Kantia Fiscal
From first contact with the client to data entry in your tax software.
Kantia Fiscal is designed for accounting firms: a portal in your firm’s image to collect data and documents, with continuous file tracking, fees calculated by your rules and, if you wish, upfront payment. A CRM to handle each file from start to finish. An AI that audits the file, drafts requests to the client and reads the slips; your accountant approves and validates, then a robot enters the data into your tax software. Kantia Fiscal transmits nothing to the tax authorities: the firm stays in control.
StatusIn development
Tax season is won or lost on collection and data entry.
Every season, documents arrive by email, as photos, in several batches, and something is always missing. Clients call to ask where their file stands, fees are worked out by hand and collected late, then every slip is read and retyped into the tax software. It is long, it is repetitive, and it is where errors are born.
Kantia Fiscal is designed to hold that whole journey in one system, on Power Platform: a portal in the firm’s image for collection and tracking, a CRM for the team, AI where it is needed, and a robot that enters into your tax software what the CPA has validated. The firm finalizes its returns in its own software, as it does today.
Who it is for
- Documents arrive by email, as photos, in several batches, and something is always missing.
- Your clients do not know where their file stands: they call, they chase.
- Fees are worked out by hand, billed at the end and collected late.
- In season, every slip is read, then retyped into the tax software.
Designed to
Portal in the firm’s image
Give your clients a portal at your address and in your colors, in French and in English.
Guided collection
Guide the client step by step: household, questionnaire, documents, then handing the file to the firm; each expected document has its place.
Continuous file tracking
Show the client each stage of their file, from draft to completed, with the firm’s messages and requests in the same place.
Fees and upfront payment
Calculate fees by your rules, with a simulator that shows the fees before they apply; if you wish, ask for payment before processing, on the firm’s Stripe account.
CRM and work queues
Give your team a dashboard, work queues that classify each file, a workspace per file, and roles.
An AI chain, where it is needed
Audit the file, draft requests to the client, read the slips (T4 and RL-1 without AI), classify self-employment and rental receipts on the lines of forms T2125 and T776; always with the client’s consent.
Validation by the CPA
Have the CPA approve each request, each line and the whole file; each correction is kept and versioned, and approval covers a sealed snapshot of the file.
Entry by a robot into your tax software
Let a robot enter the approved data into your desktop tax software, instead of retyping it.
Intended benefits
No more retyping slips
What we aim for: no slip retyped by hand into the tax software.
Less chasing
What we aim for: a client who sees what is missing and where their file stands, without calling the firm.
Paid before the work
What we aim for: fees known from the start and settled before processing, if the firm wishes.
The principle
The client hands in their file
In the portal, guided at each step: household, questionnaire, documents; they then follow their file in the same place.
The AI prepares, the CPA decides
The AI audits the file, reads the slips and drafts the requests; the CPA approves each request, confirms each line and validates the file.
A robot enters, the firm finishes
A robot enters the approved data into your tax software; the firm finalizes the return there, as it does today.
Our design choices
The CPA approves everything
The AI drafts and reads; the CPA approves each request to the client, confirms each line and validates the file.
Your tax software stays yours
Kantia Fiscal transmits nothing to the tax authorities: the firm stays in control, and finalizes its returns in its own software.
A record of every decision
Each correction is kept and versioned, and approval covers a sealed snapshot of the file.
Frequently asked questions
- Does Kantia Fiscal replace our tax software?
- No. Kantia Fiscal is not tax software: it prepares the file with your team, and the return is finished in your software.
- Does Kantia Fiscal enter data into our tax software?
- That is what it is designed for: a robot enters the data approved by the CPA into your desktop tax software. Before it goes live, we qualify that robot with your firm’s software.
- Does Kantia Fiscal send returns to the authorities?
- No. Kantia Fiscal transmits nothing to the tax authorities: the firm stays in control. Nothing goes to the Canada Revenue Agency or to Revenu Québec.
- Do requests to the client go out on their own?
- No. The AI drafts the request when a document is missing or an anomaly appears; the CPA reads it, approves it and sends it in the portal.
- Where does the data go?
- The file’s documents and data are kept in Dataverse, on Power Platform. The AI reads nothing without the client’s consent, and before we start we tell you which AI model reads what.
- Can we take part in the first trials?
- Write to us: we are looking for pilot firms for the 2027 season.
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