Company Performance Metrics
Taxana provides practice management and client portal software for Canadian tax accounting firms. The platform allows firms to track client information, manage documents, and centralize tasks in one place. It offers secure file storage on Taxana-managed servers and a client portal where clients can upload and access documents and view the status of
their returns. Automated reminders and workflows support deadline management and reduce manual follow-up. The software includes business visibility tools with real-time analytics on filing progress and firm performance. Security features include Canadian data residency, encryption in transit and at rest, and built-in two-factor authentication. Taxana also supports custom branding so firms can present the portal as an integrated part of their online presence.
