A clearer client experience.
Clients start in the relevant portal, with a structured questionnaire and collection checklist.
Prepare with context.
Review with confidence.
JAN AI is being built to help Canadian CPA firms carry client records, open questions and supporting evidence from intake into professional review. Specialized AI tax agents are planned to assist with preparation while your firm retains responsibility for its conclusions.
Limited beta · Access by invitation
PLANNED AGENT WORKFLOW
Connect the client
Invite the client to the assigned personal or business case.
Prepare with shared context
The intended assistant experience uses relevant answers and records to support focused agent work.
Review with the evidence
Inspect findings, assumptions and open questions before making professional decisions.
Illustrative workflow
English & FrenchPersonal & business contextHuman judgment at the centre
MADE FOR THE WORK IN FRONT OF YOU
A clearer preparation handoff for CPA teams.
Reviewers need to understand where a figure came from and what still needs an answer. Our planned workflows keep source records, assumptions and unresolved items connected, so preparers and reviewers can work from the same context.
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.
Does JAN AI make professional judgments or certify compliance?
No. Planned agent outputs are preparation aids for your firm to review. They do not replace CPA judgment, professional obligations, engagement procedures or filing software.
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.