Your team explains complex topics daily. CodaraFlow makes those explanations reusable.
Renshi CodaraFlow gives Canadian tax and accounting firms one place to save, find, and reuse the knowledge behind their emails, advisory letters, and step letters, and to turn it into consistent client-ready deliverables.
“Sally explained the Suspended Dividend rules in an email last week. Frank from another office needs the same explanation today. What if he could reuse her explanation?”
Your firm controls its own data and the deliverables. Monthly pricing. No long-term contracts.
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Top Questions
What Your Clients Receive
Client-ready deliverables (emails, letters) assembled from your firm's approved wording, with calculations and tables dropped in as finished sections.
An advisory question comes in; the answer is assembled from the firm's approved wording and a calculator's figures, then exports on your letterhead as an editable Word file.
A suite of built-in tax calculators, each a structured form that drafts its own finished section and can be added to any advisory letter, step letter, or draft email.
The most involved deliverable, a reorganization step letter, writes itself as the preparer enters the client's facts, then goes on to review.
Everything exports as a fully editable .docx file, on your letterhead. Save to a network drive or Caseware.
Why One Firm Library
Every explanation your team writes becomes a firm asset: searchable from every office, reusable in every deliverable, and still there when the person who wrote it moves on.
Brief high-level review of Renshi CodaraFlow.
Approved content that goes into client letters, and internal guidance that never does: two libraries, a click away from any letter, step, or email.
The manager who explained it best left last year. Global Search finds their explanation in seconds, and it goes straight into today's email.
For the Convinced
The questions firms ask once they're interested: how quality holds up, what setup takes, and what happens to everything you've already written.
Reviewer sign-offs track every late change, Validate sweeps the file, and Finalize shows exactly what still needs review.
One admin menu sets the firm up: the letterhead template, locked section wording, step presets with their section sets, users and roles, backups and the audit log.
Bring in what you've already written: upload a Word file, a text PDF, or a saved email, highlight the wording worth keeping, and save it to the library.
Capacity Without Hiring
Qualified tax staff are difficult to find, expensive to keep, and already stretched; every hour spent retyping explanations or hunting for old letters is paid capacity the firm cannot afford to waste. Renshi CodaraFlow compresses the time the firm controls, drafting, rework, review, and retrieval.
What's Inside Renshi CodaraFlow
- Structured Advisory Letter Drafting
- Draft Emails and Send in Your Mail Program
- Reusable Firm Knowledge and Guidance
- Guided Step Letters for Reorganizations
- Automated Pre-Export Validation
- Reviewer Sign-Off and Change Tracking
Trust and Control
You Own the Output and the Library
Every letter exports as a fully editable Word (.docx) file on your letterhead, and the captured library is private to your firm and exportable at any time. No proprietary formats, nothing trapped in the system.
Hosted Your Way
A managed instance run for your firm in Canada, or self-hosted with full source code behind your own firewall. Both billed monthly.
See the security overview for the controls built into the software and what each hosting model means for your data.
Frequently Asked Questions
Below: the questions a tax partner, manager, reviewer, preparer, or IT lead is likely to ask. The library is comprehensive on purpose. Skim it before reaching out and most of your evaluation is done.
Ready When You Are
See how Renshi CodaraFlow fits your firm's existing drafting and review process.
Want a "test drive"? Fill in the Request Demo Access details below for access within 24 hours.
You'll be able to create a project and add content to test the full program.