Your Workflow.
Our Automation.
We don't hand you software and walk away. We learn how your firm works, configure around your process, and launch together—with a dedicated success partner by your side.
Clients in Progress
Receipt Received
Client uploaded receipt for $4,500 equipment purchase. GIFI updated.
90%+
Average time savings per client
Built for
Canadian accounting firms
98%
Transaction accuracy rate
Tax-Ready
Personal & corporate tax exports
Shoebox clients drain your firm's capacity
Every tax season, your team spends hours on data entry instead of addressing client needs. Missing receipts, unclear transactions, and manual categorization create bottlenecks that cost your firm money.
Shoebox Backlog
Clients dump bank statements and receipts on your desk. Your team spends hours manually entering transactions and chasing missing documentation.
Capacity Trap
Low-margin bookkeeping work prevents your firm can save time and address your client's needs.
Quality Risk
Manual data entry increases errors in GIFI codes, T1 slip matching, and ITC calculations—creating risk during reviews.
We Don't Just Sell Software.
We Launch It With You.
Every engagement starts with understanding how you work. No cookie-cutter setup. No "figure it out yourself."
Discover Your Workflow
We start with a 30-minute discovery call. No slides, no pitch—just questions about how your team actually works. Your intake process, your pain points, your software stack.
Configure to Fit
We build Resolve around your process—not the other way around. Your chart of accounts, your client categories, your review workflow. Everything configured before you touch it.
Launch Together
Go live with us by your side. We're there for your first batch of real clients—troubleshooting in real-time, answering questions, making adjustments on the fly.
Ongoing Partnership
Your dedicated success partner knows your firm by name. Need a tweak mid-season? Want to automate something new? We're a Slack message away—not a support ticket queue.
What We Automate For You
Personal taxes. Corporate financials. Configured around how your firm already works.
Smart Document Extraction
Drop T4s, T5s, RRSPs for personal tax—or bank statements for corporate books. AI reads every slip and maps data to the right lines automatically.
T4 - Employment Income
Box 14: $72,450.00 → Line 10100
T5 - Investment Income
Box 25: $1,240.00 → Line 12100
RRSP Contribution
Receipt: $6,500.00 → Line 20800
T5008 - Securities
Processing...
CRA Auto-fill Verification
Every slip is cross-checked against CRA Auto-fill data. Mismatches get flagged instantly—so you catch errors before the CRA does.
Auto-fill Comparison
Sarah Chen - 2025 T1
One-Click Export
Export directly to TaxCycle or ProFile. T1 slips map to CRA lines, T2 expenses map to GIFI codes. Zero re-entry. Zero errors.
Sarah Chen - 2025 T1
All slips verified • 0 issues
TaxCycle T1
Direct import format
ProFile T1
Intuit ProFile format
[ Capabilities ]
Built for Canadian Tax Professionals
99.2% Match Rate
90%+ Time Saved
Zero Double Entry
All Major Slips
TaxCycle + ProFile
CRA Compliant
VerifiedHow it works
From documents to tax-ready in three simple steps.
T4s, T5s, bank statements, receipts—just drop them in. We handle PDFs, scans, and direct bank feeds.
T1 slips map to CRA lines with Auto-fill verification. T2 expenses categorize to GIFI codes. Issues get flagged automatically.
Approve in seconds, resolve flags with one click, and export straight to TaxCycle or ProFile.
Your Data Never Leaves Your Control
Full on-premises installation available. Client data stays on your servers.
What firm partners say
"We've cut our time on shoebox clients by over 90%. The suspense workflow alone saved us from hiring another bookkeeper—clients respond faster when the system follows up automatically."
Common Questions
Does it integrate with TaxCycle and ProFile?
Yes. Export T1 personal returns and T2 corporate financials directly to both platforms. GIFI codes and slip data pre-mapped.
Can we use our own Chart of Accounts?
Absolutely. Import your firm's custom COA and the AI learns your categorization patterns.
How does the suspense workflow contact clients?
You choose: automated text messages, email, or both. Clients receive a secure link to upload receipts.
Is there an on-premises option?
Yes. For firms requiring client data to stay on their servers, we offer full local installation.
How long does implementation take?
Most firms are live in 2 weeks. We handle the configuration—you don't need IT resources or a "project team." Just a few calls with your dedicated success partner to map your workflow.
Do I need to change how my team works?
No. We configure Resolve around your existing process. If your team uses specific intake forms, client portals, or communication methods—we adapt to that, not the other way around.
What kind of ongoing support do we get?
Every firm gets a dedicated success partner who knows your setup by name. Need a tweak mid-season? Want to automate something new? We're a Slack message or call away—not a support ticket queue.
Your Workflow. Automated.
Most automation tools expect you to change. We do the opposite—we learn how you work and build around it.
Ready to See How It Fits Your Firm?
Every conversation starts with understanding your workflow—not a sales pitch.
We'll walk through your current process, show you exactly where automation fits, and give you an honest assessment of the time you'd save.