Your tax season, measurable results — without the follow-ups.
MTAX collects your clients' T4s and RL slips for you — securely, Law 25-compliant, and measurable. You file. We handle the rest.
Every spring, you lose hours chasing down T4s and RL slips. MTAX puts an end to that.
Problems
M-Tax Solution
- You chase clients by email, text, and phone — sometimes three times — for a single T4.
- One missing slip at the deadline = a possible CRA penalty for your client and for you.
- Your team spends about 3 hours a week sorting emails and chasing latecomers.
- Emailing a SIN unencrypted violates Law 25 — and exposes your firm to a fine.
- Your clients drop off T4s and RL slips via a secure link — no account needed.
- MTAX guides your clients to submit the right slips.
- One dashboard — everything easy to find at a glance.
- Zero SINs by email — automatic Law 25 compliance, with no extra effort.
How MTAX delivers your results in 4 steps — without changing your habits
Customize Your Forms
Create or modify forms according to your clients' specific needs with our intuitive editor.
Receive Structured Information
Data is automatically organized in your secure accounting space.
Invite Your Clients Securely
Send secure invitations by email with unique links and authentication.
Follow up with your clients in a secure space
Exchange documents and collaborate in one central place.
Key Features
Customizable Forms
Adapt your forms to your specific needs with our intuitive editor
- Dynamic Fields
- Conditional Logic
- Multilingual (EN/FR)
Multilingual
Offer a seamless customer experience in both French and English.
- French and English interface
- Bilingual Documents
- Extensible to other languages
Secure Data Exchange
Exchange information with your customers via a fully secure platform.
- End-to-End Encryption
- Transfer of Sensitive Documents
- Built-in messaging
Bank-Level Security
Maximum protection of your customers’ sensitive data.
- AES-256 encryption
- Two-factor authentication
- Security Compliance
Tax Year Management
Automatically organize submissions by tax year.
- Smart Storage
- Easy Search
- Full History
Smart Notifications
Stay informed with real-time alerts and updates.
- Real-Time Alerts
- Notifications
- Email a customer submission
Our pricing
Outcome as a Service: you only pay when a client sends you their documents. Never before.
5 credits offered upon enrollment
- Start free — 5 files included, no credit card required
- Collect files from clients: 1 credit each
- Credits valid for 2 years after purchase.
- 1 credit = $5 CAD
- No monthly subscription
- A firm with 300 clients saves over $5,275 in follow-up time for $1,475 invested — a 5-to-1 return.
Standard document collection
- Tax slip collection ? T4, RL-1, RL-31, RRSP, etc.
- Automatic reminders
Email from your own domain
- Professional email address
- Custom logo
Credit calculator
Outcome as a Service: you only pay when a client sends you their documents. Never before.
Calculateur de ROI
What our users are saying
Frequently Asked Questions
Your clients receive a secure link by email or SMS. They can access it from any device without creating an account.
Yes, all data is encrypted with AES-256 standard in transit and at rest. We also use two-factor authentication and regular security audits.
You only pay for completed submissions. A submission corresponds to a set of forms completed by a client for a given tax year.
Absolutely. You can customize all aspects of the forms, including fields, conditional logic, validations, and even appearance.
Yes, they are valid for 2 years from the date of purchase.
Your Trust is Our Priority
Data Protection
Bank-level encryption compliant with CRA and Revenu Québec requirements. Servers hosted exclusively in Canada.
Regulatory Compliance
Strict adherence to Canadian laws and Quebec's Act respecting the protection of personal information.
Security Audits
Regular checks performed by qualified experts in software engineering and cybersecurity.
Parlez avec notre équipe
+1 (581) 578-3770
Send us a message
Our team is available to answer all your questions and help you get the most out of M-Tax.