CodaraFlow doesn’t add another silo to manage. It fits the way a tax and accounting practice already works: start from the firm’s reviewed work, enter the client’s facts, review, and export.
An admin adds users and roles and sets your letterhead. Library Intake imports the explanations and wording you already have from Word documents, PDFs and emails, so you start from your real work, not an empty system.
Your firm creates the knowledge daily, and most of it is written in a browser: an AI answer, a CRA page, an email being drafted. Highlight the wording, right-click, and Add to CodaraFlow files it in the firm’s library with its formatting intact. A capture from anyone without approval rights waits in the approval queue instead of going live.
A new client email, advisory letter, step letter or tax calculation starts from the firm’s approved content, not a blank page. The right explanation and structure are already in place.
As you enter the facts and run the built-in calculations, the deliverable assembles itself: the tables, the figures, and the statutory notes that apply to this client.
R1 and R2 review every step, section and register. Late changes are caught before the document goes out, and the review history stays with the file.
Export a fully editable Word document on your firm’s letterhead, ready for filing or delivery, or hand an email off to your own mail program.
Each project starts from the firm’s reviewed work and adds to it, so the value compounds. The answer you write today becomes the next client’s starting point, and it stays with the firm after the person who wrote it moves on. AI creates individual productivity. CodaraFlow creates organizational productivity.
The next file starts from the firm’s version, not a blank page.
Everyone works from the same approved wording and calculations.
Still there, still usable, after turnover.
Assembled from the facts you enter and your firm’s approved wording, never AI-generated.
Every clip is the actual app.
A working demo account to run the complete workflow on a real file and export the finished document.
Everything is computed from the facts you enter and assembled from your firm’s approved wording.
Editable Word documents on your letterhead. Monthly pricing, no long-term contracts.