About TaxOS

Your tax department, in your pocket

TaxOS is a financial intelligence platform built for Canadian taxpayers. It turns the paperwork of a tax year — paycheques, receipts, tax slips, GST/HST records and filing deadlines — into a clear picture of where you stand and what to do next. Instead of a folder of PDFs and a last-minute scramble in April, you get a tax forecast, scenario comparisons, organized records and plain-language explanations of the assumptions behind each estimate. TaxOS is a tax-planning tool, not a bookkeeping ledger or tax-return filing service.

It is made for people who file their own taxes and for owner-operators who run a small business on the side: freelancers, contractors, consultants, sole proprietors and the growing number of Canadians with rental income or investment accounts. If you have ever wondered how a change in income affects your taxes, whether an expense may qualify, or how much you should be setting aside for your year-end bill, TaxOS is for you.

TaxOS is built by a small, independent team of Canadian tax and software people who were tired of tax software that only shows up in March. We aim to make tax planning useful throughout the year, with transparent calculations, clear limitations and tools that help you stay in control of your own decisions.

Tax answers with receipts

Every AI position shows its reasoning, the CRA rule it relies on and how confident it is.

Your records stay yours

Financial data and documents are private to your workspace, with an audit trail of every change.

Stay in control

Explore tax scenarios, understand the assumptions and keep your tax records organized in one place.