Organize the handoff.
The planned workflow would bring requested company records and explanations together for review.
Company records, connected.
A clearer start for your advisor.
JAN AI’s intended audience includes corporations that want a more organized handoff between their internal team and tax advisor. Planned workflows would bring company records, questions and supporting evidence into one preparation context.
Limited beta · Access by invitation
PLANNED AGENT WORKFLOW
Define the scope
Confirm the company, period and preparation requirements with your advisor.
Assemble the records
The intended workflow would gather requested statements, schedules and explanations.
Review the handoff
Resolve open questions before your advisor continues the professional tax work.
Illustrative workflow
English & FrenchPersonal & business contextHuman judgment at the centre
MADE FOR THE WORK IN FRONT OF YOU
Less reconstruction before corporate tax preparation.
Financial statements, supporting schedules and explanations often arrive from different people. The intended workspace would help your team assemble the context before an advisor reviews it. Corporation-specific intake, calculations and filing are not available in the current beta.
Keep questions connected.
Link follow-up questions to the document or reporting period they concern.
Support advisor review.
Specialized agents are intended to prepare evidence-linked drafts; your professionals decide how to use them.
YOUR DEDICATED ASSISTANT Planned
Company context with controlled access.
The planned assistant would use the relevant, permitted company records to support preparation. This audience page does not introduce a live corporate tax service.
HOW IT COMES TOGETHER
A place for every step.
A simple structure for the information, questions and preparation that matter.
- 01
Define the scope
Confirm the company, period and preparation requirements with your advisor.
- 02
Assemble the records
The intended workflow would gather requested statements, schedules and explanations.
- 03
Review the handoff
Resolve open questions before your advisor continues the professional tax work.
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 JAN AI prepare or file a corporate return today?
No. Corporate return preparation, calculations and filing are not available in the current beta.
Is this replacing our finance team or advisor?
No. The intended role is to organize information and assist preparation, with people reviewing the work and making decisions.
How can our company participate?
Join the waitlist to share your interest. Corporation-specific workflows and broader access remain future work.
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.