Pricing

Invested in growing with you.

Taxana’s pricing structure is directly tied to your accounting firm’s success. Pay only for what you use, and nothing more.

Portal Plan
Our all-in-one solution
$1/entity/month
Includes:
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Canadian data residency
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Business visibility
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Automated workflows
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Enhanced security
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File storage
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Client management
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Client portal
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Custom branding
Are you a new firm with less than 30 entities? Your portal is completely FREE until we help you grow past that mark.
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Perfect for Canadian tax accounting firms.

We employ usage-based pricing so that we only succeed when you do.

What's an entity?

Depending on the type, an entity is a business, a household, or a trust. For example, if you do personal taxes for Jane Doe’s family and corporate taxes for a business she owns, that would count as two entities.

Client value

Your new portal is a value-added service that you’re offering your clients, making it easy for them to access their documents wherever and whenever they need them. We recommend rolling this fee into your clients’ billing.

A helping hand.

To help get you up and running as quickly as possible, we require all new clients to enroll in our White Glove Onboarding experience.

Valid through June 30tH
SALE

Busy Season Recovery Sale

To beat the Busy Season blues and to ensure you’re getting the most from our platform, we’re offering our flagship experience as well as two additional services at no extra cost to you.

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Bonus 1: Complimentary Data & File Migration
$1,200 value

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Bonus 2: Complimentary Dedicated Team Training Session
$400 value

White Glove Onboarding
Get started in as little as 60 minutes
$0
SALE
$2,300
Includes:
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Portal branding
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Organization settings
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Email & domain mapping
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Workflow customization
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Team setup
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Quickstart demo
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One-month follow-up review
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Custom statuses and fields
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The 60-day Workaholic’s Guarantee

If Taxana makes running your firm too easy and you want to spend more time on busywork, you have a 60 days to test out the platform and change your mind before you pay a penny.

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