Your tax documents, kept where they belong.
TaxLocker is a secure document vault built for tax professionals and the clients they serve. Slips, receipts, signed forms and filed returns, held in one place and shared only with the people who need them.
We are building it now. This page will grow as the product does.
Designed for
- Preparers who need the right documents from each client, on time, without email attachments.
- Clients who want to upload what is asked of them from a phone and see what has been received.
- Records that have to be kept for years, under Canadian privacy rules, with a clear history of who opened what.