Capture source records
Upload, photograph or forward receipts and documents without rebuilding the information later.
TaxPio Business · Canada first
Run the business. Keep the records tax-ready.
Capture receipts, connect transaction data and resolve bookkeeping questions throughout the year—then arrive at tax season with work already done.
The first production target is Canadian business tax preparation. Government transmission will remain unavailable until certification and billing gates are complete.
TaxPio workspaceLive workflow
BUSINESS WORKSPACE
Today’s work is clear.
▤Receipt inboxReady to review
↔Transaction matchingConnected
◇Tax-year workspacePreparation
Reconcile with confidence
Match transactions and evidence while preserving the original record and a complete change history.
Know the tax position
See readiness, validation and estimated obligations from deterministic, versioned tax rules.
How it flows
From scattered records to a clear next step.
Create the organization
Set the legal entity, jurisdiction, tax year and access roles once.
Bring in documents and transactions
Start with uploads and imports, then add direct connections as needed.
Review suggested treatment
Automation can suggest and match, but material accounting changes remain visible and controlled.
Prepare the return
Validation and readiness stay separate from government transmission until authorization and eligibility are confirmed.
Tax-ready, all year
Begin with the records you already have.
Tell us which TaxPio experience you need and we’ll keep you informed as access opens.
Request early access →