For Canadian financial advisors

Tax returns, translated.

A filed return is a wall of numbers. We make them easy to understand: how much tax their RRSP deductions are saving, how much of their benefits is being clawed back, and the moves they can still make. Then we hand your client a report they can actually read.

What it does

Tax Return Insights ingests a Canadian T1 General PDF, extracts every line item with Mistral OCR + Claude, and produces a household-level tax planning report. Output includes per-individual income breakdowns, deduction and credit summaries, federal and provincial bracket usage with a combined-rate visualization, and benefit clawback modelling for OAS, GIS, CCB, CWB, the Canada Groceries and Essentials Benefit (formerly the GST/HST credit), Canadian Dental Care Plan, Canada Disability Benefit, and Ontario Trillium Benefit.

Who it's for

Built for Canadian financial advisors, CIRO-registered advisors, portfolio managers, and tax planners who want a fast, household-level read on a client's tax position before a planning conversation, without re-keying the return into a spreadsheet.

Pricing

Pay per T1 and per T2. CAD $50 for one filer's T1, or one company's T2 on request; $25 each in the volume pack. One credit covers one filer or one company, with the previous years you hold for them included, up to seven. No subscription. Credits never expire.

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Tax Return Insights · Built in Canada for Canadian advisors and the households they serve.