From reconciled trades to a controlled filing-software handoff
Sched3 computes pooled adjusted cost base, produces an AFR-aligned T5008 reconciliation, then creates a locked, versioned handoff: TaxCycle Excel import in beta, a guided ProFile workbook, or an ordered DT Max workpaper.
For every engagement: chase CSV files from three brokers, rebuild cost base from scratch, hope the T5008 book values are close, re-key the result into your filing software, and then manually cross-check that nothing changed. When the CRA queries a number, you have to reconstruct the proof. Sched3 eliminates every one of those steps.
One engine — from client data to a filed return
Every step is deterministic, auditable, and versioned. You review instead of rebuild.
Purpose-built filing-software handoffs
TaxCycle direct Excel import is beta until validation is recorded against real builds. ProFile and DT Max use guided, control-total-checked workpapers.
Beta: upload your firm's TaxCycle template and generate a field-code-mapped XLSX for Excel import. Treat compatibility as unverified until the exact TaxCycle build is recorded as validated.
A polished, copy/paste-friendly workbook with ProFile S3Details rows, a step-by-step transfer checklist, and control totals. It is a guided transfer, not a direct ProFile connection.
An ordered keyword workpaper for DT Max capital-gains entry, pre-grouped by security or disposition and backed by control totals. It is a workpaper, not a direct DT Max connection.
Compatibility is version-specific and shown honestly inside the product before every download. TaxCycle direct import is in active validation with real firm templates.
Control totals that reconcile on both sides
Every filing package carries expected totals. After import, enter the totals shown in your tax software — Sched3 confirms the match or flags the discrepancy before you file.
A workpaper behind every number
Each package ships three artifacts — the machine-readable filing file, a polished PDF workpaper, and a deterministic audit ZIP. Every figure traces to the underlying trades, slips, and decisions.
TaxCycle beta XLSX, copy/paste-ready ProFile workbook, or ordered DT Max keyword workpaper.
Branded, print-ready — shows every disposition row, control totals, T5008 decisions, and the locked snapshot it came from.
The filing file, workpaper, adapter manifest, control totals, source lineage, slip decisions, and a plain-language README — one download for the review file.
Built for a book of clients
A multi-client dashboard with the controls a practice needs — not a tool built for one return at a time.
AFR-aligned reconciliation
The T5008 reconciliation is aligned field-for-field with imported AFR evidence. Sched3 does not connect directly to CRA Auto-fill My Return.
Security & data handling
You are trusting us with client financial data. Here is how it is handled, in plain language.
Each client's portfolios, slips, and reports are scoped to your practice account with row-level security — clients you remove are gone from your dashboard, and no client can ever see another's data.
All traffic runs over TLS and data is encrypted at rest. Import links are single-purpose, expiring URLs — not shared logins.
Every client package exports as PDF and CSV with the full audit trail. If you stop using Sched3, you keep the working papers — there is no lock-in.
Stored filing artifacts are SHA-256 checksummed at creation and re-verified at download. Any integrity mismatch is rejected before the file reaches you.
We are actively pursuing SOC 2 Type II certification to provide formal, third-party assurance of our infrastructure, access controls, and data handling.
For firms with data residency or compliance requirements, Sched3 can be deployed within your own infrastructure. Contact us to discuss options.
Help shape accountant pricing
Explore the full Firm workflow first with safe sample data. When you are ready to use real client data, request access and we’ll agree on pricing, client limits, and onboarding with your practice.
Request a walkthroughFrequently asked
Which tax software does Sched3 support?
TaxCycle is the primary integration — Sched3 produces an XLSX mapped to your firm's template field codes that imports directly. ProFile uses a guided-transfer workbook formatted for S3Details. DT Max uses a rapid-entry workpaper. Compatibility status is shown honestly inside the product before every download.
How does the TaxCycle integration actually work?
You upload your firm's TaxCycle Schedule 3 template (an .xlsx with field codes). Sched3 inspects it, detects expandable rows and field patterns, and maps disposition data to the correct cells. The generated workbook imports directly via TaxCycle's standard Excel import. After import, you enter TaxCycle's displayed totals back into Sched3 to confirm the numbers match.
What if I need to amend a filed return?
When a client's snapshot is updated after a package was filed, Sched3 detects the change, invalidates the old package, and generates an amendment package with parent-package lineage and a before/after comparison of control totals, row counts, and source dispositions.
How do clients get their data to me?
You send a secure collection link. Uploaded evidence attaches to the associated review issue, and supported broker CSVs can be imported directly into the linked account. Statements and PDFs remain review evidence.
Can I verify the numbers independently?
Yes. Every filing package carries expected control totals (proceeds, ACB, outlays, gain/loss). After importing into your tax software, enter the totals it displays. Sched3 confirms the match or flags any discrepancy — before you file.
What's in the audit ZIP?
The canonical filing file, a polished PDF workpaper, the adapter manifest with control totals, source lineage from the locked snapshot, every T5008 slip decision, and a plain-language README — one download for the complete review file.
See the full pipeline on your own client scenarios
The interactive Firm demo is available immediately. For real client scenarios, request access and we’ll review your workflow, security needs, client volume, and commercial terms together.
Explore with sample data now. Real client data is enabled only after your Firm request is approved and explicit client and seat limits are assigned.
Request early access