Step 01
Import or add the files
Bulk CSV for a firm, or manual entry, up to 50 files for an organization.
Preparing the file
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Preparing the file
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Choose the path that matches your work. Each one has its own offer, proof, and entry point.
Accounting firm: paid tiers · Organization: free, capped · Choose in 30 seconds
Manage dozens of client files, analyze eligibility across the portfolio, and bill for your expertise.
Typical portfolio after an import: 4 files, amounts not yet analyzed.
* 25/100/unlimited caps are the confirmed target state (entitlement to be aligned with firm.tier — see lib/pricing-tiers.ts, amounts indicative).
Serve more families and newcomers. No billing, no commitment.
No self-serve path exists for this track. A request goes through manual validation, never a direct account-creation button.
34 542 $
Estimated amount per typical family when a file has not been fully analyzed, combining federal, provincial and territorial programs. Based on the 2025-2026 CCB schedules: Canada.ca
The method belowBulk CSV for a firm, or manual entry, up to 50 files for an organization.
Éligibilité calculée sur les barèmes officiels datés, par client et à l'échelle du portefeuille.
Results with amounts, « needs review » flags, PDF/CSV export per client or per portfolio.
Same engine, same schedules. Only the file source differs: CSV import or manual entry.
Community organization
Free, after manual validation. No card, no commitment.
Request organization access »Indicative information only — not tax advice. Amounts shown are estimates computed on the public schedules in effect, 2025-2026 edition. Only the issuing agencies can confirm eligibility and the applicable amount.