New: T1 + T2 Tax Automation

Canadian Tax Automation, Simplified

From T4 slips to T2 financials—automate the entire Canadian tax prep workflow. AI-powered document processing for personal and corporate returns, so your team can focus on advisory work.

T1 & T2 Ready
| Multi-Client Dashboard

Clients in Progress

Client Name
Status
Suspense
Action
North Shore Construction
Ready for Export
0 items
Vancouver Design Studio
Awaiting Client
4 items
Fraser Retail Group
Processing
-

Receipt Received

Client uploaded receipt for $4,500 equipment purchase. GIFI updated.

12 hrs → 45 min

Average time savings per client

Built for

Canadian accounting firms

98%

Transaction accuracy rate

Tax-Ready

T1 personal & T2 corporate exports

Shoebox clients drain your firm's capacity

Every tax season, your team spends hours on data entry instead of high-value advisory work. Missing receipts, unclear transactions, and manual categorization create bottlenecks that cost your firm money.

Shoebox Backlog

Clients dump bank statements and receipts on your desk. Your team spends hours manually entering transactions and chasing missing documentation.

Pending Uploads
$125.50
$847.00
$42.15

Capacity Trap

Low-margin bookkeeping work prevents your firm from taking on more profitable advisory and planning engagements.

Client Queue Overload
Late
Review
Process
Late

Quality Risk

Manual data entry increases errors in GIFI codes, T1 slip matching, and ITC calculations—creating risk during reviews.

Tax Code Audit
8000 Sales
8860 Prof Fees
8520 Advertising

Tax Season, Transformed

T1 slips. T2 books. One platform that handles both.

Smart Document Extraction

Drop T4s, T5s, RRSPs for personal tax—or bank statements for corporate books. AI reads every slip and maps data to the right lines automatically.

Document Extraction

T4 - Employment Income

Box 14: $72,450.00 → Line 10100

T5 - Investment Income

Box 25: $1,240.00 → Line 12100

RRSP Contribution

Receipt: $6,500.00 → Line 20800

T5008 - Securities

Processing...

CRA Auto-fill Verification

Every slip is cross-checked against CRA Auto-fill data. Mismatches get flagged instantly—so you catch errors before the CRA does.

Auto-fill Comparison

Sarah Chen - 2025 T1

Live Check
T4 - ABC Corp Match
Slip: $72,450 CRA: $72,450
T5 - TD Bank Match
Slip: $1,240 CRA: $1,240
T4A - Contract Inc Review
Slip: $8,500 CRA: $9,200
5 slips verified 4 matched 1 flagged
99.2%

One-Click Export

Export directly to TaxCycle or ProFile. T1 slips map to CRA lines, T2 expenses map to GIFI codes. Zero re-entry. Zero errors.

Export to Tax Software
Ready

Sarah Chen - 2025 T1

All slips verified • 0 issues

Ready to Export
TC

TaxCycle T1

Direct import format

PF

ProFile T1

Intuit ProFile format

3 T4s 2 T5s 1 RRSP

[ Capabilities ]

Built for Canadian Tax Professionals

99.2% Match Rate

CRA Auto-fill verification catches discrepancies before you file—so the CRA doesn't.

45 min per Return

Average time saved on each T1 return. That's 75+ hours back during tax season.

Zero Double Entry

Data flows directly to TaxCycle or ProFile. No re-keying, no transcription errors.

All Major Slips

T4, T4A, T5, T5008, RRSP receipts, T3, and more—extracted and mapped automatically.

TaxCycle + ProFile

One-click export to the tax software you already use. No new tools to learn.

CRA Compliant

Verified
GIFI codes, CRA line mappings, and slip data formatted exactly as the CRA expects.

How it works

From documents to tax-ready in three simple steps.

T4s, T5s, bank statements, receipts—just drop them in. We handle PDFs, scans, and direct bank feeds.

T1 slips map to CRA lines with Auto-fill verification. T2 expenses categorize to GIFI codes. Issues get flagged automatically.

Approve in seconds, resolve flags with one click, and export straight to TaxCycle or ProFile.

Security First

Your Data Never Leaves Your Control

For firms that require data to stay within their infrastructure, we offer full on-premises installation. Your client data never leaves your servers.

  • SOC 2 monitored
  • Canadian data residency
  • Full audit trail
LOCAL_HOST

What firm partners say

"We used to spend 12 hours per shoebox client. Now it's under 45 minutes. The suspense workflow alone saved us from hiring another bookkeeper—clients respond faster when the system follows up automatically."
Sarah C., CPA, CA Managing Partner at a Vancouver Accounting Firm

Common Questions

Does it integrate with TaxCycle and ProFile?

Yes. Export T1 personal returns and T2 corporate financials directly to both platforms. GIFI codes and slip data pre-mapped.

Can we use our own Chart of Accounts?

Absolutely. Import your firm's custom COA and the AI learns your categorization patterns.

How does the suspense workflow contact clients?

You choose: automated text messages, email, or both. Clients receive a secure link to upload receipts.

Is there an on-premises option?

Yes. For firms requiring client data to stay on their servers, we offer full local installation.

Your Next Tax Season, Automated

See how Resolve handles T1 slips and T2 bookkeeping in minutes—not hours.

Ready to reclaim your team's time?

Process your first client free—or book a quick walkthrough with our team.