As an accountant, you might spend a lot of time doing tasks that don't add value, like finding files or reminding clients about deadlines. Our platform helps make these tasks easier, so you can focus on what's important.
With Taxana, you can keep track of client information, store files, and automate reminders. It's like having an assistant that helps you get things done faster and easier. Plus, our software is designed to use your branding, so it looks like a natural extension of your firm's online presence.
Have you ever wondered where the online services you use store your clients' data and files? If they're stored in the US, your information falls under US jurisdiction and could put your clients at risk. That's why our platform stores your data in Canada, where it's protected by strong security and privacy laws like the Personal Information Protection and Electronic Documents Act (PIPEDA).
Get peace of mind knowing your client data is stored securely in Canada. If you use a service that puts customer data or files in a different country, that data is subject to the laws of where it’s stored.
Save precious time managing your work. From client reminders to filing deadlines, our platform ensures you have more time to focus on the high-value areas of your business.
We house your files securely on our own servers, where only you and your clients have access to them. There’s no need to connect to a third-party storage provider like Dropbox.
Save hours of administrative time per client by allowing them to securely upload and access their documents and data online. Tasks can be completed straight from your own custom mobile app, too!
Track exactly where each entity is in the filing process, ensuring nothing slips through the cracks. Gain insights into your firm’s performance with real-time analytics.
Our platform is backed by industry-standard security protocols and best practices. All data is encrypted in transit and at rest. Two-factor authentication is built in for added peace of mind.
Easily keep track of your clients' info, documents, and tasks, all in one place. Make sure nothing falls through the cracks with automated notifications and reminders.
Our software is an extension of your firm and the services you offer. To both your team and your clients, the portal integrates seamlessly into your online presence.
Speak with us to find out how Taxana can help make running your Canadian tax accounting firm a breeze.