Live demo
See idutax in 15 minutes
We'll walk through how to set up your first client request, what your clients see when they get the link, and how the document review flow works.
📋
Creating a document request
Templates for T1, T2, SA100, ITR, and custom checklists
🔗
The client portal
What your client sees — no login, mobile-optimized
✅
Reviewing and approving
Approve documents, request resubmission, track status
✍️
E-signature workflow
Sending engagement letters and CRA T1013 for signature
Prefer to explore on your own? Start with 5 clients for free — no demo needed. Sign up →
Book a 15-minute demo
Pick a time that works for you
To embed Calendly: add your Calendly link below or use the Calendly embed script.
Book via Calendly →No commitment required. We'll answer any questions you have.