Planning calculations built around questions clients actually ask. Each result becomes a client-ready section in a letter or email, not just a number on screen.
Cash or securities in-kind, personally or corporately.
ViewIncorporation DecisionIncorporate or stay a proprietor: this year's tax and the deferral.
ViewIntergenerational Business TransferWalk the family-sale conditions; see what qualifying is worth.
ViewPost-MortemPipeline planning compared with a subsection 164(6) loss carryback.
ViewQSBC / LCGEThe sale-time and 24-month asset tests for QSBC share status.
ViewSafe IncomeSafe income on an intercorporate dividend.
ViewSalary / Dividend MixBlend salary and dividends to a target.
ViewSalary vs DividendSalary versus dividends, after tax.
ViewShare vs Asset SaleA share sale and an asset sale, side by side.
ViewTax on a sale or disposition, with the LCGE.
ViewCPP / OASStart-age timing and the OAS clawback.
ViewEstate Tax on DeathDeemed disposition, one or both spouses.
ViewQFFP DispositionTax on the disposition of qualified farm or fishing property, including the capital gains deduction and AMT implications.
ViewRDTOH RecoveryRefundable tax recovered on dividends.
ViewRRIF WithdrawalMinimum-only versus accelerated withdrawals, with the OAS clawback.
ViewSuspended DividendPart IV tax and the rules for releasing a suspended dividend.
ViewA spreadsheet gives you a number. CodaraFlow takes the same number and writes the client-ready section around it: your firm’s explanation, the computation tables, and the notes that apply, exported as an editable Word document or handed to an email.
Each calculation maps to something a client asks every week.
Reviewed wording, not a preparer’s ad-lib.
The working is laid out and the right statutory notes fire automatically.
Editable Word on your letterhead. No proprietary format.
A working demo account to run any calculation and export what it produces.
Computed from the numbers you enter, assembled from your firm’s wording. Never AI-generated.
Editable Word documents on your letterhead. Monthly pricing, no long-term contracts.