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CloudTax

cloudtax.ca

From $3.25/mo Free plan iOSAndroid
Visit cloudtax.ca
Spec score 9.2 #4 of 149 in Tax Software

What it is

CloudTax is tax-filing software from CloudTax Inc., based in Toronto, Ontario. It supports self-guided filing and options with review or preparation, and completed returns are submitted to the CRA through NETFILE. The Free plan supports simple tax situations and up to two returns; users can choose to pay even $0. Plus costs $39 a year and allows up to 20 returns from one dashboard. The software supports self-employment, investment, and rental income. It can import CRA slips, use AI to extract details from scanned or uploaded tax documents, and connect with Koinly crypto taxes and CloudReceipts. CloudReceipts captures, categorizes, and manages receipts and syncs expenses for deductions. CloudTax is available on iOS and Android, with web and mobile access. Tax data is encrypted on its servers, and CloudTax says it shares information only with the CRA when the user submits a return through NETFILE. Support options include live chat, email, video tutorials, and tax experts. CloudTax has been CRA-certified since the 2018 tax year.

Spec sheet

Supported platforms
CloudTax is available on iOS and Android devices.Read 28 Sep 2026 · cloudtax.ca
Free plan
YesRead 20 Sep 2026 · cloudtax.ca
Tax integrations
CloudTax supports CRA slip imports, AI slip scanning, Koinly crypto taxes, and CloudReceipts.Read 28 Sep 2026 · cloudtax.ca
Headquarters
Toronto, Ontario, CanadaRead 28 Sep 2026 · cloudtax.ca
AI slip entry
AI extracts and auto-fills details from scanned or uploaded tax documents.Read 28 Sep 2026 · cloudtax.ca
Audit support
Plus and Pro include Audit Protection; Free users can purchase Audit Support as an add-on.Read 28 Sep 2026 · cloudtax.ca
Business API
CloudTax API embeds tax filing and tax insights into fintech, banking, and financial-service platforms.Read 28 Sep 2026 · cloudtax.ca
Company name
The company is identified as CloudTax Inc.Read 28 Sep 2026 · cloudtax.ca
CRA certification
CloudTax has been CRA-certified since the 2018 tax year.Read 28 Sep 2026 · cloudtax.ca
Data encryption
Tax data is encrypted on CloudTax secure servers.Read 28 Sep 2026 · cloudtax.ca
Electronic filing
Completed returns are submitted to the CRA through NETFILE.Read 28 Sep 2026 · cloudtax.ca
Free limits
The free plan includes up to two returns and simple tax situations.Read 28 Sep 2026 · cloudtax.ca
Free tier
CloudTax Free supports self-guided filing and lets users pay even $0.Read 28 Sep 2026 · cloudtax.ca
Information sharing
CloudTax says it shares information only with the CRA when the user submits via NETFILE.Read 28 Sep 2026 · cloudtax.ca
Investment income
YesRead 20 Sep 2026 · cloudtax.ca
Mobile access
web_and_mobileRead 20 Sep 2026 · cloudtax.ca
Plus return limit
CloudTax Plus allows up to 20 returns from one dashboard.Read 28 Sep 2026 · cloudtax.ca
Receipt management
CloudReceipts captures, categorizes, and manages receipts and syncs expenses for deductions.Read 28 Sep 2026 · cloudtax.ca
Refund policy
CloudTax says excess accidental payments will be refunded.Read 28 Sep 2026 · cloudtax.ca
Refund timing
Refunds typically take 2 to 12 weeks, with NETFILE refunds usually around two weeks.Read 28 Sep 2026 · cloudtax.ca
Rental income
YesRead 20 Sep 2026 · cloudtax.ca
Self-employment support
YesRead 20 Sep 2026 · cloudtax.ca
State filing
includedRead 20 Sep 2026 · cloudtax.ca
Support channels
Support is available through live chat, email, video tutorials, and tax experts.Read 28 Sep 2026 · cloudtax.ca

Plans and prices

CloudTax Free Free Free forever; pay what you want, even $0 2 returns Self-guided filing with basic tax return support. Read 28 Sep 2026 · cloudtax.ca
CloudTax Plus $39 a year Annual subscription 20 returns Includes up to 20 returns, priority support, audit protection, and CloudReceipts Personal. Read 28 Sep 2026 · cloudtax.ca
Review & File Basic $75 a month Per return 2 returns Read 20 Sep 2026 · cloudtax.ca
Review & File Premium $125 a month Per return 2 returns Read 20 Sep 2026 · cloudtax.ca
Review & File Business $149 a month Per return 2 returns Read 20 Sep 2026 · cloudtax.ca
Done For You Basic $99 a month Per return 2 returns Read 20 Sep 2026 · cloudtax.ca
Done For You Premium $249 a month Per return 2 returns Read 20 Sep 2026 · cloudtax.ca
Done For You Business $349 a month Per return 2 returns Read 20 Sep 2026 · cloudtax.ca
Basic Done For You Price not published $69 per return Full preparation by a tax expert for employment and pension income. Read 28 Sep 2026 · cloudtax.ca
Basic Review Price not published $49 per return A Canadian tax expert reviews and files after approval. Read 28 Sep 2026 · cloudtax.ca
Business Done For You Price not published $249 per return Full preparation for business or self-employment income; T2 is not included. Read 28 Sep 2026 · cloudtax.ca
Business Review Price not published $149 per return For self-employed and business income; T2125 support is included. Read 28 Sep 2026 · cloudtax.ca

Every CloudTax plan and price →

Strong points and limits

Strong points

  • Free plan supports up to two simple returns.
  • Plus allows up to 20 returns.
  • AI extracts details from uploaded or scanned tax documents.
  • Support includes live chat, email, tutorials, and tax experts.

Limits

  • Free plan is limited to simple tax situations.
  • CloudTax Plus costs $39 a year.
  • NETFILE submissions share information with the CRA.

Who it suits

CloudTax suits people filing simple returns themselves as well as users with self-employment, investment, or rental income. Plus may suit users who want to manage up to 20 returns from one dashboard.

Verdict

CloudTax offers self-guided filing alongside review and preparation options, plus integrations for slips, crypto taxes, and receipts. Its free tier is limited to simple cases and two returns, while Plus raises the return limit to 20.

Where Specifiction places it

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