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lucy@taxinsights.ca

About us

Tax Insights™
Canada’s Collaborative Platform for Tax & Financial Professionals
Tax Insights™ is a Canadian-focused professional platform designed to bring together experts across the tax and financial ecosystem in one trusted, visible, and collaborative space.
The platform is built for professionals who work in, around, and alongside taxation — including Accountants, CPAs, Bookkeepers, Fractional CFOs, Chief Financial Officers, COOs, Tax Lawyers, and other financial professionals who support businesses and individuals across Canada.
2019
Foundation
2022
Well Recognized
2024
A Track Record of Quality Services

Who Is Tax Insights™ For?

Tax Insights™ is open to Canadian-based professionals including:

  • Chartered Professional Accountants (CPAs)

  • Accountants & Public Accountants

  • Bookkeepers

  • Fractional CFOs & Finance Leaders

  • Chief Financial Officers (CFOs) & COOs

  • Tax Lawyers & Legal Professionals

  • Payroll, Compliance & Advisory Specialists

  • Business Advisors working closely with tax matters

Business owners may also choose to list their companies if they want visibility within the tax ecosystem or to collaborate with tax professionals — however, the platform remains professionally tax-focused and Canada-only.

What Members Get

When you list on Tax Insights™, you gain access to:

✔️ Professional Listing & Visibility

  • Dedicated profile on the Tax Insights™ website

  • Visibility to other professionals and business owners across Canada

  • Credibility through association with a vetted, professional platform

✔️ Educational & Speaking Opportunities

  • Invitations to Lunch & Learn sessions

  • Opportunities to host or speak at webinars

  • Ability to showcase your expertise and thought leadership

✔️ Community & Collaboration

  • Network with professionals across disciplines

  • Cross-referral and collaboration opportunities

  • Access to curated discussions on tax, compliance, and financial strategy

✔️ Ongoing Engagement

  • Invitations to upcoming virtual events

  • Participation in panels, discussions, and featured spotlights

  • Priority consideration for expert features and roundtables

Why Join Tax Insights™?
Because today’s tax professionals need more than credentials — they need visibility, authority, and access.
If you are a Canadian tax or financial professional who values credibility, collaboration, and professional growth, Tax Insights™ welcomes you.
Because tax professionals deserve more than a directory — they deserve a platform.Tax Insights™ positions you as a trusted authority, not just a service provider.
2019
Foundation
2022
Well Recognized
2024
A Track Record of Quality Services

Financial Insights and reports

A skilled bookkeeper doesn’t just record transactions; they provide valuable insights into your business’s financial health. By analyzing your financial data, a bookkeeper can identify trends, pinpoint areas of inefficiency, and offer strategic recommendations to improve profitability. These insights empower you to make informed decisions and steer your business in the right direction..

Contact US
Canada’s Collaborative Platform for Tax & Financial Professionals
Tax Insights™ is a Canadian-focused professional platform designed to bring together experts across the tax and financial ecosystem in one trusted, visible, and collaborative space.
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