Firms pay to store documents and hope their people will search them. With CodaraFlow, your team keeps the answers inside those documents, where everyone can find them.
Newsletters, rule updates, staff emails, the firm manual. Each one was written to be used, and most are read once. Six months later, the answer is somewhere in a folder or an inbox, under everything that came after it.
The concepts clients ask about every year don't change much. Your firm's explanation of them shouldn't have to be researched and rewritten each time.
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.
The firm's guidance, without digging through folders or asking a partner.
Your team starts from an explanation the firm approved, not a blank page.
What someone knew is still there after they move on.
Whenever your firm runs a review, the AI Assistant checks your approved explanations against current sources and proposes updates. A partner approves every change.
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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