Save Thousands on Canadian Dividend Taxes

Choose the plan that fits your portfolio size. Start your 14-day free trial today and see how much you can save on taxes this year.

Average Customer Saves
$3,247 CAD annually
Platform pays for itself in the first month

Select Your Province

Pricing includes provincial taxes - see exact costs below

Calculate Your Annual Tax Savings

See your return on investment with our tax optimization platform

$100K Portfolio
Annual Tax Savings
$2,400
Professional Plan: $149/month
ROI: 1,342%
$250K Portfolio
Annual Tax Savings
$4,850
Tax Optimizer: $199/month
ROI: 2,034%
$500K+ Portfolio
Annual Tax Savings
$8,900
Tax Optimizer: $199/month
ROI: 3,733%

Your Tax Savings Come From:

✓ Accurate ACB calculationsUp to $2,100/year
✓ Provincial tax optimizationUp to $1,850/year
✓ DRIP tracking & optimizationUp to $1,200/year
✓ Cross-account analysisUp to $950/year
✓ Error preventionUp to $3,000/year
✓ CRA complianceAvoid penalties
💡 Most customers save more than their annual subscription cost in the first month

Essential

Perfect for individual dividend investors

$89.00
+ $11.57 tax = $100.57 total
One-time payment • No recurring fees
  • Complete portfolio tracking with live prices
  • Basic ACB calculation for DRIP transactions
  • Bank of Canada currency conversion
  • CSV import from major Canadian brokers
  • Web platform access
Most Popular

Professional

Advanced features for serious investors

$149.00
+ $19.37 tax = $168.37 total
One-time payment • No recurring fees
  • Everything in Essential
  • Provincial tax optimization (BC, ON, AB, QC)
  • Multi-source dividend data verification
  • Advanced analytics and tax-loss harvesting
  • Mobile app access with synchronization
  • Priority customer support

Tax Optimizer

Professional-grade tax optimization

$199.00
+ $25.87 tax = $224.87 total
One-time payment • No recurring fees
  • Everything in Professional
  • Advanced cross-account ACB analysis
  • CRA-compliant reporting and export
  • Tax season priority support
  • API access for professional integrations
  • Custom optimization recommendations

Why Canadian Investors Choose Us

The only comprehensive dividend tax optimization platform built for Canada

💰 Proven Tax Savings

  • • Average customer saves $3,247 annually
  • • Platform pays for itself in first month
  • • Automated ACB calculations prevent errors
  • • Provincial tax rate optimization

🇨🇦 Canadian Tax Expertise

  • • All 13 provinces and territories supported
  • • CRA-compliant reporting and exports
  • • DRIP and reinvestment tracking
  • • Superficial loss detection

📊 Superior Data Accuracy

  • • Multi-source dividend verification
  • • Bank of Canada currency rates
  • • Real-time price streaming
  • • Prevents $3,000+ in costly errors

🚀 Risk-Free Trial

  • • 14-day free trial, no credit card
  • • Cancel anytime, no contracts
  • • 30-day money-back guarantee
  • • Professional customer support

🛡️ Risk-Free 14-Day Trial + 30-Day Money-Back Guarantee

✅ Free Trial
14 days full access, no credit card required
💰 Money Back
Full refund within 30 days, no questions asked
📞 Support
Canadian tax experts ready to help
Most customers save more than their annual subscription in the first month
Portfolio Tracker - Canadian Investment Portfolio Management