TaxFi
TaxFi app icon

Taxes, Amplified.

Drop in a bank statement. TaxFi reads it, sorts every transaction and prepares your Canadian tax return, all on your device.

Coming soon to theApp Store Also coming to theMac App Store

Encrypted. Your books stay on your device.

TaxFi answering how much is spent on groceries
Import

Drop in a statement.

Add the PDF or CSV your bank gives you. TaxFi reads every line, no bank login needed.

Attaching a bank statement
Sort

One tap to sort.

Answer a quick question. TaxFi remembers it next time.

Choosing a category for a store
Insights

Know where it goes.

Ask in plain words what you spend on groceries or rent, and see it charted by category and month.

Spending by store
Tax

Your return, line by line.

Every line of your T1 in CRA's order, with an accountant package to send. For business owners: GST/HST, payroll remittances and a plan for paying yourself.

Tax reminders and the pay-yourself plan
iPhone and Mac

Drop a statement on your Mac.

The same assistant on a bigger screen, with a sidebar for Activity, Insights, Bills, Tax and Accounts.

TaxFi on a Mac
Privacy

Your finances stay yours.

TaxFi works on your device. Statements and transactions are never uploaded. Common questions are answered on your device; for anything else, only your question goes to TaxFi’s AI, with account numbers and your SIN removed. You can turn that off.

On-deviceReading, sorting and your tax figures are worked out locally.
EncryptedYour books are encrypted and locked with Face ID or Touch ID.
No bank loginsImport the statements you choose. Nothing connects to your bank.
Read the privacy policy →

Taxes, Amplified.

App Store · coming soon Mac App Store · coming soon