Tax
Tax season is a collection problem.
Your team knows how to prepare a T1 or T2. The bottleneck isn't the tax work — it's chasing clients for T4s, RL-1s, investment statements, and receipts. Coalesc collects and organizes everything before the return is opened.
The collection problem
Every tax season, the same pattern repeats: the firm sends a document request list, the client sends half of what's needed, the firm follows up, the client sends a few more items, and the cycle continues for weeks. A single T1 might need 8 to 15 documents — T4s, T5s, RL-1s, RRSP receipts, medical expenses, charitable donations, rental income statements. Multiply that by 200 clients and your staff is spending more time collecting than preparing returns.
What Coalesc handles
Smart questionnaire
A conversational intake questionnaire that adapts based on the client's answers. It asks only what's relevant and generates the document checklist automatically — no more generic PDFs sent to every client.
Automated checklist
Based on the client's profile and prior-year data, Coalesc generates the exact list of documents needed. T4, T5, RL-1, RRSP contribution receipts, medical expenses — nothing is missed.
Email-first collection
Clients send their tax documents the way they already do — by email. Coalesc classifies each document, matches it to the checklist, and tracks what's still missing.
Targeted follow-ups
Instead of "please send your documents," Coalesc sends specific reminders: "We're still missing your T4 from Employer X and your RRSP contribution receipt." Clients respond faster to specific asks.
How a tax file gets prepared
Questionnaire sent
The client receives a simple questionnaire — life changes, new income sources, deductions to claim.
Checklist generated
Based on answers and prior-year data, Coalesc builds the exact document list for this client.
Documents arrive
T4s, RL-1s, and receipts arrive by email. Each one is classified and matched to the checklist automatically.
Missing items flagged
Specific follow-ups go out for each missing document. No more generic reminder emails.
Return-ready
All documents collected and organized. The tax preparer opens a complete file on day one.
Works with your existing tools
Coalesc collects the documents. Your tax software handles the return.
“Documents manquants, tu dragues 2-3 semaines, puis tu perds le contexte.”
Common questions
See what preparation looks like.
Upload a bank statement or a bundled PDF. See what happens in 30 seconds.