interVal Personal Tax

Upload historical T1s, CRA Assessments, and NOAs and the platform immediately extracts, labels, and structures every relevant figure — transforming scattered documents into an organized, multi-year asset without manual effort.

From there, income sources, deductions, and credits are formatted into a strategic framework built for advisor-client conversations, so you can move beyond standard tax summaries and tell the story behind the numbers.

The platform then synthesizes data points across multiple schedules to surface advanced wealth planning opportunities — including strategic income splitting, optimal capital gains positioning, and missed opportunities from prior years — while tracking shifts in income composition and marginal tax rate trajectories over time.

The result: advisors shift from historical reviewers to forward-looking navigators, anticipating future tax liabilities before they occur.

**See What’s Inside Your Clients’ Returns.
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