TaxReady by Nextia
Expense & receipt tracking for Canadian small business

Receipts, invoices, and bills — organized and tax-ready.

Snap a receipt, forward an invoice, or upload a bill, and TaxReady reads it and sorts everything into clean, GST/HST-ready books. Export your T2125 when tax time comes.

Free forever plan · No card to start · Identity secured by Microsoft Entra

TaxReady dashboard on tablet and phone showing income, expenses, GST/HST and tax readiness
The problem

Tax time shouldn’t mean a weekend with a shoebox.

  • Receipts scattered across your wallet, inbox, and glovebox.
  • Spreadsheets you update late, if at all.
  • “What did I even spend on fuel in Q2?”
From a shoebox of receipts to an organized, tax-ready document
How it works

Three steps to tax-ready books.

1Capture

Snap a receipt, forward an invoice, or upload a bill. Our AI reads the vendor, amount, date, and tax automatically — you just confirm.

2Organize

Everything sorts into categories with GST/HST and PST tracked. Import a CSV or add records by hand in seconds.

3Export

When it’s time to file, export a clean T2125 and summaries for your accountant or the CRA.

What you get

Everything to keep clean books and walk into tax season ready.

Smart document capture

Stop typing them in. Our AI reads them.

Receipts, invoices, bills — snap a photo or forward a PDF and TaxReady extracts the vendor, amount, date, GST/HST and PST. You review and approve before anything is saved.

Learn more →
Document review panel with AI-extracted fields and a confidence indicator
AI assistant

Ask your books anything.

“How much GST did I collect in Q1?” Ask in plain English and get a real answer — your numbers, not a guess. It reports your data; it doesn’t give tax advice.

Learn more →
AI assistant suggesting questions you can ask about your books
Projects & trips

Track expenses by project or trip.

Tag receipts and transactions to a project — a client engagement, a conference, a Switzerland trip — and see its own income, expenses, GST/HST and category totals. Export a package for just that project when you need it.

Learn more →
Projects screen showing a Switzerland Trip with its own income, expenses, taxes and category breakdown
Tax-time exports

T2125, ready to hand off.

Build a CRA-organized package — T2125 lines, GST/HST summaries, category breakdowns — that your accountant can drop straight into a return.

Learn more →
Tax export builder generating a CRA T2125 accountant package
On your phone

Capture a receipt the second you get it.

Native iOS and Android apps — snap, glance, approve, and ask, anywhere. Bilingual and built for light and dark.

iOS & Android Learn more →
TaxReady native mobile dashboard
Trust

Built to be trusted with your numbers.

We route the most sensitive data to specialist providers — and don’t keep it ourselves.

Sign-in by Microsoft Entra

We never see or store your password.

Payments by Stripe

Your card details never touch our servers.

Bank links by Plaid

We never store your bank login. (Coming soon.)

Hosted in Canada

Encrypted at rest and in transit, on Microsoft Azure.

Pricing

Simple pricing. Start free.

Upgrade when you grow. Every plan includes AI document reading.

Starter

Individuals & freelancers
Free

No card required. Free forever.

For individuals and freelancers getting their receipts and expenses organized — free, forever.

Start free
  • 1 business · 1 seat
  • AI receipt, invoice & bill reading
  • 25 pages / month

Lite

Solo, getting organized
$7.99 /mo
CAD

or $6.58/mo billed annually — save ~2 months

For solo owners ready to keep more of their receipts and bills tax-ready, with CSV import and exports.

Choose Lite

Everything in Starter, plus:

  • 150 pages / month
  • CSV import & T2125 export
  • 2 GB storage

Business

Multi-business owners
$24.99 /mo
CAD

or $20.75/mo billed annually — save ~2 months

For owners running up to three ventures, with more pages, more bank feeds, and priority support.

Choose Business

Everything in Plus, plus:

  • Up to 3 businesses · 5 seats
  • 700 pages · 300 AI questions
  • Bank feeds — 3 accounts

Ultimate

Teams & many ventures
$39.99 /mo
CAD

or $33.25/mo billed annually — save ~2 months

Our most generous plan — up to ten businesses, the highest limits, and unlimited transactions.

Choose Ultimate

Everything in Business, plus:

  • Up to 10 businesses · 15 seats
  • 1,200 pages · 500 AI questions
  • Bank feeds — 5 accounts

Get tax-ready this year.

Start on the free plan. Upgrade only when you need more.

Free forever plan · No card to start · Identity secured by Microsoft Entra