Step-by-step tax filing
Guided, multi-step filing helps users enter personal details, income, deductions, and credits without dealing with a blank return.
CloudTax
RivendicaCloudTax is Canadian tax filing software with guided prompts, CRA slip import, and options from DIY filing to expert-prepared returns.
Overview
CloudTax is Canadian tax filing software designed to help individuals prepare and file returns online. The site presents it as a guided platform for both self-directed filers and people who want more hands-on help from tax experts.
The product supports direct filing to the CRA, includes AI-powered slip entry and error checking, and offers multiple service levels ranging from free DIY filing to reviewed, premium, and fully prepared returns. The overall purpose is to reduce manual work while giving users a clearer path through common tax situations such as employment income, pension income, self-employment, rental income, and investor reporting.
Features
CRA autofill and slip import
CloudTax can import slips directly from CRA My Account and also scan or upload documents so details can be auto-filled with less manual entry.
Review and audit support
The site highlights built-in error checking, audit protection, and review options to help users file more confidently and catch mistakes before submission.
DIY, review, and done-for-you workflows
Users can file on their own or choose paid tiers with tax expert review, live support, or full preparation from start to finish.
Support and account tools
Higher tiers mention features such as CloudReceipts expense tracking, support for webinars, live chat, email, and phone assistance, and multi-return management on the Plus plan.
Use Cases
Self-directed personal tax filing
Use CloudTax when you want to prepare and submit your own return with guided prompts, auto-fill, and error checking, but still keep control over the final review and filing.
Expert-assisted filing
Choose a paid review or preparation tier when you want a tax expert to check your return, optimize deductions and credits, or file it for you after approval.
Common Canadian tax scenarios
Use the platform for returns that involve employment income, pensions, rental income, self-employment, or investor reporting where guided support can reduce manual work.
Multiple-return household management
Select the Plus plan when you need to file more than one return from a single dashboard and want priority support during the year.
Self-employed and business filing
Use the business-focused tiers when you need help preparing self-employment or business income returns and want support for related expense tracking and deduction guidance.
Pros and Cons
Pros
- Offers both self-serve filing and expert-assisted options on the same platform.
- Supports direct CRA filing and highlights NETFILE certification.
- Includes guided data entry, CRA slip import, and AI-powered auto-fill to reduce manual typing.
- Covers a range of common Canadian tax situations, including employment, pension, self-employment, rental, student, newcomer, and investor returns.
- Pricing pages show a free pay-what-you-want option alongside paid plans for added support.
Cons
- Some capabilities are tied to higher-priced tiers, so the level of support depends on the plan selected.
- The source does not fully document every supported import, integration, or edge-case tax scenario on the main pages.
FAQ
Is CloudTax only for DIY tax filing?
CloudTax offers a DIY filing flow for people who want to prepare and submit their own return, plus assisted and done-for-you options for users who want expert review or full preparation.
Can I file my return with the CRA through CloudTax?
Yes. The site says CloudTax is NETFILE certified by the CRA and supports direct CRA submission from the product flow.
Does CloudTax have a free plan?
CloudTax’s pricing pages show multiple options, including a free pay-what-you-want plan and paid plans for extra support or full tax preparation.
What kinds of tax situations does CloudTax support?
The site highlights guided filing for common situations such as employment income, pension income, self-employment, rental income, newcomer filing, student returns, and investor-related tax reporting.
What kind of support is available?
The pricing page says CloudTax includes support options such as live chat, email, video tutorials, webinars, and access to tax experts, with higher tiers adding more direct expert involvement.
Quick Facts
- Category
- Canadian tax filing software
- Platform
- Web-based online filing
- Primary users
- Canadian individuals and households filing personal taxes
- Filing options
- DIY, reviewed filing, premium review, and done-for-you preparation
- Notable workflow
- Step-by-step return building with CRA slip import and AI auto-fill
- Source domain
- cloudtax.ca
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