The Ultimate EFILE Tax Software with a Client Portal

A one-stop portal for client intake, e-signature, file-sharing, and tax preparation for solo accountants.
Book a Demo

Transform Your Tax Season:
No More Waiting for Clients or
Wasting Time on Data Entry.

Perfect for Both New and Experienced Accountants
Whether you’re just starting your tax business or have years of experience, our intuitive design makes it easy.
Significant Time and
Cost Savings
You can stop chasing clients for documents and reduce time spent on data entry.
User-Friendly Client's Portal and
Tax Application
Our UI/UX design is crafted to ensure ease of use for both accountants and your clients, making tax filing a breeze.
Client-Driven
Data Entry
By enabling your clients to input their personal info in the portal, you can auto-populate it in the tax software.
Simple and
Effective Meetings
Set your availability, share your link, and let clients easily book a convenient time.
CRA Certified and
Bank Level Security
Our CRA-certified EFILE software is built with compliance and reliability and ensures 100% accuracy.

The ultimate tax platform designed for those who handle it all.

Set Your Brands
Easy Integration
Seamless File-sharing
Manage your Clients
Intuitive Scheduled Events
Secure Payments
E-signature Authorization

Sync apps, streamline work, save time, and focus on impactful work.

Calendly
Calendly
Google calendar
Google Calendar
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Tackle any tax scenario seamlessly
with Cloudtax EFILE.

CloudTax EFILE simplifies personal tax filing with flexible licensing, a decade of return access, integrated CRA tools, and comprehensive T1 forms. EFILE unlimited returns and analyze changes effortlessly.
Get Notifications! Please input your email ID here. When T2 is released, you'll be the first to know.
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A suitable plan for your business.
Try free for 7 days, cancel anytime.
$99/yr
Basic
$499/yr
Economy
Recommended
$899/yr
Unlimited
Clients
15 Clients
15 - 300 Clients
Unlimited
Total Storage
1 GB
100 GB
Unlimited
Invite a Client
Customizable branding
-
E-signature (Auth Rep and T183)
-
Custom Domain Client Portal
-
Intuitive Scheduled Events
-
Bulk upload of your clients' data
-
-
Try free for 7 days, cancel anytime.
Tackle any tax scenario seamlessly with Cloudtax EFILE.
Basic
$99/yr
15 Clients
1 GB Storage
Invite a clientInvite a client
Customizable branding
E-signature (Auth Rep and T183)
Intuitive Scheduled Events
Customizable branding
Intuitive Scheduled Events
Bulk upload of your clients' data
Book a Demo
Economy
$499/yr
15 - 300 Clients
100 GB Storage
Invite a clientInvite a client
Customizable branding
E-signature (Auth Rep and T183)
Intuitive Scheduled Events
Customizable branding
Intuitive Scheduled Events
Bulk upload of your clients' data
Book a Demo
Recommended
Unlimited
$899/yr
Unlimited Clients
Unlimited Storage
Invite a clientInvite a client
Customizable branding
E-signature (Auth Rep and T183)
Intuitive Scheduled Events
Customizable branding
Intuitive Scheduled Events
Bulk upload of your clients' data
Book a Demo

Frequently Asked Tax Questions

Who can use CloudTax EFILE?

CloudTax EFILE is engineered to manage an array of tax returns. This includes simple tax returns like students, seniors, newcomers, and first-time filers to more complex scenarios involving forms such as T1135, T776, T777, T2125, etc. No matter the complexity of the tax situation, CloudTax EFILE is equipped to assist.

*CloudTax EFILE cannot be used for taxpayers who reside in the Province of Quebec. Please click here for the full list of exclusions.

Is CloudTax safe and secure?

We’re serious about your security. CloudTax follows the highest privacy and security standards in the industry. Your tax data is encrypted on our servers using your password as the key. Information is only shared with the CRA and only if you choose to EFILE through CloudTax.

What sets CloudTax EFILE apart from other tax software?

CloudTax EFILE is designed with both solo accountants and their clients in mind. It’s not just user-friendly; it’s a comprehensive solution that simplifies the tax preparation process for everyone involved.

Clients have a dedicated mobile friendly portal to upload documents and update their information, which may be auto-populated into the tax software. This saves time for tax experts and makes it easier for clients to provide necessary information. Plus, with features like e-signature, all necessary steps for tax preparation can be completed within one platform.

This makes CloudTax EFILE a unique, efficient, and easy-to-navigate solution for tax filing needs.

Can CloudTax EFILE accommodate complex returns?

Absolutely! CloudTax EFILE is engineered to manage an array of tax returns. This includes straightforward returns like students, seniors, newcomers, and first-time filers to more complex scenarios involving forms such as T1135 and T776, T777, T2125, etc. No matter the complexity of the tax situation, CloudTax EFILE is equipped to assist.

How can I start using CloudTax EFILE?

Starting with CloudTax EFILE is straightforward. You can begin by booking a free demo with our team to determine if it’s the right fit for your business.  There’s no need for lengthy integrations or processes, and you can start filing returns right away.

Can I import data from other tax software into CloudTax EFILE?

Absolutely! At CloudTax EFILE, we strive to make the transition process as smooth as possible for our users. While direct imports from other tax software like TaxCycle, Intuit Profile, TaxPrep, or CanTax are not currently supported, we offer a convenient custom import feature. You can export your client's data in CSV format, which we happily accept.

From there, our team will handle the import process for you, ensuring that essential client details such as names, SINs, addresses, spouse and dependent information, and any carry-forwards from the previous tax year are seamlessly transferred to your CloudTax EFILE account. It's a simple and efficient way to get started with our platform while maintaining the integrity of your client data.

Is training provided for using CloudTax EFILE?

Yes, we offer comprehensive training resources and tutorials to help you maximize the benefits of CloudTax EFILE. Our support team is also available to provide personalized training sessions and assistance with any questions or challenges you may encounter while using the software.

We’re not just tax software but your partner in achieving your business goals.

With our commitment to your success, we provide comprehensive support and training every step of the way.
Book a Demo