A clearer client experience.
Clients start in the relevant portal, with a structured questionnaire and collection checklist.
Less time reconstructing.
More time advising.
Give clients a connected portal experience and your team a clearer starting point. JAN AI is building contextual assistants and specialist agents to organize information and prepare evidence-linked work for professional review.
Limited beta · Access by invitation
JAN AIYour workspace
ONE PLACE TO BEGIN
2026Personal Tax
Tax year2026
Collection progress3 / 5
Your next steps
Personal questionnaireComplete
Income slipsTo gather
Supporting documentsTo gather
The right context. The next step.
English & FrenchPersonal & business contextHuman judgment at the centre
MADE FOR THE WORK IN FRONT OF YOU
AI-assisted tax preparation for Canadian accounting firms.
Repeated requests, scattered documents and missing context slow a file down. JAN AI’s direction brings client intake, contextual assistance and preparation together so your team can focus on exceptions and judgment.
Preparation with a trail.
Planned agents connect findings and drafts to document evidence and relevant tax sources.
Professional control stays with you.
Your team resolves conflicts and reviews professional outputs before release.
YOUR DEDICATED ASSISTANT Planned
Contextual assistance for each assigned case.
The portal assistant is designed to keep client questions connected to the right case. Client-visible explanations and your team’s protected professional work remain separate, with access determined by assignment and role.
HOW IT COMES TOGETHER
A place for every step.
A simple structure for the information, questions and preparation that matter.
- 01
Connect the client
Invite the client to the assigned personal or business case.
- 02
Prepare with shared context
The intended assistant experience uses relevant answers and records to support focused agent work.
- 03
Review with the evidence
Inspect findings, assumptions and open questions before making professional decisions.
BUILT WITH INTENTION
Useful assistance.
Human responsibility.
We are building toward document-aware, source-backed assistance. Your accountant’s judgment stays part of the process.
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 our whole firm join today?
The beta is limited and broader firm onboarding is not open yet. Join the waitlist to express interest.
Is this a replacement for our tax software?
No. The initial focus is intake and preparation organization, not replacing professional filing software.
How can JAN AI support client onboarding and document collection?
Invite clients to their assigned cases, gather questionnaire answers and organize requested records with a checklist. The planned AI preparation layer builds on that context, with supporting evidence and missing information kept visible for your firm.
THE NEXT CHAPTER
A little clarity goes a long way.
Be part of what comes next. Join the waitlist for JAN AI updates and future access.