A clear starting point.
Use questionnaires and collection checklists to organize the information each assigned case needs.
Your practice. Your judgment.
More support for the preparation.
JAN AI is being built for individual tax preparers as well as accounting teams. Bring client answers, requested records and open questions into a connected workflow, with planned specialized AI tax agents supporting your preparation.
Limited beta · Access by invitation
PLANNED AGENT WORKFLOW
Gather the context
Start with the client’s answers and the records requested for their case.
Prepare the open items
Planned assistance would connect missing information and draft findings to the relevant evidence.
Review and follow up
Decide what to ask the client and what is ready for the next stage of your work.
Illustrative workflow
English & FrenchPersonal & business contextHuman judgment at the centre
MADE FOR THE WORK IN FRONT OF YOU
Tax preparation support for independent Canadian practitioners.
When you manage the client relationship and the preparation yourself, every repeated request takes time from review. JAN AI aims to keep the information and its supporting evidence together, so you can see what needs your attention.
Focused assistance.
Planned specialized agents would help prepare document summaries and identify questions for your review.
Your decisions stay yours.
Review draft findings and their sources before using them in client advice or professional tax software.
YOUR DEDICATED ASSISTANT Planned
An assistant for the case in front of you.
The planned dedicated portal assistant would work with the permitted case context and coordinate specialist preparation. You remain responsible for reviewing professional outputs.
HOW IT COMES TOGETHER
A place for every step.
A simple structure for the information, questions and preparation that matter.
- 01
Gather the context
Start with the client’s answers and the records requested for their case.
- 02
Prepare the open items
Planned assistance would connect missing information and draft findings to the relevant evidence.
- 03
Review and follow up
Decide what to ask the client and what is ready for the next stage of your 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.
Is this for solo preparers, not just firms?
Yes. Independent tax preparers are an intended audience, including practitioners who manage their own client intake and review.
Can I bring my clients into the beta now?
Access remains limited by invitation. Real client document processing and broad practitioner onboarding are not open; join the waitlist to express interest.
Does JAN AI file tax returns?
No. It is a preparation workspace in development, not a replacement for your filing software or professional judgment.
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.