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How It Works

File your taxes in four simple, intelligent steps.

OCR Slip Upload

OCR Slip Upload

Instant Tax Calculator

Instant Tax Calculator

AI Chat Advisor

AI Chat Advisor

1 · Upload

Drag, drop, or snap a photo — Taxaby reads every slip for you. Our OCR instantly extracts key fields, flags anything uncertain, and reminds you of what's missing. You can even bulk-import from bookkeeping apps or CRA My Account. Duplicate detection and confidence scores keep your data clean so you spend less time typing and more time reviewing.

2 · Interact

Chat your way through the details. After the upload, our conversational AI asks the right questions — marital status, dependents, tuition, childcare, business write-offs — and explains why each matters. You can run 'what-if' scenarios, see CRA references, and understand exactly how your refund or balance is calculated. It's not just automation; it's guidance.

3 · Verify Identity

Security and compliance, built for Canada. Every user enables multi-factor authentication by default. When extra assurance is needed, Taxaby uses electronic KYC to match your government ID and selfie, or CRA Auto-Fill My Return (AFR) to confirm identity and pull official slips automatically. Together, MFA + eKYC + AFR cover 'something you know, have, and are,' giving stronger protection than legacy software — without slowing you down.

4 · File

Review. Approve. Send. Our deterministic tax engine validates every line against CRA rules before you hit submit. You'll see a plain-language audit log and any items that could trigger a NETFILE rejection. Eligible returns file directly through NETFILE with real-time status tracking, and your account stores a full, versioned history for easy amendments or comparisons next year.

Continuous Experience

  • • Progressive verification: we only ask for confirmations when confidence is low.
  • • Privacy by design: you decide when to invite a human reviewer.
  • • Smart reminders: Taxaby nudges you about deductions, contribution deadlines, and amendment windows year-round.

Every step of Taxaby is built to reduce effort, improve accuracy, and keep you in control — so filing your taxes finally feels effortless.