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CloudTax review

Freemium#6 of 123 in Personal Tax Software

A flexible Canadian tax service spanning free DIY filing, expert review, and full preparation.

8.5/10Editor score
CloudTax8.5 Visit CloudTax

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

CloudTax is Canadian personal tax software for individuals filing T1 returns online. It combines guided DIY preparation with CRA Auto-Fill and slip import, AI-powered document and slip scanning, provincial tax forms, and NETFILE submission to the CRA. The service covers standard personal returns as well as self-employment, investment, rental, foreign, and cryptocurrency income. Web, iOS, and Android access support individual filers, while API access extends the platform to professional and financial use cases. It is a strong fit for Canadian filers who want a choice between doing their own return and paying for expert involvement.

The published plans create a clear progression. CloudTax Free provides DIY filing, step-by-step guidance, and CRA slip import with AI scanning. CloudTax Plus costs 39 per account annually and adds priority live chat and email support, audit protection for the primary account, CloudReceipts Personal, and up to 20 returns. Review & File plans cost 75, 125, or 149 per return, adding expert review and consultation, with higher tiers covering rental, foreign, crypto, or business income. Done For You plans cost 99, 249, or 349 per return and shift preparation to a tax expert, with Premium and Business tiers covering more complex situations.

CloudTax’s main strength is breadth within Canadian personal tax filing: CRA imports, provincial credits, mobile access, specialist income support, expert review, and full-service preparation sit in one service. Integrations with Koinly, CloudReceipts, and CRA Auto-Fill further support document and investment workflows. However, users seeking audit protection must select an eligible plan, and complex tax situations can require the higher-priced Review & File or Done For You tiers. DIY filers with straightforward returns should consider CloudTax Free; filers who want guidance, consultation, or preparation should choose the corresponding paid service.

CloudTax pros and cons

  • Where it wins
    • Free DIY filing with CRA slip import and AI document scanning
    • Supports provincial forms, NETFILE, rental, investment, and business income
    • Offers expert review, full preparation, and audit protection options
  • Where it doesn't
    • Audit protection is limited to selected paid plans
    • Specialist support for rentals, foreign income, and crypto starts at paid tiers
    • CloudTax Free has provincial and territorial availability exclusions

CloudTax fact sheet, pricing and score →

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