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. Every result is a planning estimate for a qualified practitioner to review; Renshi CodaraFlow does not give tax advice.
The arithmetic is rarely where the time goes. It goes into working around a calculator that was limited by design and rarely updated to meet legislative changes, and turning the result into something the client can read. Those are the hours that overrun the fee, and they are the firm’s own to recover; the client’s timeline is unchanged.
A second owner, a reserve running across years, minimum tax beside regular tax, a dividend through a chain of corporations: each is handled inside the calculation it belongs to.
Brackets, corporate rates, credits and payroll constants are the firm’s own, held in one place and used by all sixteen. Finalizing a project captures the rates in force, so a later change never alters a letter already sent.
How This Was Calculated opens beside every result, so a second pass checks the path rather than reconstructing it.
The tables, the notes that apply and the firm’s wording assemble while the figures go in, so turning a number into a client document is not a separate piece of work.
Each result is written into an advisory letter built from the firm’s reviewed sections.
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 capital gains deduction.
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.