You’re the partner, preparer, and reviewer. CodaraFlow lets you reuse your own reviewed explanations and calculations, so every client answer starts with work you’ve already done.
A real client answer, built from work the practice already did.
National firms have decades of precedent and specialists to draw on. You have your own past work, scattered across folders and old files.
The salary-versus-dividends question. The sale-of-the-business question. Answered again from memory every time a client asks.
Every hour spent rewriting an explanation or rebuilding a calculation is an hour unavailable for another client.
Getting to a good draft is no longer what separates you from a national firm. Having an organized body of reviewed work to draw on still is.
For a small practice, recreated work is not a line item. It is the ceiling on how many clients you can serve well.
Enter the client’s numbers, reuse the explanation you have already written and reviewed, and produce a client-ready email or letter. It works from your first project. Every answer you create makes the next one faster.
Built-in calculations back the advice, not a guess from memory.
Emails and letters built from your reviewed wording, not typed fresh each time.
The same answer, whether you write it today or in six months.
Add more workflows and calculations as your client base grows.
Every clip is the actual app. No mock screens, no animation.
Everything exports as a fully editable Word document on your letterhead or opens in your own email program.
A working demo account. Add your own wording, run a calculation, and export a client-ready deliverable.
Approved wording comes in from wherever you found it. Client data never goes out. Everything is computed from the numbers you enter and assembled from your approved wording.
Editable Word documents on your letterhead. Monthly pricing, no long-term contracts.