Simple Pricing

Pay once per crypto or stock tax report, with prepaid packs for accountants. Custom Portfolio is a monthly subscription, and your first run is free.

Pay once per tax report. Uploading and previewing is free, and you only use a credit when you unlock a report's tax figures and CRA forms.

Crypto or stocks · T1
Tax report
$50
one-time, per report
  • One credit unlocks a crypto or a stock report
  • Every tax year in the report
  • Capital gains by year, in CAD
  • Stocks: adjusted cost base with the superficial loss rule and T5008 reconciliation
  • Filled CRA Schedule 3 PDF
Get Started
Stocks · subscription
Custom Portfolio
$50
per month, cancel any time
  • 100 portfolio runs a month
  • Custom Portfolio Maker
  • Benchmark comparison
  • Save and reopen portfolios
Get Started
Individual reports are for personal (T1) returns. Need several reports or corporate (T2) returns? See the Accountants plans.

Prepaid report credits for client work. Use T1 credits for personal returns and T2 credits for corporations. Buy again any time to top up at the same prices.

Pack T1 Personal returns T2 Corporate returns
1 report See Individuals plan
$100
Get Started
5 reports
$240
$48 per report
Get Started
$475
$95 per report
Get Started
10 reports
$480
$48 per report
Get Started
$900
$90 per report
Get Started
Each credit unlocks one saved crypto or stock report for every tax year it covers. T1 reports include a filled CRA Schedule 3. T2 stock reports include Schedule 6 share dispositions as a spreadsheet; more T2 schedules are on the way.