Tax and accounting help across Canada

Your accountant is one message away.

Tell us what you need on WhatsApp. We connect you with registered accountants who do exactly that.

No searching, no phoning around, no forms. Explain your situation once, see what it will cost, and talk to your accountant before you commit.

Start a conversationGet tax help on WhatsApp

Free to ask. Nothing to download.

No searchingWe find the right people for you
Know the costPrice ranges before you commit
Talk firstA call before you decide

Just say what you need…

…we do the searching.

People ask us for
  • Personal tax returns
  • Self-employed taxes
  • Rental income
  • Corporate year-end
  • Bookkeeping
  • GST/HST
  • CRA letters
  • US–Canada tax
  • Estates

How it works

Three steps to the right accountant.

Everything happens in the WhatsApp chat you already use every day.

Step 1

Tell us what you need

Type it, dictate it, or send a photo of the letter or slip. We ask the questions an accountant would ask, so you only explain once.

I got a letter from CRA about my 2023 return. Help!✓✓
Send me a photo of the letter and I'll take it from there.
Step 2

Compare your options

We pick three accountants who fit your needs, tell you why, and check their price range and when they can start.

Here are 3 accountants for your CRA letter. I'm checking price and availability with all three.
Step 3

Talk, then get started

Chat with the accountant you pick and call them through us. They send their quote and engagement letter right here in the chat.

Mei Chen, CPA is ready to talk. Tap Call now and we'll connect you.
Perfect, thank you!✓✓

Examples

Simple or complicated, it starts the same way.

Three real kinds of request, from a quick tax return to a cross-border file.

Simple return

Drives for Uber, needs to file

A regular job plus rideshare income. We ask the questions that matter, like GST/HST, which rideshare drivers often miss.

3 options, first starts todayReturn plus GST/HST registration$180–$350
Cross-border

Moved from the US, still has US assets

Two countries, two returns and a rental property. We gather the details a cross-border specialist needs before they ever pick up the phone.

3 cross-border specialistsCanadian and US returns for 2024$1,800–$3,500
Just exploring

Real estate agent weighing up incorporation

Not ready to hire, just wants to understand the options. We set up a consultation with an advisor who works with agents.

2 advisors, this week45-minute consultation$150–$250

Examples for illustration. Prices are set by each accountant.

Compare before you commit

See your options side by side.

No more guessing what an accountant will charge. Every option shows what you need to decide.

$What it will costA price range from the accountant, for the whole job
⏱When they can startAnd how long the work will take
✓Who they areDesignation, experience, remote or in person
≡What to have readyOne simple list of the documents to gather
★ Best fit
MCChen & Partners CPA12 years · Toronto · Remote
$450–$650 whole job
● Can start Monday
Handles rental returns every season.
ChooseAsk a question
In person
RPRavi Patel, CPA6 years · Mississauga
$380–$520 whole job
● Can start Wednesday
Evening appointments available.
ChooseAsk a question
Most experienced
NANorthbridge Accounting20+ years · Ottawa · Remote
$600–$800 whole job
● Can start next week
Also reviews past years for missed claims.
ChooseAsk a question

Swipe to compare. Example options. Prices are set by each accountant.

Trust & safety

Safe from the first message to the finished job.

Getting your taxes done means sharing personal details with someone you've just met. We make that safe.

Registered professionals only

Every accountant and firm is a registered professional. We confirm their designation with the provincial licensing body before they can join.

Your information stays private

Your documents go only to the accountant you hire, once you've agreed their fee. We never sell your data.

Your number stays private

Messages and calls go through us, so you never have to share your phone number or email.

Everything in writing

Your accountant's quote and engagement letter arrive in the chat, and you accept with one tap. Nothing starts until you do.

For accountants and firms

New clients, without the advertising bill.

Your next clients are already on WhatsApp. We bring the ones who need your services straight to your phone.

AI Tax Connect works alongside your practice. We make the introduction; you do what you do best. Your pricing, your engagement letter, your client.

For accountants and firmsJoin on WhatsApp
Grow your practiceMore clients, less marketing
Save hoursClients arrive already explained
Nothing new to learnIt all happens in WhatsApp

New clients on your phone…

…reply in your own words.

Built for the way accountants work.

Spend less time finding clients and more time serving them.

Stop paying for clicks

Skip the search ads and directory listings. Clients who need your services come to you.

Clients arrive ready

Every request explains the situation, the timing and the documents, so your first conversation is a productive one.

Work that fits you

Tell us the services you offer and the clients you like working with. That's what we send you.

Your practice, your terms

You set your price, send your own engagement letter and build your own client relationship.

No new software

No portal, no app, no logins. Reply by text or dictation from the phone in your pocket.

Busy when you want to be

Tell us how much new work you want each week and pause any time, like during tax season.

Getting started

Up and running in ten minutes.

Joining takes one short form, inside WhatsApp or as a Word document if you prefer.

1Say hello on our business lineWe send you the form
2Tell us about your practiceYour designation, your services and the clients you want
3We confirm your designationSo clients know they're in good hands
4Start meeting new clientsRight in WhatsApp
For accountants and firmsJoin on WhatsApp

Why WhatsApp

Where your clients already are.

If you can send a message, you can use AI Tax Connect.

Nothing to download

No new app, no account, no password. Just the chat you already use every day.

Documents in a tap

Snap a slip or a CRA letter, or attach a PDF. It goes straight to the right place.

Answers on your phone

Updates, options and calls arrive where you'll see them.

FAQs

Questions, answered.

Getting help

Does it cost anything to ask?

No. Asking and comparing options is free. You pay the accountant you choose for their work, on the terms in their engagement letter.

Who are the accountants?

Registered accountants and accounting firms across Canada. We confirm each designation with the provincial licensing body.

What can I get help with?

Personal and business taxes, bookkeeping, GST/HST, corporate year-end, CRA letters and reviews, US–Canada tax, estates and more.

How quickly will I hear back?

Usually within a few hours, and always within one working day.

How do I pay my accountant?

Directly, as agreed in their engagement letter. We never handle your money.

Is my information safe?

Yes. Your documents go only to the accountant you hire, once you've agreed their fee, and your phone number is never shared.

Can I send documents?

Yes. Send photos or PDFs straight in the chat. We'll tell you exactly what your accountant needs.

For accountants

How do I join?

Message our business line and fill in one short form. Once we've confirmed your designation, new client requests start arriving.

What kind of clients will I get?

The ones you tell us you want: the services you offer, the client types you prefer, and the provinces you serve.

Who sets the price?

You do. You give a price range when a request comes in, and you confirm the final price with the client after your call.

What does it cost?

Nothing to join. When you finish a job for a client you met through us, we invoice you 15% of your fee.

Do I have to change how I work?

No. You keep your own engagement letter, your own software and your own client relationship. We make the introduction.

Can I pause new requests?

Yes. Send us a message any time, for example during tax season or holidays.

Start with one message.

Whether you need an accountant or you are one, it starts on WhatsApp.

Our WhatsApp lines are opening soon. Check back shortly to start a conversation.