Débuter mes impôts Tax intake software for accounting firms

FAQ

Frequently asked questions

What accountants ask us most often.

  1. 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.

  2. 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.

  3. 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.

  4. 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.
  5. Is DMI bilingual (French/English)?

    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.

  6. Can I brand the form with my firm’s identity?

    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.

  7. Does DMI integrate with my existing tools?

    DMI integrates with:

    • Convoflo — secure document exchange and optional electronic signature
    • monday.com — sync client files to your CRM board (Gold and Platinum plans)
    • TagMyDoc (TMD) — document management with automatic folder structure creation per client and tax year

    The monday.com integration is included in Gold and Platinum plans. Convoflo and TMD are available on every plan.

  8. Are annual tax updates included?

    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.

  9. What happens if I exceed my included forms?

    No blocking. Beyond your plan’s included volume, each additional form is billed at CA$4. 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 unit = 1 form + 1 document transfer space.

  10. Do I need technical skills to use DMI?

    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.

  11. Can my clients upload documents through DMI?

    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.).

    Your client can then upload documents directly into a secure transfer space powered by Convoflo. You access them from your dashboard — no email, no third-party file-sharing service.

  12. How do I get started with DMI?

    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.