interVal Personal Tax automatically surfaces planning opportunities hidden in clients’ tax documents. Transforming hours of manual review into minutes of meaningful insight
interVal, a leading software provider for Wealth Firms, Accounting Firms and Financial Institutions with automated insights for SMB clients, today announced the launch of interVal Personal Tax — a new product that automatically extracts, analyzes, and surfaces planning opportunities from clients’ personal tax documents, including T1 General returns, Notices of Assessment (NOAs), and CRA Assessments.
For Canadian wealth advisors, a client’s annual tax return is one of the most information-rich documents they handle, and one of the least leveraged. Manually reviewing T1s for RRSP and TFSA room, income splitting opportunities, capital gains positioning, and year-over-year trends takes hours per client. Most of those insights never make it into the client conversation.
interVal Personal Tax changes that. Advisors simply upload a client’s tax documents and the platform immediately extracts every relevant figure, identifying multi-year trends, and generates pointed, advisor-focused planning recommendations — all in minutes.
Key features of interVal Personal Tax include:
- Zero-Effort Data Ingestion: Upload historical T1s, CRA Assessments, and NOAs. The platform automatically extracts, labels, and structures every relevant figure - instantly transforming scattered raw documents into an organized, multi-year asset.
- Dynamic Return Architecture: Moves beyond standard tax summaries by formatting income sources, deductions, and credits into a strategic framework built specifically for advisor-client conversations, allowing you to tell the story behind the numbers.
- Proactive Wealth Optimization: Instead of focusing on easily found contribution limits solely, the platform synthesizes data points across multiple schedules to surface advanced wealth planning opportunities, including strategic income splitting, optimal capital gains positioning, and missed opportunities from prior years.
- Multi-Year Trend Forecasting: Tracks shifts in income composition and marginal tax rate trajectories over time. This shifts the advisor's role from a historical reviewer to a forward-looking navigator, predicting future tax liabilities before they occur.
- Executive Client Briefings: An AI-synthesized, plain-language narrative of a client’s unique financial moving parts. This gives advisors a comprehensive, meeting-ready briefing in under five minutes, ensuring every client touchpoint feels highly personalized and high-value.
- Total Cost Reporting Advantage: Built specifically for TCR requirements. By translating complex tax returns into clear, ongoing wealth-preservation strategies, the platform provides the tangible, defensible evidence advisors need to confidently show a holistic approach that goes far beyond money management.
“Advisors have always known that a client’s tax return holds a year’s worth of planning conversations, the problem has always been getting to those insights before the meeting ends. interVal Personal Tax puts that intelligence in advisors’ hands in minutes, not hours, so they can walk into every review with the context they need to prove their value and deepen the relationship,” says Trevor Greenway, Co-Founder & CEO at interVal.
Designed for the sensitivity of the documents advisors handle every day, security is foundational to the product. interVal Personal Tax is built on SOC 2 Type 2-compliant infrastructure, with enterprise-grade encryption, annual audits, and comprehensive data protection protocols.
interVal Personal Tax is a continuation in interVal’s mission to empower advisors with actionable insights, helping them guide their clients toward long-term success.
To learn more about how interVal is designed to save time, enhance decision-making capabilities, and provide actionable insights for Wealth Management Firms, Accounting Firms, and Financial Institutions, visit www.inter-val.ai/personal-tax.
