Question 1

How accurate is the extraction on a real return?

Accepted Answer

We scan the PDF and extract structured fields from it. On clean digital tax returns the extraction is reliable across the hundred-odd line items the report uses. On low-quality scans the accuracy drops, especially for handwritten amendments and faded photocopies. Always review the extracted data on the household detail page before generating a client-facing report.

Question 2

What is the strategy plan?

Accepted Answer

Every household comes with a strategy plan: the returns are checked against a library of more than fifty Canadian planning moves, from RRSP timing and spousal contributions to pension splitting and education-savings grants. Each move the math supports is priced in dollars, benefit clawbacks included, and graded by its ten-year value; the rest are flagged as talking points for the meeting. A short questionnaire covers what the return can't say, and every answer re-prices the plan on the spot. You stay in charge: remove any strategy, add your own, and the totals re-foot. The output is planning guidance for your client conversation, not tax, legal, or investment advice.

Question 3

Which provinces are supported?

Accepted Answer

Every province and territory except Quebec. Federal and household-level features (benefit clawbacks, the combined household income the CRA tests them against, the combined-bracket view) run everywhere, and provincial brackets, basic personal amounts, and credit rates are wired for each one (Ontario also carries its surtax and Trillium). Quebec is the exception: its provincial tax is filed on a separate TP-1 return, so we show the Quebec brackets for context but flag those returns rather than report a provincial figure the federal tax return alone can't support.

Question 4

Where does my client's data go?

Accepted Answer

Uploaded PDFs hit our hosted API, where the document is scanned and structured fields extracted. The raw PDF is processed in memory and never written to disk. The extracted JSON and OCR markdown are stored in our Supabase Postgres database (US region) so reports re-render without re-scanning, scoped to your account by row-level security so no other advisor can read your data. See the Security page for the full data flow, processor list, and PIPEDA cross-border note.

Question 5

Can I download a branded PDF for my client?

Accepted Answer

Yes. From any household report, click Download PDF Report: a multi-page PDF generates in seconds, branded as your firm on every page. You set your branding once in Settings (logo upload supports PNG, JPG, SVG, and WebP up to 2 MB).

Question 6

Does Tax Return Insights file returns with the CRA?

Accepted Answer

No. We're a planning tool that runs after the return is filed. The output is for the conversation with the client: marginal rates, clawback exposure, deduction efficiency, kept-vs-paid. Filing remains in your existing tax software.

Question 7

How does pricing work?

Accepted Answer

You're billed per client analysed, not per advisor seat, not per month. A client credit covers one filer's return, dependants included; a couple's household report takes one credit per spouse. Single clients are $50 each; a 40-credit pack is $1,000, which works out to $25 a client. Past $1,000 of credits, enterprise pricing is custom, just reach out. No subscription. Clients never expire; buy more when you need them.

Tax returns, translated.

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