{"id":1443,"date":"2026-11-09T02:14:27","date_gmt":"2026-11-09T02:14:27","guid":{"rendered":"https:\/\/happisoft.ca\/plugins\/tax-desk\/"},"modified":"2026-11-09T02:14:27","modified_gmt":"2026-11-09T02:14:27","slug":"tax-desk","status":"publish","type":"page","link":"https:\/\/happisoft.ca\/fr\/plugins\/tax-desk\/","title":{"rendered":"Tax Desk"},"content":{"rendered":"<div class=\"hs-store hs-product\"><section class=\"hs-hero\"><img loading=\"lazy\" decoding=\"async\" class=\"hs-icon hs-icon--lg\" src=\"https:\/\/happisoft.ca\/wp-content\/uploads\/tax-desk\/tax-desk-icon.svg\" alt=\"\" width=\"88\" height=\"88\"><div><p class=\"hs-kicker\">Extension WordPress par Happisoft<\/p><h1 class=\"hs-h1\">Tax Desk<\/h1><p class=\"hs-lead\">Client portal for tax professionals: documents, e-signatures, invoices and payments, all on your own website.<\/p><p class=\"hs-hero-price\"><strong>Pro \u00e0 partir de 299\u00a0$\/an<\/strong> <span>pour 1, 3 ou 25 sites Web<\/span><\/p><div class=\"hs-actions\"><a class=\"hs-btn\" href=\"#plans\">Choisir un forfait \u2192<\/a><a class=\"hs-btn hs-btn--ghost\" href=\"https:\/\/happisoft.ca\/fr\/wp-json\/happisoft\/v1\/free\/tax-desk\" target=\"_blank\" rel=\"noopener\">T\u00e9l\u00e9charger la version gratuite<\/a><\/div><\/div><\/section><section class=\"hs-plans\" id=\"plans\"><h2 class=\"hs-h2\">Choisissez votre forfait<\/h2><p class=\"hs-sub\">Prix annuels. Chaque forfait comprend toutes les fonctions Pro, les mises \u00e0 jour et le soutien par courriel pendant 12 mois.<\/p><div class=\"hs-plan-grid\"><form class=\"hs-plan\" method=\"post\" action=\"https:\/\/happisoft.ca\/wp-admin\/admin-post.php\"><input type=\"hidden\" id=\"_wpnonce\" name=\"_wpnonce\" value=\"40b87ad7e3\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/fr\/wp-json\/wp\/v2\/pages\/1443\" \/><input type=\"hidden\" name=\"action\" value=\"hs_buy\"><input type=\"hidden\" name=\"product\" value=\"tax-desk\"><input type=\"hidden\" name=\"plan\" value=\"solo\"><h3>Solo<\/h3><p class=\"hs-sites\">1 site Web<\/p><p class=\"hs-price\"><strong>299\u00a0$<\/strong><span>\/ an<\/span><\/p><label class=\"hs-auto\"><input type=\"checkbox\" name=\"auto\" value=\"1\" checked> <span>Renouveler automatiquement chaque ann\u00e9e<small>Annulable en tout temps dans votre compte.<\/small><\/span><\/label><button class=\"hs-btn hs-btn--full\" type=\"submit\">Acheter<\/button><\/form><form class=\"hs-plan is-popular\" method=\"post\" action=\"https:\/\/happisoft.ca\/wp-admin\/admin-post.php\"><input type=\"hidden\" id=\"_wpnonce\" name=\"_wpnonce\" value=\"40b87ad7e3\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/fr\/wp-json\/wp\/v2\/pages\/1443\" \/><input type=\"hidden\" name=\"action\" value=\"hs_buy\"><input type=\"hidden\" name=\"product\" value=\"tax-desk\"><input type=\"hidden\" name=\"plan\" value=\"practice\"><span class=\"hs-badge\">Le plus populaire<\/span><h3>Practice<\/h3><p class=\"hs-sites\">3 sites Web<\/p><p class=\"hs-price\"><strong>499\u00a0$<\/strong><span>\/ an<\/span><\/p><label class=\"hs-auto\"><input type=\"checkbox\" name=\"auto\" value=\"1\" checked> <span>Renouveler automatiquement chaque ann\u00e9e<small>Annulable en tout temps dans votre compte.<\/small><\/span><\/label><button class=\"hs-btn hs-btn--full\" type=\"submit\">Acheter<\/button><\/form><form class=\"hs-plan\" method=\"post\" action=\"https:\/\/happisoft.ca\/wp-admin\/admin-post.php\"><input type=\"hidden\" id=\"_wpnonce\" name=\"_wpnonce\" value=\"40b87ad7e3\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/fr\/wp-json\/wp\/v2\/pages\/1443\" \/><input type=\"hidden\" name=\"action\" value=\"hs_buy\"><input type=\"hidden\" name=\"product\" value=\"tax-desk\"><input type=\"hidden\" name=\"plan\" value=\"agency\"><h3>Agency<\/h3><p class=\"hs-sites\">25 sites Web<\/p><p class=\"hs-price\"><strong>999\u00a0$<\/strong><span>\/ an<\/span><\/p><label class=\"hs-auto\"><input type=\"checkbox\" name=\"auto\" value=\"1\" checked> <span>Renouveler automatiquement chaque ann\u00e9e<small>Annulable en tout temps dans votre compte.<\/small><\/span><\/label><button class=\"hs-btn hs-btn--full\" type=\"submit\">Acheter<\/button><\/form><\/div><p class=\"hs-secure\"><svg viewbox=\"0 0 24 24\" width=\"16\" height=\"16\" aria-hidden=\"true\"><path fill=\"currentColor\" d=\"M12 2a5 5 0 0 0-5 5v3H6a2 2 0 0 0-2 2v8a2 2 0 0 0 2 2h12a2 2 0 0 0 2-2v-8a2 2 0 0 0-2-2h-1V7a5 5 0 0 0-5-5Zm-3 8V7a3 3 0 1 1 6 0v3H9Z\"\/><\/svg> Paiement s\u00e9curis\u00e9 par Stripe. Votre cl\u00e9 de licence vous est envoy\u00e9e imm\u00e9diatement par courriel et affich\u00e9e dans votre compte.<\/p><\/section><section class=\"hs-shots\" id=\"screenshots\"><div class=\"hs-shots-head\"><h2 class=\"hs-h2\">Voyez-le en action<\/h2><div class=\"hs-car-nav\"><button type=\"button\" class=\"hs-car-btn\" data-dir=\"-1\" aria-label=\"Capture pr\u00e9c\u00e9dente\">\u2039<\/button><button type=\"button\" class=\"hs-car-btn\" data-dir=\"1\" aria-label=\"Capture suivante\">\u203a<\/button><\/div><\/div><div class=\"hs-car\" data-hs-carousel data-interval=\"4500\" data-label-close=\"Fermer\" data-label-prev=\"Capture pr\u00e9c\u00e9dente\" data-label-next=\"Capture suivante\"><div class=\"hs-car-track\" tabindex=\"0\" aria-label=\"Captures d&#039;\u00e9cran\"><figure class=\"hs-slide\"><button type=\"button\" class=\"hs-slide-btn\" data-full=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-board.webp\" data-cap=\"One board for the whole season: new uploads, files waiting too long, unpaid invoices and signatures at a glance.\" aria-label=\"Ouvrir la capture 1\"><img decoding=\"async\" src=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-board-1024x640.webp\" alt=\"One board for the whole season: new uploads, files waiting too long, unpaid invoices and signatures at a glance.\"><span class=\"hs-zoom\" aria-hidden=\"true\">\u2922<\/span><\/button><figcaption>One board for the whole season: new uploads, files waiting too long, unpaid invoices and signatures at a glance.<\/figcaption><\/figure><figure class=\"hs-slide\"><button type=\"button\" class=\"hs-slide-btn\" data-full=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-questionnaire-fr.webp\" data-cap=\"Clients answer a short questionnaire (here in French) and get only the documents that apply to them.\" aria-label=\"Ouvrir la capture 2\"><img decoding=\"async\" src=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-questionnaire-fr-1024x640.webp\" alt=\"Clients answer a short questionnaire (here in French) and get only the documents that apply to them.\"><span class=\"hs-zoom\" aria-hidden=\"true\">\u2922<\/span><\/button><figcaption>Clients answer a short questionnaire (here in French) and get only the documents that apply to them.<\/figcaption><\/figure><figure class=\"hs-slide\"><button type=\"button\" class=\"hs-slide-btn\" data-full=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-e-signature.webp\" data-cap=\"The engagement letter, T183 and TP-1000 are signed on the client page with a one-time code.\" aria-label=\"Ouvrir la capture 3\"><img decoding=\"async\" src=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-e-signature-1024x720.webp\" alt=\"The engagement letter, T183 and TP-1000 are signed on the client page with a one-time code.\" loading=\"lazy\"><span class=\"hs-zoom\" aria-hidden=\"true\">\u2922<\/span><\/button><figcaption>The engagement letter, T183 and TP-1000 are signed on the client page with a one-time code.<\/figcaption><\/figure><figure class=\"hs-slide\"><button type=\"button\" class=\"hs-slide-btn\" data-full=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-invoice-payment.webp\" data-cap=\"Invoices with HST\/GST\/QST, paid by card, PayPal or Interac e-Transfer.\" aria-label=\"Ouvrir la capture 4\"><img decoding=\"async\" src=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-invoice-payment-1024x720.webp\" alt=\"Invoices with HST\/GST\/QST, paid by card, PayPal or Interac e-Transfer.\" loading=\"lazy\"><span class=\"hs-zoom\" aria-hidden=\"true\">\u2922<\/span><\/button><figcaption>Invoices with HST\/GST\/QST, paid by card, PayPal or Interac e-Transfer.<\/figcaption><\/figure><figure class=\"hs-slide\"><button type=\"button\" class=\"hs-slide-btn\" data-full=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-billing.webp\" data-cap=\"Quotes and invoices for any service, with outstanding, overdue and received amounts.\" aria-label=\"Ouvrir la capture 5\"><img decoding=\"async\" src=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-billing-1024x640.webp\" alt=\"Quotes and invoices for any service, with outstanding, overdue and received amounts.\" loading=\"lazy\"><span class=\"hs-zoom\" aria-hidden=\"true\">\u2922<\/span><\/button><figcaption>Quotes and invoices for any service, with outstanding, overdue and received amounts.<\/figcaption><\/figure><figure class=\"hs-slide\"><button type=\"button\" class=\"hs-slide-btn\" data-full=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-filing.webp\" data-cap=\"Each filing gathers status, messages, signatures, billing, the questionnaire and the checklist.\" aria-label=\"Ouvrir la capture 6\"><img decoding=\"async\" src=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-filing-1024x800.webp\" alt=\"Each filing gathers status, messages, signatures, billing, the questionnaire and the checklist.\" loading=\"lazy\"><span class=\"hs-zoom\" aria-hidden=\"true\">\u2922<\/span><\/button><figcaption>Each filing gathers status, messages, signatures, billing, the questionnaire and the checklist.<\/figcaption><\/figure><figure class=\"hs-slide\"><button type=\"button\" class=\"hs-slide-btn\" data-full=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-questionnaire-builder.webp\" data-cap=\"Edit the questions and the documents each answer adds to the checklist.\" aria-label=\"Ouvrir la capture 7\"><img decoding=\"async\" src=\"https:\/\/happisoft.ca\/wp-content\/uploads\/2026\/11\/tax-desk-questionnaire-builder-1024x640.webp\" alt=\"Edit the questions and the documents each answer adds to the checklist.\" loading=\"lazy\"><span class=\"hs-zoom\" aria-hidden=\"true\">\u2922<\/span><\/button><figcaption>Edit the questions and the documents each answer adds to the checklist.<\/figcaption><\/figure><\/div><div class=\"hs-car-dots\" role=\"tablist\"><\/div><\/div><\/section><section class=\"hs-desc hs-rich\"><h2>Built for Canadian tax practices<\/h2>\n<p>Tax Desk turns your own WordPress website into a secure client portal for tax season. Your clients get one personal link: they answer a few questions, send their slips from their phone, sign and pay, in English or in French. You follow every file from one board, and automatic reminders chase what is missing so you don't have to.<\/p>\n<p>No new app for your clients to install, no per-client fees, and your files stay on your own website (or in your own Google Drive).<\/p>\n<h2>Comment \u00e7a fonctionne<\/h2>\n<ol class=\"hs-steps\">\n<li><strong>Create the filing.<\/strong> Pick the client and what you are preparing: T1, T2, T3, T5, HST\/GST, payroll, Qu\u00e9bec TP-1 and CO-17. Tax Desk builds the document checklist.<\/li>\n<li><strong>Your client gets one link.<\/strong> They answer a short questionnaire, upload slips (photos are fine), sign the engagement letter and pay the invoice, in their language.<\/li>\n<li><strong>You follow everything on one board.<\/strong> See new uploads, files waiting 7+ days, unpaid invoices and returns waiting for a signature, then deliver the return for approval.<\/li>\n<\/ol>\n<h2>Pro features in detail<\/h2>\n<h3>Smart questionnaire<\/h3>\n<p>Clients answer yes\/no and multiple-choice questions (\"Did you sell a property?\", \"Do you have children in daycare?\"), and Tax Desk adds exactly the documents that apply to them. You can edit every question, show follow-up questions only when relevant, and build rules with one or several conditions. Next season, clients are reminded of what they sent last year.<\/p>\n<h3>E-signatures<\/h3>\n<p>Have the engagement letter, the T183 and the TP-1000 signed right on the client page. Clients confirm with a one-time code sent by email, and you get a signature certificate PDF with the date, IP address and document fingerprint.<\/p>\n<h3>Quotes, invoices and online payments<\/h3>\n<p>Bill any service, not only tax returns. Send a quote, let the client accept it online, convert it to an invoice in one click. Invoices include GST\/HST\/QST, your logo and a PDF copy. Clients pay by card, Apple Pay or Google Pay with Stripe, with PayPal, or by Interac e-Transfer. Unpaid invoices are reminded automatically, and you can hold the return until the invoice is paid.<\/p>\n<h3>Return delivery and approval<\/h3>\n<p>Upload the finished return and supporting documents. Your client reviews them, approves online, and downloads their copies whenever they need them.<\/p>\n<h3>Team workspace<\/h3>\n<p>Give each preparer and assistant their own login and their own clients, in a clean office app on your website, outside wp-admin. Talk with clients through secure messages attached to each filing.<\/p>\n<h3>Security and privacy<\/h3>\n<p>Two-step sign-in for everyone who can see client files, an activity log of who viewed or downloaded what (with CSV export), and retention rules that clean up old files automatically. Designed with PIPEDA and Qu\u00e9bec's Law 25 in mind.<\/p>\n<h2>Free or Pro?<\/h2>\n<table>\n<thead>\n<tr>\n<th>Feature<\/th>\n<th>Free<\/th>\n<th>Pro<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Client page with document checklist and secure uploads<\/td>\n<td>\u2713<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td>Board, filing types, tax seasons, automatic reminders<\/td>\n<td>\u2713<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td>English and French, your logo and colours<\/td>\n<td>\u2713<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td>Smart questionnaire and \"last year you sent us\u2026\"<\/td>\n<td>\u2014<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td>E-signatures (engagement letter, T183, TP-1000)<\/td>\n<td>\u2014<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td>Quotes, invoices, online payments and payment reminders<\/td>\n<td>\u2014<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td>Return delivery with client approval<\/td>\n<td>\u2014<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td>Client import, team accounts, messages, Google Drive<\/td>\n<td>\u2014<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td>Two-step sign-in, activity log, retention rules<\/td>\n<td>\u2014<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td>Updates and email support<\/td>\n<td>Community<\/td>\n<td>12 mois<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Requirements<\/h2>\n<ul>\n<li>WordPress 6.5 or later, PHP 7.4 or later<\/li>\n<li>The free Tax Desk plugin (Pro is an add-on)<\/li>\n<li>For online payments: a Stripe and\/or PayPal account<\/li>\n<li>Works with any theme. The client page can also run as a clean standalone page with your logo.<\/li>\n<\/ul>\n<\/section><section class=\"hs-features\"><h2 class=\"hs-h2\">Ce que Pro ajoute<\/h2><ul><li><span class=\"hs-check\" aria-hidden=\"true\">\u2713<\/span>Smart questionnaire that builds each client&#039;s document checklist<\/li><li><span class=\"hs-check\" aria-hidden=\"true\">\u2713<\/span>&quot;Last year you sent us...&quot; reminders<\/li><li><span class=\"hs-check\" aria-hidden=\"true\">\u2713<\/span>E-signatures for the engagement letter, T183 and TP-1000<\/li><li><span class=\"hs-check\" aria-hidden=\"true\">\u2713<\/span>Quotes and invoices with GST\/HST\/QST, paid online by card or PayPal<\/li><li><span class=\"hs-check\" aria-hidden=\"true\">\u2713<\/span>Return delivery with client approval<\/li><li><span class=\"hs-check\" aria-hidden=\"true\">\u2713<\/span>Import your clients from a spreadsheet<\/li><li><span class=\"hs-check\" aria-hidden=\"true\">\u2713<\/span>Team workspace with staff accounts and secure messages<\/li><li><span class=\"hs-check\" aria-hidden=\"true\">\u2713<\/span>Google Drive storage<\/li><li><span class=\"hs-check\" aria-hidden=\"true\">\u2713<\/span>Two-step sign-in, activity log and retention rules<\/li><\/ul><\/section><section class=\"hs-faq\"><h2 class=\"hs-h2\">Questions<\/h2><details><summary>Comment fonctionne la licence?<\/summary><p>Vous recevez une cl\u00e9 de licence unique, valide un an \u00e0 compter de votre achat. Collez-la dans l&#039;extension pour d\u00e9bloquer les fonctions Pro sur votre ou vos sites.<\/p><\/details><details><summary>Que se passe-t-il apr\u00e8s un an?<\/summary><p>Avec le renouvellement automatique, votre licence est prolong\u00e9e chaque ann\u00e9e et rien ne change. Sinon, nous vous envoyons un rappel avant l&#039;expiration; si la licence expire, les fonctions Pro sont verrouill\u00e9es jusqu&#039;au renouvellement. Vos donn\u00e9es ne sont jamais supprim\u00e9es.<\/p><\/details><details><summary>Puis-je d\u00e9placer ma licence vers un autre site?<\/summary><p>Oui. D\u00e9sactivez-la sur l&#039;ancien site (ou depuis votre compte) et activez-la sur le nouveau. Les sites locaux et de pr\u00e9production ne comptent pas dans votre limite.<\/p><\/details><\/section><div class=\"hs-buybar\" hidden><div class=\"hs-buybar-in\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/happisoft.ca\/wp-content\/uploads\/tax-desk\/tax-desk-icon.svg\" alt=\"\" width=\"36\" height=\"36\"><div><strong>Tax Desk Pro<\/strong><span>\u00e0 partir de 299\u00a0$\/an<\/span><\/div><a class=\"hs-btn\" href=\"#plans\">Choisir un forfait<\/a><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":0,"featured_media":0,"parent":1442,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_breakdance_hide_in_design_set":false,"_breakdance_tags":"","footnotes":""},"class_list":["post-1443","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/happisoft.ca\/fr\/wp-json\/wp\/v2\/pages\/1443","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/happisoft.ca\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/happisoft.ca\/fr\/wp-json\/wp\/v2\/types\/page"}],"replies":[{"embeddable":true,"href":"https:\/\/happisoft.ca\/fr\/wp-json\/wp\/v2\/comments?post=1443"}],"version-history":[{"count":0,"href":"https:\/\/happisoft.ca\/fr\/wp-json\/wp\/v2\/pages\/1443\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/happisoft.ca\/fr\/wp-json\/wp\/v2\/pages\/1442"}],"wp:attachment":[{"href":"https:\/\/happisoft.ca\/fr\/wp-json\/wp\/v2\/media?parent=1443"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}