Good questions.
Straight answers.
Clarity before
you commit.
How does pricing work?
Firm setup is $2,500 CAD one time for onboarding, infrastructure and customization. After setup, the fee is $100 CAD for each personal or corporate tax return filed per year. A client with both types of return counts as two returns. Applicable taxes and service scope are confirmed in your agreement.
Can TaxPillar replace my existing subscriptions?
It can consolidate workflows you may currently run in separate time-tracking, signing and client-document tools. Compare your firm’s actual requirements, integrations, signing needs and contract terms before replacing Karbon, DocuSign, Adobe or another service. We do not claim full feature parity.
Does automation replace my accountant or bookkeeper?
TaxPillar is designed to reduce routine manual work and increase capacity. It does not remove the need for qualified professional judgment, review or approvals. Staffing impact depends on client volume, complexity and your current workflows.
Are the interactive demonstrations real client data?
No. All demo clients, financial figures, invoices and signatures are fictional. Downloads are labelled sample documents. AI CPA form retrieval and client chat document attachments show a planned experience rather than a live feature.
Can clients use it on their phones?
Yes, the client portal can be used in a phone’s web browser as well as on a computer. The phone demonstration represents this browser experience; it does not imply a published App Store app.
What can the client’s AI assistant access?
The assistant is designed to answer using documents linked to that client account. Client records are separated from the firm’s workspace. Answers depend on uploaded information and should be checked when used for financial decisions.
Is AI usage unlimited?
AI usage depends on the firm’s service agreement and available usage allowance. There is no unlimited-usage guarantee in this website offer. We will confirm expected volumes and ongoing requirements during onboarding.
Where are files stored and how are they protected?
Files use managed cloud storage with access checks tied to firm ownership and linked client accounts. Access links for client uploads and signed documents are short-lived. Amazon hosting, data residency and security certifications require confirmation; we do not make unverified compliance claims.
More room for clients.
More time for what matters.
Let’s see how TaxPillar fits the way your firm works.
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