For Canadian financial advisors and accountants
Tax returns, translated.
Give your clients insights that show what their deductions and credits save. Win more clients with a report no other advisor gives them.
Every report answers the questions your clients are already asking:
- How much tax do my deductions and credits actually save?
- How much of my benefits am I losing to clawbacks?
- How much of my next dollar goes to tax?
Insights for your clients. New clients for you.
See what deductions and credits really save
Every one priced in dollars, for each spouse.
Catch the benefits lost to clawbacks
See which benefits each spouse pays back, and how far over the line they are.
Win more clients
Ask a prospect for last year's return. Send back a report no other advisor has given them.
From upload to the conversation.
Upload the return
Drop in each spouse's PDF. A phone scan works too.
The return processes
We read every line: income, deductions, credits. A report is usually ready in one to two minutes.
Receive the report
Plain English and clear charts. If we misread a figure, you correct it and the report updates.
Have the conversation
Walk your client through it on screen, or hand over the PDF.
Returns are filed individually. Lives are lived together.
Benefits are tested on the couple's combined income, a number on neither return. We add it up, flag each spouse's clawback, and show how much tax the deductions and credits saved.
Pay per person. Seven years included.
No subscription. Credits never expire. One credit covers one person for up to seven years.
- Standard: $50 per person. One person, every year you hold for them, up to seven. $100 for two spouses.
- Volume: $1,000 for 40 people. $25 per person. Half the standard price.
- Enterprise: contact us. For larger practices buying more than $1,000 in credits.
Every plan includes the full household report, a branded PDF for your client and email support. Every new account starts with one free credit and a sample household, no card needed.
Common questions.
Where does my client's data go?
Two outside services read it for us: one turns the PDF into text, and one reads the figures from that text. We never save the PDF itself. We keep the text and the figures, encrypted, in your firm's account. Your client's data leaves Canada, both while we work on it and where it is kept. Our Security page says what each one sees and how long it is kept.
Can I give my client a branded PDF?
Yes. One click makes a PDF with your firm's name and logo on every page.
Do you file returns with the Canada Revenue Agency?
No. We work after the return is filed. Filing stays in your tax software.
The next client meeting just got easier.
Start with one client. Every new account gets one free credit, so the first person you analyze is free. Turn on JavaScript to use the app, or open the sign-in page in a browser that runs it.
Sign inTax Return Insights · Tax planning for Canadian financial advisors. Ontario is fully supported. Every other province and territory, Quebec included, is in beta. Made in Canada.