TaxMater — Tax Documents & Accountant Collaboration

CRA + IRS Compliant

Your taxes,
organized effortlessly.

Snap receipts, track expenses, and collaborate with your accountant — all in one secure platform. Powered by smart categorization to save you hours.

Get Started Free See How It Works

No credit card required · Free for individuals · Accountants get 10 clients free

Trusted by accountants and individuals across North America

Full Audit TrailPIPEDA CompliantDocument IntegrityBank-Level Encryption

How TaxMater Works

Three steps to stress-free tax season

Capture

Snap a photo of any receipt or tax slip. Documents are stored securely with a complete audit trail and integrity verification.

Organize

Auto-categorize expenses by CRA/IRS tax lines. Track income and expenses year-round. Generate invoices for your clients.

Collaborate

Share documents with your accountant securely. They send checklists and quizzes — you get personalized guidance.

Built for Everyone in Tax Season

Whether you’re filing for the first time or managing 500 clients

International Students

First time filing? Our guided quiz tells you exactly what documents you need. T2202, T4, scholarships — covered.

Work Permit Holders

PGWP, open permit, spousal — answer a few questions and get a personalized document checklist.

Self-Employed

Track business expenses, GST/HST, mileage, and home office deductions. Multi-currency support.

Accountants

Stop chasing clients for documents. Send checklists, review answers, validate — one portal.

Know your refund
before you file.

Our free Tax Return Simulator estimates your CRA refund in minutes. Answer simple questions, get two scenarios, and discover credits you might be missing.

📊

Two scenarios — Optimistic and Conservative estimates side by side

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Credit suggestions — GST/HST, tuition, CCB, disability, and province-specific credits

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Smart data sync — Logged-in users can pull their TaxMater data directly into the simulator

Try the Simulator Free

No signup required · Educational purposes only · Not tax advice

Employment Income (T4)

$25,577

RRSP Contributions

Estimated Refund

Optimistic

$1,460

Conservative

$1,060

Basic Personal Amount$2,341

CPP Contributions$157

EI Premiums$61

BC Climate Action$504

Estimates only — does not constitute tax advice.
Consult a qualified tax professional.

Smart Tax Quiz

Answer simple questions about your tax situation. TaxMater generates a personalized document checklist and sends it to your accountant — so you know exactly what to prepare.

Covers: employment, self-employment, rental income, investments, medical expenses, tuition, and more.

Start Free Quiz

Simple, transparent pricing

Free for individuals. Free to start for accountants. Upgrade when you’re ready.

INDIVIDUALS

Client

$0forever

Everything you need to organize your tax documents and work with your accountant.

Get Started Free

Unlimited document uploads

Receipt scanning & storage

Connect with your accountant

Invoice creation

Income & expense tracking

Tax Return Simulator (TM Labs)

1 GB secure storage

ACCOUNTANTS

Free

$0forever

Try TaxMater with your first clients. No commitment, no credit card.

Start Free

Up to 10 clients

Send quizzes & checklists

Review & validate documents

Invoice generation

2 GB accountant storage

Dashboard & client overview

Email notifications

POPULAR

ACCOUNTANTS

Pro

Monthly

AnnualSave 33%

$29.99/month

For growing practices. Unlimited clients, unlimited storage, full power.

Upgrade to Pro

Unlimited clients