Your smoothest tax season ever.
TaxFill streamlines your entire intake workflow, eliminating missing information and manual data entry, so you can reclaim billable hours when they matter most.
Product Screenshot Coming Soon
Form Builder & Dashboard Preview
How It Works
Four Steps to Effortless Intake
Use your existing TaxCycle templates. No learning curve.
Design Your Form
Build the perfect intake form for your clients using our drag-and-drop builder. Add the questions you need.
Form Builder Screenshot
Upload Your Template
Upload your existing Excel export template from TaxCycle or any tax software.
Template Upload Screenshot
Map Your Fields
Connect client answers to your spreadsheet cells with our visual mapping tool. Set it up once, use it forever.
Field Mapping Screenshot
Import & Done
Receive perfectly formatted files. Import directly into your tax software. Zero copy-paste, zero typos.
Import Screenshot
Built for Canadian Firms
True North Infrastructure
Designed from the ground up for the compliance needs of Canadian tax professionals.
- 100% Canadian Data Sovereignty
All servers and databases are located in Canada. No data crosses the border.
- Optional Stateless Mode
Send client data directly to your email without storing it on our servers.
- Automated Client Reminders
We follow up with clients for missing documents so you can focus on the return.
Security Dashboard Preview
Ready for a smoother tax season?
Join Canadian accounting firms who have automated their client intake.