TAXplan Sidekick app for iPhone and iPad

Take the stress out of Taxes with TAXplan. Use the TAXplan Sidekick app to easily upload your tax documents and connect them to your TAXplan account. Once you’ve uploaded your documents, a TAXpro prepares your return & files your taxes for you. No stress, no fuss, just easy, reliable tax preparation.

Why TAXplan?

TAXplan offers a new way to do your taxes. You get the convenience of a DIY app with the reliability of a TAXpro. When you use TAXplan to prepare your taxes, you simply upload your documents and a real TAXpro prepares your return so you never miss a tax credit. We guarantee that your taxes are optimized for the highest possible tax refund. It’s affordable and reliable.

How Does It Work?

1. Create an online account at taxplancanada.ca
2. Answer some questions about yourself
3. Send us the forms we need from you using the TAXplan Sidekick - it automatically syncs with your online account
4. Stay in touch with your assigned TAXpro using the message system

Once we have all your documents, a TAXpro will prepare your taxes and file them on your behalf. Your return will be optimized to achieve the biggest possible refund or to minimize any payments to the CRA. That’s it! TAXplan makes tax preparation easy and convenient.

What our clients are saying about TAXpro:

I’ve worked with TAXplan for several years now, and have nothing but great things to say. Every question I have, no matter how big or small, is always answered without delay. I’m extremely satisfied with their professionalism, knowledge and service, and will continue to use TAXplan myself and refer friends and family for years to come.
-Andrea F, Vancouver

I started using TAXplan after joining my new company. My mentors, who were quite successful, used their services so I felt that I should be in good hands. My TAXpro has always been able to explain everything I need in plain language while providing both timely services and reasonable rates.
-Brian B, Toronto