Generate a professional, branded T1 document checklist in seconds. Send it before tax season starts and watch the documents roll in — on time.
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It's March. Your inbox is full of "Sorry, I forgot!" emails. Sound familiar?
Clients forget what documents they need. You send reminder after reminder, and still get incomplete packages.
Clients genuinely don't know what's missing. They need a clear, complete list — not assumptions.
Next week becomes next month. Deadlines get tight. You're working late because documents arrived late.
A professional checklist tells clients exactly what they need — no guessing, no back-and-forth.
Upload your firm logo. The checklist looks like it came from your practice management software.
Self-employed? Rental income? Medical expenses? Toggle sections on/off based on each client's situation.
Generate a PDF to email, or print for clients who prefer paper. Works both ways.
No credit card. No trial period. No limits. Just a useful tool for Canadian CPAs.
Getting documents is step one. But you're still spending hours on data entry — extracting T-slips, categorizing receipts, keying numbers into your tax software.
Resolve automates all of that. AI extracts, categorizes, and exports — in seconds.
Learn How It WorksJoin thousands of Canadian CPAs who use our free checklist generator every tax season.