TaxPillar.
Room to grow.
One connected platform for the work behind every client. Automate the routine. Give your clients answers. Build a firm that scales beyond your team’s hours.
Your best work isn’t busywork.
Bring the tools your team uses every day into one client-connected workflow. See what changes when the handoffs disappear.
Your expertise. Every minute accounted for.
From an engagement timer to a ready-to-send invoice. Bring time tracking and billing into the same place as your client work.
For firms using Karbon for time tracking, TaxPillar brings engagement time and billing together. Compare your full practice-management needs before switching.
Corporate year-end · 2025
| Engagement | Billable time | Amount |
|---|---|---|
| Corporate year-end | 1h 24m | $245.00 |
| GST/HST review | 36m | $105.00 |
A larger firm.
Not a longer workday.
Less document chasing. Less duplicate entry. Fewer routine questions landing on your desk. Consistent workflows that don’t depend on someone remembering the next step.
Automation can absorb work that otherwise adds up to one, two, three or more full-time assistants’ capacity. How much depends on your client volume and processes—not a promise to replace people.
Adjust the assumptions to match your firm. Estimates describe capacity, not guaranteed savings, cash savings, or eliminated roles. Platform fees are not deducted.
From chasing work to moving it forward.
More clients. More loose ends.
Time lives in one tool. Billing lives in another.
Statements are retyped and manually sorted.
Signed documents scatter across inboxes.
Clients call for a number or last year’s return.
Staff keep the process moving from memory.
The work connects. The firm grows.
Engagement time flows into billing and AR.
Transactions are extracted, with exceptions for review.
Signed copies and audit evidence stay with the file.
Clients access their documents and dedicated AI.
Checklists and review gates make work consistent.
A better client experience.
A quieter inbox for your firm.
Their own documents, organized by year. Their own AI assistant. A clear place to upload what you need. On the web, or in their phone’s browser.
Your clients have questions.
Now they have answers.
A return, a number, a financial statement. Available without another call to your team.
Fictional data. Document attachment replies preview a planned capability. Phone view represents the portal in a mobile browser, not an App Store app.
Your documents. Your answers.
Hi Jordan. What would you like to know about your documents?
Sensitive documents.
Thoughtful safeguards.
Your firm handles information that deserves care. Access checks and document controls are built into the workflows—not added as an afterthought.
Private file access
Firm ownership and linked-client access are checked before protected documents can be retrieved. Clients don’t receive access to your firm workspace.
Time-limited access links
Client-upload and signed-document access links expire within 15 minutes. Open file lists refresh access links; emailed invoice links have a different lifecycle.
Signer verification & evidence
Email-code verification, signer consent, recorded signing events, and document hashes support the signing workflow and its audit evidence.
Review before you close
Exceptions, reconciliation and closing checks help reduce missed steps. Your accountant stays in control of approvals and professional judgment.
Cloud storage is managed through Lovable Cloud. Amazon hosting and third-party security certifications have not been verified. No system eliminates all security risk.
One platform.
Pricing that grows with your practice.
A one-time foundation for your firm. Then a straightforward fee for each personal or corporate tax return filed per year.
Firm onboarding, infrastructure and customization.
For each personal or corporate tax return filed.
Applicable taxes and the final scope of service are confirmed in your firm’s agreement.
What does it look like for your firm?
Based on 400 returns at $100 each. One client with a personal and corporate return counts as two returns. Applicable taxes excluded from this estimate.
Clarity before
you commit.
How does pricing work?
Firm setup is $2,500 CAD one time for onboarding, infrastructure and customization. After setup, the fee is $100 CAD for each personal or corporate tax return filed per year. A client with both types of return counts as two returns. Applicable taxes and service scope are confirmed in your agreement.
Can TaxPillar replace my existing subscriptions?
It can consolidate workflows you may currently run in separate time-tracking, signing and client-document tools. Compare your firm’s actual requirements, integrations, signing needs and contract terms before replacing Karbon, DocuSign, Adobe or another service. We do not claim full feature parity.
Does automation replace my accountant or bookkeeper?
TaxPillar is designed to reduce routine manual work and increase capacity. It does not remove the need for qualified professional judgment, review or approvals. Staffing impact depends on client volume, complexity and your current workflows.
Are the interactive demonstrations real client data?
No. All demo clients, financial figures, invoices and signatures are fictional. Downloads are labelled sample documents. AI CPA form retrieval and client chat document attachments show a planned experience rather than a live feature.
More room for clients.
More time for what matters.
Let’s see how TaxPillar fits the way your firm works.
Book a walkthrough