Frequently asked questions

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.

DMI offers 5 annual plans, priced in Canadian dollars:

• Solo: CA$150/year — for sole practitioners (1 user), CA$5 per form
• Bronze: CA$795/year — 100 forms included, CA$5 per additional form
• Silver: CA$1,295/year — 250 forms, CA$4 per additional form
• Gold: CA$1,695/year — 500 forms, CA$3 per additional form
• Platinum: CA$2,495/year — unlimited forms

Every plan from Bronze up includes unlimited internal users, branding in your firm’s colors, customizable form questions and the monday.com integration. Guided document collection (securely saved) and the Convoflo integration are available as options. See full details on the Pricing page.

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, with a dedicated upload field for each.
4. You receive the complete file in your dashboard, with documents sorted by type and by family member, ready for your team to process.

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

Yes. DMI is built around personal-information security:

• Hosted in Canada only: documents stored in Québec, with backups in a second Canadian data center, in Ontario.
• 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).
• Every document encrypted individually (AES-256) and virus-scanned on upload.

Yes. DMI is fully bilingual. The form your clients receive is available in both French and English; each client picks their preferred language. The internal interface for your team is also bilingual, and it is included in every plan.

This is especially useful for firms serving an English-speaking clientele in Quebec or for cross-Canada practices.

Yes, on every plan. You can configure:

• Your firm’s logo displayed on the form header
• Primary and secondary colors matching your visual identity
• A custom URL (e.g. form.yourfirm.ca)
• Intro and outro copy shown to your clients

Your client sees your firm — not DMI.

DMI integrates with:

• Convoflo — third-party integration for secure document exchange and optional electronic signature
• monday.com — sync client files to your CRM board (every plan except Solo)

The monday.com integration is included in every plan except Solo. The Convoflo integration is an optional add-on (CA$125/year) from the Bronze plan up.

Yes, at no extra cost. The questionnaire’s questions and logic are updated every year by the DMI team to reflect:

• Federal and provincial credit and deduction changes
• New tax measures announced in annual budgets
• Updates to contribution limits

You don’t need to reconfigure anything: every season, the form reflects current tax rules.

No blocking. Beyond your plan’s included volume, each additional form is billed at your plan’s rate:

• Solo: CA$5 per form (no forms included)
• Bronze: CA$5 per additional form (100 included)
• Silver: CA$4 per additional form (250 included)
• Gold: CA$3 per additional form (500 included)
• Platinum: unlimited forms, no additional fees

You can also upgrade your plan at any time during the year if volume grows; the prorated surplus paid for excess forms is credited.

One family = one form. The parent(s) and their dependent children count as a single form in your plan’s calculations, no matter how many people the family includes.

No. DMI is built for accountants, not IT staff. Initial setup takes 30 to 60 minutes:

• Account activation by our team
• Configure your logo, colors, and custom URL
• Invite your team (admins, professionals)

No servers to manage, no local installation. Everything runs in a standard web browser.

Yes. At the end of the questionnaire, DMI generates a personalized list of documents your client must provide, based on their answers (T4s, Relevé 1, RRSP receipts, donation receipts, etc.).

Each requested document has its own upload field: your client sees exactly which document to provide (T4, Relevé 1, donation receipt, etc.) and drops it in the right place, instead of sending an unlabeled batch of files.

On your side, you get a sorted list of documents, organized by type and by family member (spouse, children, etc.), not a single pile of files for the whole household. A spouse’s documents are requested separately. Your client sees their progress (“3 of 8 documents provided”), can drag and drop files (PDF, images, Word, Excel or text) and can mark a document as “nothing to provide”.

In your dashboard you see at a glance what is missing, preview each document, move it to the right place if needed and download everything as a single zip file. You are notified shortly after your client finishes uploading, not for every single file. No email, no third-party file-sharing service.

Three steps:

1. Request a demo via the contact form or by calling 418 478-7924.
2. We discuss your volume and needs to identify the right plan.
3. Your firm is live in under one business day: logo, colors, team, and custom URL all set up.

You can start inviting clients within the first week.