Client emails, advisory letters and reorganization step letters built from explanations your firm has approved, so a different preparer doesn't mean a different answer.
Every letter and email your firm sends is a worked-out answer. Scattered across CaseWare folders and network drives, it's almost no use to the next person with the same question. With CodaraFlow, your team can keep the explanation from any letter or email, old or new, in the firm library, where everyone can find it.
Starting from last year's letter for another client means editing until it fits, and hoping nothing from that client stays in.
Whoever prepares it, the explanation starts from the one the firm approved.
Reviewers spend less time on explanations the firm already approved, and more on what's specific to each client.
Built-in Canadian tax calculations put the result straight into the letter.
The AI Assistant fills in the client file's details from the documents it's given, for your team to check.
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.
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