File faster, manage smarter, and keep
every client happy —
all in one place.
CRA-certified EFILE with a built-in client portal, e-signatures, secure file-sharing, and real-time chat—everything you need to run a modern tax practice in one place.
Everything you need to run a modern tax practice — in one platform
CloudTax eFile is the only CRA EFILE-certified software that brings all the tools you need. From document requests with OCR and e-signatures, to Smart Compose, branded portals, mobile access, and a unified Inbox, it’s designed to make life easier for you and your clients. Whether you’re starting or building a team, CloudTax gives you the workflow, compliance, and security to grow with confidence.
Complete Workflow in One Platform
Request documents with OCR for tax slips, capture e-signatures, and use Smart Compose to reply faster, all from a branded, mobile-friendly client portal. Everything your clients need without juggling multiple apps.
Built to Scale (Solo → Team)
Start simple as a solo preparer, then add staff and assign clients as your practice grows. A unified Inbox keeps email, chat, notes, and document requests together, so your team always has the full picture.
Compliance & Trust
Submit returns directly to the CRA with EFILE-certified software that meets high standards. CloudTax is SOC 2 certified and stores client data securely in Canada (Azure Canada Central with GCP backups).
Every tax professional who wants to work smarter
The ultimate tax platform designed for those who handle it all.
Key Benefits
Save Time on Every Return
Automate client onboarding, document collection, and e-filing so you spend more time advising and less time on admin.
Deliver a Professional Experience
Impress clients with a branded, secure portal that makes your firm look organized, modern, and trustworthy.
Work Smarter as a Solo or Team
Stay organized whether you work alone or with a full staff — assign roles, share files, and keep every client detail in one secure place.
Get the essential tools you need without limitations.
Secure Document Uploads & Sharing
Ask questions, send updates, and get quick responses — all without email back-and-forth.
E-sign T183 and Auth Rep Forms
Sign required tax forms digitally from any device, without printing, scanning, or mailing.
Track Return Status in
Real-Time
Log in anytime to see exactly where their return stands, eliminating the need for follow-up calls or guesswork.
Chat Directly with Your Firm
Ask questions, send updates, and get quick responses — all without email back-and-forth.
Access Tax History Anytime
Review past returns whenever you need them — for quick reference, audits, or financial planning.
View Schedules & Book Appointments
Check available time slots and book instantly, with automated reminders so no meetings are missed.
From hello to filed — without the headache
Step 1 (Optional)
Invite & Onboard
Add your clients, they join your
branded portal.
Step 2
Collect & Prepare
Get documents, use AI help,
prep returns.
Step 3
Sign & File
Send e-signature requests, e-file to
CRA instantly.
Sync apps, streamline work, save time, and focus on impactful work.
A suitable plan for your business.
50 Clients
max 300 Clients
Unlimited
1 GB
100 GB
Unlimited
15 Clients
1 GB
max 300 Clients
100 GB
Unlimited
Unlimited
Lifetime Deal (Growth Plan)
Exclusive Deal Available Now. Save Big on CloudTax EFILE!
Let me know if you have any questions about CloudTax EFILE
Frequently asked tax questions
CloudTax EFILE is engineered to manage an array of tax returns. This includes simple tax returns like students, seniors, newcomers, and first-time filers to more complex scenarios involving forms such as T1135, T776, T777, T2125, etc. No matter the complexity of the tax situation, CloudTax EFILE is equipped to assist.*CloudTax EFILE cannot be used for taxpayers who reside in the Province of Quebec. Please click here for the full list of exclusions.
We’re serious about your security. CloudTax follows the highest privacy and security standards in the industry. Your tax data is encrypted on our servers using your password as the key. Information is only shared with the CRA and only if you choose to EFILE through CloudTax.
CloudTax EFILE is designed with both solo accountants and their clients in mind. It’s not just user-friendly; it’s a comprehensive solution that simplifies the tax preparation process for everyone involved.Clients have a dedicated mobile friendly portal to upload documents and update their information, which may be auto-populated into the tax software. This saves time for tax experts and makes it easier for clients to provide necessary information. Plus, with features like e-signature, all necessary steps for tax preparation can be completed within one platform.This makes CloudTax EFILE a unique, efficient, and easy-to-navigate solution for tax filing needs.
Absolutely! CloudTax EFILE is engineered to manage an array of tax returns. This includes straightforward returns like students, seniors, newcomers, and first-time filers to more complex scenarios involving forms such as T1135 and T776, T777, T2125, etc. No matter the complexity of the tax situation, CloudTax EFILE is equipped to assist.
Starting with CloudTax EFILE is straightforward. You can begin by booking a free demo with our team to determine if it’s the right fit for your business. There’s no need for lengthy integrations or processes, and you can start filing returns right away.
Absolutely! At CloudTax EFILE, we strive to make the transition process as smooth as possible for our users. While direct imports from other tax software like TaxCycle, Intuit Profile, TaxPrep, or CanTax are not currently supported, we offer a convenient custom import feature. You can export your client's data in CSV format, which we happily accept.From there, our team will handle the import process for you, ensuring that essential client details such as names, SINs, addresses, spouse and dependent information, and any carry-forwards from the previous tax year are seamlessly transferred to your CloudTax EFILE account. It's a simple and efficient way to get started with our platform while maintaining the integrity of your client data.
Yes, we offer comprehensive training resources and tutorials to help you maximize the benefits of CloudTax EFILE. Our support team is also available to provide personalized training sessions and assistance with any questions or challenges you may encounter while using the software.
If you couldn't find your answer in our FAQ, don't worry, Just ask us.
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