Organization and Peace of Mind

The streamlined portal between clients and professionals. With both security and functionality.
e-Phorm is an easy-to-use collaboration platform that allows clients & professionals frictionless exchange of documents. When clients upload their documents, they are kept up to date with the progress of the service. Professionals can organize all their client paperwork in one place. Eliminate e-mail chaos during busy season.

How it works?

Step 1 - Client Invite

Step 2 - Client answers question designed by professional

Step 3 - Upload & submit client documents

Step 4 - Ready for professional’s review and filling

T1 Client’s Document Requests are fully automated.

e-phorm takes the tedious tasks out of your tax workflow.

Get organized and eliminate inefficiencies during tax season.

You can use the same functions with a new execution

We have built our platform to reward you for small tasks.

Real-Time Messaging

Chat allows you and your clients to communicate in real-time.

Client Authorizations

We have integrated functions that allow you to manage all your client authorizations from one place.

Auto Documents

Relax and let us do the rest of the T1’s.

Team Management

You can add unlimited team members to your account to work remotely.

We will be loved by your clients

We know that getting tax information ready to submit is not fun for clients. E-phorm makes it simple and enjoyable for clients. With just a few clicks, clients can complete their tax preparation anywhere and anytime. There’s no need to dread tax prep. All you have to do is smile!

What to expect from e-Phorm

Tax Prep that is painless

Tax Prep that is painless

Only when you have all the information necessary to start working on a client’s T1 will you be able to begin. There will be no more delays due to missing information.



We cover all aspects of the T1 workflow so you don’t have to worry about missing a tax credit or deduction.

You can save time

You can save time

ePhorm cuts out the back and forth between clients. This helps you save time, not long hours.

Scalable Solution

Scalable Solution

No matter how big or small your company is, you can add clients to it as many times as you wish. You have a clear runway from which to fly.

Unlimited Cloud Storage

Unlimited Cloud Storage

You can store as many T1 files as you like on our cloud, and access them whenever and wherever you want.

Progress Monitoring

Progress Monitoring

The dashboard of your account gives you a summary T1 KPI’s that will help you stay on track during tax season.

Security beyond the norm

We go beyond industry standards in information security so that you can safely store tax information for your clients without worrying about data loss or security breaches. It will always be our top priority to protect your data.

It’s Easy to Get Started

And it’s free. The 3 things everybody loves.

No Credit Card Required

14 Day Free Trial

No Feature Restrictions During Trial


Required to maintain account


10 Free Tax Returns

5 Team Accounts

Tax Returns

Pay as you go


Additional tax returns may be purchased online.


Unlimited Tax Return

Unlimited User

Pricing FAQ’s

What are your plans?
One plan is available at a cost of $25 per month. It includes all features. We offer tax returns at a low price of $5 per tax return.
Do I have to purchase a subscription for each employee in my company?
The subscription includes an admin account and five team accounts. You can contact us to request custom pricing for additional team accounts.
What's the difference between an admin account and a group account?
Additional features include billing and subscription management, client additions and team assignment.
What's the $5 tax return price?
Two-fold pricing is available. To maintain your account, you will need to pay $25 per month. We charge $5 for each tax return that we complete via our workflow. This includes an invitation to the client and clients signing up, completing the questionnaire, uploading documents, and finally receiving the completed tax return from the tax professional.
Why have a two-fold pricing structure?
ePhorm has no hidden fees. A monthly subscription is required to maintain an account and keep all information safe on our servers. Pricing for tax returns is $5. This price covers variable workflow costs based on customer activity.

Each accounting firm’s tax practice size is unique, so we believe that each one has its own needs. We thought it would be a good idea to offer a pay-as-you go pricing structure, as our customer base is diverse. You only pay for the tax returns that you have completed.

What happens to my account if I forget to renew it?
If the monthly plan isn’t renewed or the payment method isn’t updated, all functionality and client access will be lost.

The data is kept on our servers for three months after the expiry of the subscription. If you renew within 3 months of your last renewal, all client accounts will become active again. All data is lost after three months.

What payment methods are you accepting?

Online payments are accepted through Visa, MasterCard and American Express. For offline payments, please email us at

What's your refund policy?

Below is our refund policy.

Customer Satisfaction policy
ePhorm strives to make software that you love using for your business. There are many options, and we thank you for choosing ePhorm. We are grateful. This policy outlines what we will do if we don’t meet your expectations.

Monthly Subscriptions
We will be happy to help you if you have any issues during your first month of using our service. We will try our best to resolve your problem, offer a workaround or provide a time frame for you to find a solution that meets your needs. We will happily offer a full refund if you aren’t satisfied. We want you to be satisfied with all aspects of your contract. Not just the first 30 days. We go above and beyond this. We ask that you notify us immediately if we change, remove or discontinue any functionality during your contract. We will give you a PRO-Rated REFUND for any remaining contract if we do not address the issue to your satisfaction.

Subscriptions will automatically renew until you cancel them. We will mail you a mail stating the amount that will be charged on your credit card each time your subscription auto-renews. We will also send an e-mail receipt after each renewal.

Send us an email at if you have any questions.


Free templates, tax guides, blogs

Cash Flow Template

Incorporation e-phorm

Tax Guide for Estate Planning & Trusts in Canada

It’s that time of the year again when you get ready for tax filing. Even with limited time left for tax planning, but you still have time to maneuver. Therefore, we would like to provide you with key…

Tax Guide for Investors in Canada

Decide the ideal mix of investments in your portfolio to get the best after-tax returns because different types of investments are taxed differently. Consider the treatment…

Tax Tips for Self-Employed & Freelancers

Pay yourself and, family members who provide services to the business, a reasonable salary before year-end. This income will provide additional room for the 2021 RRSP contribution and provides…

Tax Tips & Guide for Employees in Canada

It’s that time of the year again when you get ready for tax filing. Even with limited time left for tax planning, but you still have time to maneuver. Therefore, we would like to provide you with key…

Personal Income Tax Guide for Seniors in Canada

Annual Tax planning for Employees, Self-Employed, Investors, Business Owners, Seniors Students and others…

Tax Guide for Students in Canada

Annual Tax planning for Employees, Self-Employed, Investors, Business Owners, Seniors Students and others…

Get Started for Free!

Sign up below to start using E-Phorm for free today. Send us any questions you have below in the comments section.