Integrate personal tax filing into your products
Not offering tax filing to customers?
Then you could be at a disadvantage. Why? Because your competitors offer this—or will be soon. So don’t lose good clients to your rivals. It’s way more expensive to win new customers than keep current ones. Or maybe you thought about offering tax-filing on your own. But realized right away—why reinvent the wheel? While embedded finance is not new, integrating tax filing still is.
Be the company to lead, not follow, the embedded trend.
Add personal tax-filing software to your product suite—with the look & feel of your brand
by charging clients fees for
filed their taxes using
our tax engine.
offering another service
your clients need.
software into your environment
in days—not months.
for customers using
more accurate tax data.
data is safe, secure
Keep selling what you sell…
Set up for your brand
Sell more of your servies
It’s not always about how much one makes…
But rather, how much one keeps.
We created CloudTax to help tax payers get the most of their earnings—by filing the best returns possible. And, that’s easy to use for those that aren’t tax experts.
We created CloudFile to accomplish the same for your customers
You know, the ones you’re already generating revenue from and for. So they can keep more of their earnings. And you can keep more of your customers. With a product customers can use—without leaving your platform, without any downloads, without any hassles.
And… without you needing to be a tax-pro.
Ready to build more loyalty? Earn more revenues? With tax-filing embedded directly into your financial products?
The only tax filing software…
That’s embeddable, customizable & Netfile-certified by the CRA
Know your clients are filing the best returns possible
Tax filing made easy for your customers
And made easy for you to keep your hard-earned clients from bolting to the competition.