Compare the Top Tax Planning Software in Canada as of December 2025

What is Tax Planning Software in Canada?

Tax planning software helps individuals and businesses optimize their tax strategies by organizing, calculating, and minimizing tax liabilities. These tools assist users in preparing tax returns, forecasting tax obligations, and identifying potential deductions, credits, or strategies to reduce taxable income. Tax planning software often integrates with financial management tools, allowing users to simulate different scenarios and their tax impacts. Many solutions also provide compliance features, ensuring users meet regulatory requirements and deadlines. With tax planning software, individuals and businesses can make more informed decisions, increase tax efficiency, and avoid potential penalties. Compare and read user reviews of the best Tax Planning software in Canada currently available using the table below. This list is updated regularly.

  • 1
    Vertex

    Vertex

    Vertex Inc.

    Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.
  • 2
    Bonsai

    Bonsai

    Bonsai

    What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.
    Starting Price: $17 per month
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