Your firm receives tax updates and newsletters, and writes client emails and letters daily. That knowledge gets scattered across network drives, CaseWare folders and sent mail, often where only one person can find it. Your team wastes time searching, researching, rewriting answers and reviewing them again.
CodaraFlow gives your firm one place to keep and approve that knowledge, so everyone can find and reuse it directly in new client emails and letters.
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Tax updates, newsletters, emails on how to apply a new rule. Each one lands in a folder or an inbox. Six months later, it's under everything that came after it.
Clients ask about the same things every year, like the principal residence exemption or salary versus dividends. Each time, someone writes the explanation from scratch, and a reviewer checks it again.
I spent thirteen years in tax at national firms. I've been the preparer hunting for answers the firm had already approved, and the reviewer checking them all over again.
Tax guidance and client answers your whole team can find and use directly in new client emails and letters. Your reviewers spend less time checking explanations the firm already approved, and more time on what's specific to each client.
Asking the partner who remembers
With CodaraFlowFinding the firm's answer yourself
Rewriting last year's explanation
With CodaraFlowStarting the next client email or letter with an approved explanation
Knowledge that leaves when people leave
With CodaraFlowKnowledge that stays with the firm
Every firm has someone people go to for answers. At one firm, it was a colleague who kept those answers in their head, and when they left, the answers left too. I wasn't much better. Years of newsletters, manuals and notes went into a personal folder on a network drive. The bigger it got, the harder it was even for me to find anything, and when I moved on, nobody else knew to look there.
Keep the answers inside your documents, not just the documents.
Start each client email or letter with an explanation your firm has approved.
Help with the slow parts of the work, under rules your firm sets.
Your clients get more consistent, firm-approved explanations, and your firm can take on
more client work with the team you already have.
Our founder walks you through CodaraFlow and answers your questions as you go.
Your firm's own system and database, never combined with another firm's.
Cancel anytime. Your knowledge stays yours.
A live walkthrough with our founder on a video call, at a time that suits you.
See Available TimesNeed to include other stakeholders? Add them as guests to the calendar appointment once booked.