Débuter mes impôts Tax intake software for accounting firms

For accounting firms

A smarter way to collect tax data

Built by accountants, for accountants. Your clients fill out a simple, structured questionnaire, upload their documents, and all the information lands in your dashboard, ready to process.

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4 plans
100% in Canada
FR · EN bilingual

Why DMI?

Benefits

  • Time savings

    Your clients complete a simple, structured, exhaustive questionnaire. No more phone tag, no more repeated requests for missing documents.

  • Accurate, complete information

    The adaptive questionnaire guides your clients to provide exactly the information you need — nothing more, nothing less.

  • Fewer errors

    Your whole team works from the same exact data. No more transcription mistakes, re-reading slips, or misinterpretations.

  • Annual updates

    Questions and answers are refreshed every year to match federal and provincial tax changes. DMI handles it.

  • Security

    Hosted in Canada, encrypted at rest and in transit, compliant with personal-information protection standards. Your clients submit data with confidence.

  • Less paper

    A digital intake step substantially cuts down on paper and physical archiving for individual tax returns.

Overview

What is Begin My Taxes?

Begin My Taxes (DMI) is a web application that automates personal-tax intake for accounting firms. March and April are hard months for accountants — sometimes too hard. Lost time, missing information, and poor communication don’t belong there. DMI fixes that.

  • 100% online, no installation required for your clients
  • Adaptive questionnaire tailored to each client’s tax situation
  • Secure document transfer space
  • Unified dashboard for your whole team

Inside the product

This is what your team and your clients experience

Overview: every file in the season, its status, and the assigned professional.
Customization: your logo, your colors, your branded URL.
A single file detail page: a client’s and spouse’s answers, all in one place.
What your client sees at the end: a clear, personalized list of documents to provide.

In 4 steps

How it works

  1. Share your form with your clients

    The link is at your custom URL; the form displays your logo and colors.

  2. They complete the adaptive questionnaire

    Contact details, marital status, dependents, income types, RRSP, deductions, etc. Questions adjust to their situation.

  3. DMI generates the document list

    Tailored to their answers: T4s, Relevé 1, RRSP receipts, donations, etc. Your clients upload documents directly.

  4. You process the complete file

    Answers and documents land together in your dashboard. No emails, no follow-up calls.

From $975/year

Pricing

Four annual plans, designed to scale with your firm. Every plan includes unlimited internal users.

  • Bronze

    CA$975 /per year

    For firms just getting started with digital tax intake.

    See pricing
  • Most popular

    Silver

    CA$1,395 /per year

    The most popular plan for growing firms.

    See pricing

  • Gold

    CA$1,795 /per year

    For established firms handling a higher volume of files.

    See pricing

  • Platinum

    CA$2,395 /per year

    For large firms that need uncapped volume.

    See pricing

FAQ

Frequently asked

  • What is Begin My Taxes (DMI)?

    Begin My Taxes (Débuter mes impôts, “DMI”) is a Canadian SaaS designed for accounting firms. It automates personal-tax intake from your clients: they fill an adaptive questionnaire, upload their required documents, and you get everything in a unified dashboard.

    DMI replaces the email and phone back-and-forth that slows down March and April. You receive a structured, complete client file that is ready to process.

  • How much does DMI cost?

    DMI offers 4 annual plans, priced in Canadian dollars:

    • Bronze: CA$975/year — 100 forms included, 100 GB storage
    • Silver: CA$1,395/year — 250 forms, 250 GB
    • Gold: CA$1,795/year — 500 forms, 500 GB, monday.com integration
    • Platinum: CA$2,395/year — unlimited forms, 1 TB, all integrations

    Every plan includes unlimited internal users. Beyond the included forms, additional forms are CA$4 each. See full details on the Pricing page.

  • How does DMI work for my clients?

    The process is 4 steps:

    1. The client receives a link to your form (at your custom URL).
    2. They fill an adaptive questionnaire: contact details, marital status, income, deductions, RRSPs, etc. Questions adjust to their situation.
    3. DMI generates a personalized list of documents to provide, based on their answers.
    4. You receive the complete file in your dashboard, ready for your team to process.

    No installation is required on the client side — the form works in any web browser.

  • Is my clients’ data secure?

    Yes. DMI is built around personal-information security:

    • Hosted in Canada only (servers physically located on Canadian soil).
    • Encryption at rest (AES) and in transit (TLS 1.2+).
    • Two-factor authentication (2FA) available for your internal team.
    • Compliance with Canadian and Quebec privacy requirements (PIPEDA and Law 25).
    • Secure document exchange via our Convoflo partnership.

See all questions

Let’s talk

Get in touch

Fill the form and our team will reach out within 2 business days. You can also call us directly at 418 478-7924.