Tax preparation
Organize source documents and prepare the information your team needs for the return.
NEW For Accounting Firms
Start at review.
Coalesc executes repeatable accounting work for tax, compilation and year-end engagements. From preparing client information to reconciling figures against supporting evidence, Coalesc does the work so accountants can review, decide and approve.
Book a conversationThe work between receiving documents and reviewing a file adds up.
Organizing information is only the beginning. Your team still has to compare balances, check supporting documents, investigate differences and prepare the work for review. As the firm grows, that effort grows with it.
Q2 Compliance Report
Sales invoices Q2.pdf
2.4 MB
Purchase invoices Q2.pdf
3.1 MB
Bank statement April.pdf
0.8 MB
Bank statement May.pdf
0.9 MB
Bank statement June.pdf
0.8 MB
Riverside Supply
Invoice #2889
Date
Dec 12, 2026
Bill To
Northwind Ltd.
Description
Amount
Equipment
$205,000
Trial Balance
Accounts receivable
$86,200
Inventory
$50,900
Equipment
$210,000
Accounts payable
$102,800
Equipment
$210,000
Difference Found
Trial balance
$210,000
Supporting document
$205,000
Difference
$5,000
Difference
$5,000
Ready For Review
Reconciliation prepared
Supporting document attached
Working with 
Canadian accounting firms
Nader El-Masri CPA Inc.
The productPrepared work. Supporting evidence.
Prepared work. Supporting evidence.
Exceptions to review.
Coalesc structures client information, reconciles figures against supporting documents and surfaces discrepancies for review. Your team can inspect the work, understand what needs attention and apply its judgment.
All client records connected
Trial Balance
Bring the client’s trial balance into Coalesc, with account balances organized and ready to reconcile.
Supporting Documents
Connect invoices, receipts, and other supporting documents to the balances they support.
Reconciliation
Compare balances against supporting evidence, confirming matched amounts and flagging unexplained differences.
Accountant Review
Review the supporting evidence, investigate the difference, and determine how it should be resolved.
All client records connected
Supporting Documents
Connect invoices, receipts, and other supporting documents to the balances they support.
Reconciliation
Compare balances against supporting evidence, confirming matched amounts and flagging unexplained differences.
Accountant Review
Review the supporting evidence, investigate the difference, and determine how it should be resolved.
Trial Balance
Bring the client’s trial balance into Coalesc, with account balances organized and ready to reconcile.
Bank Statement
scan_002.pdf
Ready
34 Documents Organized
Supporting document
Trial Balance
26 Aug
Accounts receivable
$86,200
Inventory
$50,900
Equipment
$210,000
Accounts payable
$102,800
Equipment
$210,000
Bank Statement
scan_002.pdf
Ready
34 Documents Organized
Supporting document
Trial Balance
26 Aug
Accounts receivable
$86,200
Inventory
$50,900
Equipment
$210,000
Accounts payable
$102,800
Equipment
$210,000
Account Reconciliation
All Accounts
This Period
Trial Balance
$210,000
Supporting Evidence
$205,000
Invoice #2889
18 Sept 2026
Date
Dec 12, 2026
Bill To
Northwind Ltd.
Description
Amount
Trial balance
$210,000
Supporting document
$205,000
Difference
$5,000
Matched Amount
Trial Balance
Supporting Evidence
Difference Found
$5,000
Ready For Review
Reconciliation prepared
Supporting document attached
Ready For Review
Reconciliation prepared
Supporting document attached
Account Reconciliation
All Accounts
This Period
Trial Balance
$210,000
Supporting Evidence
$205,000
Invoice #2889
18 Sept 2026
Date
Dec 12, 2026
Bill To
Northwind Ltd.
Description
Amount
Trial balance
$210,000
Supporting document
$205,000
Difference
$5,000
Matched Amount
Trial Balance
Supporting Evidence
Difference Found
$5,000
Compare balances
All Accounts
7 Aug - 14 Aug 2026
This Week
Accrued expenses
$96,100
12 items
Fixed assets
$24,800
6 items
Accounts Payable
$11,740
2 items
Difference found
Supporting document ready
Supporting document ready
Supporting document ready
Matched amount
All Accounts
This Period
$5,000
All document
Invoice #2889
Dec 12, 2026
SESteven Edward
JMClient
Compare balances
All Accounts
7 Aug - 14 Aug 2026
This Week
Accrued expenses
$96,100
12 items
Fixed assets
$24,800
6 items
Accounts Payable
$11,740
2 items
Supporting document ready
Supporting document ready
Supporting document ready
Difference found
Matched amount
All Accounts
This Period
$5,000
All document
Invoice #2889
Dec 12, 2026
SE
Steven Edward
Client
JM
Built for tax, compilation and year-end work.
Compilation
Reconcile trial balance figures with supporting evidence and flag differences for review.
Year-end
Prepare supporting schedules and reconciliation work so accountants can focus on exceptions and judgment.
The visionWe’re turning accounting
We’re turning accounting
work into software.
Coalesc executes the repeatable work. Accountants review, decide and approve. We’re starting with tax, compilation and year-end engagements.
What would you put
Coalesc to work on?
Let’s explore where your team could start at review instead of preparation.
Book a conversation