The Partner's Hour on a T2 or 1120 Review?
Cut to 90 Seconds!
The manual review process is a bottleneck. It consumes your most valuable resource—senior-level expertise—on repetitive, low-value tasks. FirstPass automates the initial, intensive review, providing a clear, actionable starting point and freeing your experts to apply their strategic judgment where it matters most.
How First Pass Tax Works
Instantly Flag Key Issues & Discrepancies
Our AI acts as a tireless junior analyst, meticulously cross-referencing documents, verifying calculations, and flagging inconsistencies. From mathematical errors on tax schedules to missed accelerated depreciation, FirstPass provides the critical first-pass analysis needed to focus your review.
Go Beyond Errors. Uncover Potential Opportunities
FirstPass is trained to look for more than just mistakes. Our strategic analysis is designed to flag potential planning opportunities—like the availability of a tax-free capital dividend (CDA) or risks that require deeper discussion, such as shareholder loans or Accumulated Earnings Tax.
Empower Your Team. Focus Your Experts
Our clear, actionable "Reviewer's Notes" provide a perfect starting point for your team's workflow. It turns the initial review into a powerful coaching tool for junior staff and allows partners and senior managers to focus their valuable time on final verification and high-level strategic advice.
IMPORTANT NOTICE: First Pass Tax provides an automated validation and error check. It is not a substitute for professional tax advice. Always consult with a qualified tax professional for complex matters.
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