Delegate focused tasks.
Choose specialist support for preparation, tax opportunities, cash flow checks and books cleanup from an evolving agent catalog.
Delegate the busywork.
Make room for better decisions.
JAN AI is being built for small and medium businesses and smaller accounting firms. Bring records together, delegate tax and finance preparation to specialized agents, and review the work with its evidence in one workspace.
Limited beta · Access by invitation
CONNECTED TO YOUR PORTAL
Your questionnaireDocument evidenceOfficial tax sources
JAN AI Assistant
One point of contact. Relevant case context.
Documents
Research
Preparation
Evidence attached. Ready for human review.
English & FrenchPersonal & business contextHuman judgment at the centre
MADE FOR THE WORK IN FRONT OF YOU
An AI tax and finance platform for Canadian teams.
The same records can support document preparation, tax research and financial insight. Connected workflows carry that context forward, so your team can focus on the findings instead of rebuilding the picture.
Keep work moving.
Collect the records, delegate preparation and review the results with sources and open questions attached.
Know what needs attention.
Document facts and source-backed explanations help your team see missing information, exceptions and potential opportunities.
YOUR DEDICATED ASSISTANT Planned
Your portal brings the context together.
JAN Tax Portal is the starting point for client documents, questionnaires and next steps. Its planned dedicated assistant helps you navigate the relevant case context and identify specialist support, while your team chooses the work and controls approval.
SPECIALIZED AI AGENTS Planned
A focused task.
A useful handoff.
Choose specialist support for the preparation your workflow needs. The dedicated assistant connects relevant case context; each agent returns evidence and open questions for your team to inspect.
Agent concept
Document Extraction Agent
Turn document contents into structured facts, keeping a link to the original evidence and flagging uncertain readings.
INPUTReceipts, invoices and tax slipsDRAFT OUTPUTDocument facts + source references
Agent concept
Tax Research Agent
Find relevant official guidance using the case context, with citations and assumptions for professional review.
INPUTA question + relevant case factsDRAFT OUTPUTCited explanation + assumptions
Agent concept
Client Follow-up Agent
Prepare a focused request for missing records or clarification. Your team reviews the draft before it is sent.
INPUTMissing information + open questionsDRAFT OUTPUTA follow-up draft for review
Agent concept
Workpaper Prep Agent
Bring findings, supporting records and unresolved questions into a preparation package for your team.
INPUTDocument facts + research + questionsDRAFT OUTPUTA source-linked preparation draft
Evidence travels with the work. People make the final decisions.
HOW IT COMES TOGETHER
Collect. Delegate. Review.
Bring the records together, delegate the preparation, and review the results. Your agents carry the context forward, helping your team avoid repeating work.
- 01
Collect
Bring the relevant documents, answers and business details into one place. Original records stay connected to the facts.
- 02
Delegate
Choose specialist agents for the preparation your workflow needs, with relevant context and supporting sources carried forward.
- 03
Review
Inspect findings, evidence and open questions together. Your team decides what is approved and delivered.
BUILT WITH INTENTION
AI prepares.
Your team decides.
Get help with the preparation without handing over important decisions. Your team reviews the evidence, resolves open questions, and approves what goes out.
Extraction and AI assistance are planned, not available in the current beta. Testing uses fictional information only.
A FEW THINGS TO KNOW
Clarity, before you begin.
Can I start using JAN AI today?
Access is limited to invited beta testers. Join the waitlist for updates about future access.
Does JAN AI replace my accountant?
No. JAN AI is being built to support tax preparation and collaboration. Professional judgment and final decisions remain with people.
Is JAN AI a tax filing platform or a preparation workspace?
JAN AI focuses on organizing tax and finance preparation: portals, intake and planned AI assistance with evidence for review. It does not currently calculate or file returns, replace professional filing software or offer live accounting integrations.
THE NEXT CHAPTER
Delegate the busywork. Get time back.
Be part of what comes next. Join the waitlist for JAN AI updates and future access.