Wealthsimple Tax
Wealthsimple Tax: A flexible Canadian filer for complex returns, with optional access to tax experts. Ranked #12 of 123 in Personal Tax Software by our editors (7.9/10); pricing: Free plan; best for canadian filers wanting expert access.
At a glance
- Editor score7.9 / 10
- PricingFree plan
- Best forCanadian filers wanting expert access
- Free planYes
- Self-employment supportYes
- Founded2014 · Toronto, Canada
- Facts checked20 Sep 2026
Where it wins
- Free filing includes access to all tax forms and optional $0 payment
- Supports self-employment, investments, rentals, and foreign income
- Pro adds one-on-one, year-round access to tax experts
Where it doesn't
- Available on the web only; its mobile app is no longer supported
- Pro is unavailable in Québec
- Expert guidance and audit protection require paid plans
Our verdict on Wealthsimple Tax
Wealthsimple Tax is web-based Canadian tax software for residents with a Social Insurance Number who want to file their own returns with the option of paid support. It supports CRA and Revenu Québec NETFILE-certified filing, slip imports, employment and self-employment income, investment and rental income, capital gains and losses, foreign income, deductions, and tax credits. The product is available on the web, while its mobile app is no longer supported.
The Basic plan covers do-it-yourself filing, access to all tax forms, and a choose-what-to-pay model that includes $0. Paid plans build on that foundation. Plus adds priority email support and audit protection. Pro adds one-on-one guidance from a tax expert, year-round access to tax experts, and customized advice. Paid plans start at CAD 40, with pricing shown in CAD and excluding tax. This structure suits filers who want to keep filing costs flexible but may need assistance or audit-related support for a more complex return.
Its strongest fit is breadth within a Canadian DIY filing workflow. CRA My Account and Revenu Québec integrations support slip imports, while the feature set covers self-employment expenses, investments, rentals, foreign tax credits, and credits and deductions optimization. Audit support and expert consultations provide additional help beyond basic form completion. Québec filers should note that Pro is unavailable there, and anyone looking for a mobile app should choose another option. Wealthsimple Tax is a good match for Canadian filers who prefer web-based filing and want optional access to tax professionals; it is less suitable for users who require mobile access or Pro guidance in Québec.
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Wealthsimple Tax pricing
All 3 Wealthsimple Tax plans and prices →
Wealthsimple Tax fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Self-employment support | Yes |
| Investment income | Yes |
| Rental income | Yes |
| State filing | Included |
| Mobile access | Web_only |
| Audit support | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | Email, Docs |
| Built for | Solo, Small business (editorial estimate) |
| Integrations | 2 integrations: CRA My Account, Revenu Québec |
| Pricing | Free plan (source) |
| Website | wealthsimple.com |
| Facts checked | 20 Sep 2026 |
Wealthsimple Tax integrations
Wealthsimple Tax lists 2 integrations on its own site.
- CRA My Account
- Revenu Québec
Alternatives to Wealthsimple Tax
- TurboTaxA broad US tax filing suite with free simple returns and paid expert support.9.3
- H&R Block OnlineA flexible tax-filing service with free simple returns and guided expert help.9.0
- TaxActA broad US tax filing option with free entry, paid coverage, and expert help.8.8
See all Wealthsimple Tax alternatives →
Also Ranked In
Wealthsimple Tax is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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