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Supercharge Reviews With Client Tax Returns.

Your clients' T1s, NOAs, and CRA Assessments hold a year's worth of planning insight — but extracting it manually means hours per client. interVal Personal Tax does that work in minutes, surfacing the patterns, trends, and opportunities you need to plan your clients' next move.

Learn how other Wealth Management Firms are leveraging interVal Personal Tax.

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Built for Canadian wealth advisors who want to spot planning opportunities — automatically.

Personal Tax

 

Everything You Need From Every Return.

A clear, structured breakdown of each year's income sources, deductions, credits, and balances — formatted for advisor-client conversations. Paired with pointed, advisor-focused planning recommendations: TFSA and RRSP room, income splitting, capital gains positioning, and other wealth planning angles that turn every return into a reason to connect.

See What's Inside Your Clients' Returns.

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From Past Returns to Future Planning.

Track income composition, marginal tax rate, and key metrics across years — so you're always planning ahead, not just reviewing the past. Paired with an AI-generated, plain-language summary of what matters most this year, so you walk into every client meeting prepared in under five minutes.


Turn Every Return Into Your Next Conversation.

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Personal Tax 2

Turn Tax Documents Into Client Conversations — In Minutes

interVal is your Visibility Engine for uncovering needs earlier, moving faster, and delivering more value in every meeting.

IG Wealth Management National Bank Bakertilly NAPA Auto Parts Deloitte Woodgate White (3) mnp Q Wealth Canada Life
BrentAllen
interVal helped us bring business-owner conversations to life. It’s given our advisors the confidence to lead with insight, and that’s made all the difference.
Brent Allen, CFP, FMA, MBA | EVP Head of Sales & Distribution
IG Wealth Management
Jason Pereira (2)
With interVal, we finally have a tool to give clients a realistic understanding of the value of their business, and the KPIs to maximize their enterprise value and develop more realistic plans for their future.
Jason Pereira | Sr Partner & Financial Planner
Woodgate Financial
Vanessa Salvador
There's a reason why we're in this industry, wanting to work with small business owners and entrepreneurs. Their success is our success, and interVal is really helping us help them.
Vanessa Salvador CPA, CA, LPA | Partner
Tino-Gaetani & Carusi

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