The Ultimate EFILE Tax Software with a Client Portal
Transform Your Tax Season:
No More Waiting for Clients or
Wasting Time on Data Entry.
Cost Savings
Tax Application
Data Entry
Effective Meetings
Bank Level Security
The ultimate tax platform designed for those who handle it all.
Manage your Portal.
Wherever you are.
Tackle any tax scenario seamlessly
with 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.
We’re not just tax software but your partner in achieving your business goals.
