professional: handle complex review
Best when you manage multiple entities, recurring context, scenario review questions, or CPA collaboration.
Lite
Review-ready T2 package preparation (including nil return)
Efficient annual preparation for small businesses
- #1 base company included (up to 3 with add-ons)
- Core Features:
- 1 base company included (up to 3 with CA$149 add-ons)
- 1 company-year T2 filing credit per annual subscription period; no rollover
- Monthly plan earns 1 T2 filing credit after 4 paid monthly invoices per subscription year; usable only while active/current/not scheduled to cancel
- Credit-gated review-ready T2 package preparation
- Nil Return (zero revenue) support
- Tax and financial record retention up to 7 years where required
- CSV/Excel export for accountant review
- Multi-year comparison
- Basic anomaly detection
- Email support
Professional
Advanced T2 review workflows
Scenario review with CPA review questions *
- #1 base company included (up to 5 with add-ons)
- Everything in Lite, plus:
- Max 5 Corporate Entities
- 2 company-year T2 filing credits per annual subscription period; no rollover
- Monthly plan earns 1 T2 filing credit after each 2 paid monthly invoices, capped at 2 per subscription year; usable only while active/current/not scheduled to cancel
- Reviewable tax scenario questions
- Salary vs. dividend scenario review
- CCA timing questions for asset purchases
- Priority-ranked review checklist
- Workspace memory for recurring filing context
- What-if scenario review (Preview)
- Pro review package report (5-10 page PDF)
- Advanced readiness checks (GAAR, TOSI)
- Risk flags with CPA/lawyer review prompts
- Priority support
Multi-Entity Pricing
Managing multiple companies? CA$149 annual add-ons add company capacity and include one non-transferable T2 filing credit locked to the added company for the paid subscription period.
Lite - Company add-onsMax 3
1 base company included. Annual CA$149 add-ons include a T2 credit locked to the added company:
- Company 2 (Non-transferable company-locked credit add-on)$149/year
- Company 3 (Non-transferable company-locked credit add-on)$149/year
Professional - Additional companiesMax 5
Annual add-ons are CA$149 each and include a non-transferable company-locked T2 filing credit for the paid subscription period. Monthly add-on credits mature after 4 paid add-on monthly invoices and expire after 12 months if unused.
Firm Partner
Coming SoonFor accounting firms managing client portfolios
- Multi-client management
- Batch T2 preparation package generation
- White-label reports
Ready to streamline your corporate tax?
Start with a guided T2 preparation workflow and see whether OPTAX fits your corporation.
14-day free trial. Credit card required at signup.