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.
Everything You Need From Every Return.
Upload historical T1s, CRA Assessments, and NOAs and the platform immediately extracts, labels, and structures every relevant figure — transforming scattered documents into an organized, multi-year asset without manual effort.
From there, income sources, deductions, and credits are formatted into a strategic framework built for advisor-client conversations, so you can move beyond standard tax summaries and tell the story behind the numbers.
The platform then 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 — while tracking shifts in income composition and marginal tax rate trajectories over time.
The result: advisors shift from historical reviewers to forward-looking navigators, anticipating future tax liabilities before they occur.
See What's Inside Your Clients' Returns.
Advisor-Ready.
Client-Impressive.
Compliance-Confident.
An AI-synthesized, plain-language narrative of each client's unique financial picture gives advisors a comprehensive, meeting-ready briefing in under five minutes — ensuring every touchpoint feels personalized and high-value.
For advisors navigating Total Cost Reporting requirements, the platform translates complex tax returns into clear, ongoing wealth-preservation strategies, providing the tangible, defensible evidence needed to demonstrate a holistic approach that goes well beyond money management.
Turn Every Return Into Your Next Conversation.
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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
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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
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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