Integrate personal tax filing into your products

A co-branded, CRA-certified software for your customers. And a team of experts to support all those users. Introducing CloudFile—by CloudTax.
We build the
product
We get certified
annually
We provide user
support

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.

Book a Demo
Ready to save clients’ time & money doing
their taxes themselves?
MAKE TAX-FILING SIMPLE & EASY FOR YOUR CUSTOMERS

Add personal tax-filing software to your product suite—with the look & feel of your brand

We’ll integrate CloudFile into your environment. And provide support to your end-users. Without needing to hire any new staff.

More
Revenues

Earn more money
by charging clients fees for
filing taxes.

Proven
Solution

Tens of thousands of Canadians
filed their taxes using
our tax engine.

Build
Loyalty

Build more trust by
offering another service
your clients need.

Quick
integration

Embed & implement tax-
software
into your environment
in days—not months.

Tax
Insights

Provide tax saving strategies
for customers using
more accurate tax data.

Data
Privacy

Know your client’s sensitive
data is safe, secure
and encrypted.
Nice words from users of CloudTax
Imagine hearing the same from your clients
“CloudTax was extremely helpful with my tax return. I couldn't be happier with the service and I will definitely use CloudTax again next year. Thank you for easing the huge headache that comes with doing a tax return.”
Mia Cuff
“I am an international worker in Canada and filed my taxes using CloudTax. CloudTax is so user friendly. I need not pay others to file my taxes ever again. That’s how easy it is.”
Brandon Yeung
“CloudTax is easy to use and easy to file income taxes. I love the real-time, customer services to help when needed. I recommend CloudTax to anyone.”
Brent Campbell
See more reviews on
GET STARTED TODAY

Keep selling what you sell…

…while we field all tax-related questions. There’s little you need to know & do to offer tax support for your people. What wait any longer?
1
Book a demo
See the software action
Determine if we’re a match
Get started
02.
Set up for your brand
2
Set up for your brand
We’ll customize the look & feel of your brand
Integrate CloudFile into your environment
Launch your new service
03.
Sell more of your servies
3
Sell more of your servies
Tax-filing made easy for your clients
Answer all tech & tax-related questions
Keep customers from leaving
ABOUT CLOUDFILE

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?

WHY CLOUDFILE

The only tax filing software…

That’s embeddable, customizable & Netfile-certified by the CRA

Tens of thousands of Canadians filed their taxes using this tax engine
Easy to customize the UI for your brand
Clients’ data is 100% safe, secure & encrypted in your environment
Clients’ data will never be sold or solicited
CloudFile importing the data from sample bank.
WE DO IT ALL

Know your clients are filing the best returns possible

With a crack-shot team doing all the heavy lifting—so you don’t have to.
Tax-Filing Software
CRA-certified, co-branded, tax filing software for your clients. Nothing to download. And proven based on CloudTax™ engine.
Software Integration
Our team will works with yours to embed CloudFile™ into your environment. Then configure the look & feel to match your brand—perfectly.
Technical Support
End-users will have questions. We will respond with answers. Quickly, clearly & completely. And all year around.
The tax engine driving CloudFile, featured on

Tax filing made easy for your customers

And made easy for you to keep your hard-earned clients from bolting to the competition.

Opt in for tax filing on your platform
CloudFile will import any existing, basic data to get users started
Prepare their taxes using CloudFile
CloudFile can connect & download existing T-slips from CRA -or- allow clients to scan their T-slips
Submit completed taxes directly to CRA
Users can make changes and Refile, if needed
WHAT CLOUDFILE COSTS

Pay only for what customers use

Book a Demo
Ready to increase your top-line revenues by charging clients for this service?
Affordable
There’s no charge to integrate CloudFile into your environment
Transparent
No service fees for technical support.
Flexible
No long-term contracts.
Risk-free
Pay CloudFile only for users that submitted taxes to the CRA.

Let's make something great together.

“We have loads of customers that could use help with their taxes. But we don’t have the staff or expertise to support it—let alone, build such a product. But I know one thing, I’m tired of loosing clients by not offering this service.”
Exactly. That’s why we built CloudFile™.
Contact us.
We’ll get back to you soon to schedule a call or answer your questions.
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