Cloisa drafts the coordinated Canada–US tax file. Your tax professional approves it.

• If you run the practice

  Every coordinated file carries hours of slip-matching, credit sequencing and PFIC checks before any judgment happens. Cloisa hands that work to you drafted and cited, so the same professionals take more files, keep the clients you refer away today, and lose fewer evenings to filing season. The fee stays yours. The judgment stays yours. The signature stays yours.

• If you share files with a US correspondent

  Many Canadian practices send the US side of a file to a correspondent firm, and a large share of the fee goes with it. When the draft arrives already cited and checked under both codes, the correspondent's role shrinks from redoing the work to confirming it, and more of each file stays home.

• If you are the client

  Your return is still prepared and signed by your own licensed professional. What changes: the work moves faster, every figure is traceable to the exact document it came from, and your SIN, SSN and account numbers never leave your firm. If someone prepares a coordinated Canada–US return for you, send them this page.

1. Read

   Cloisa reads the client's slips, statements and prior returns from both countries: T4s, T5s and T3s on the Canadian side, W-2s and 1099s on the US side, plus the account statements behind them.

2. Map

   Each figure is placed where it belongs on the T1 and the 1040, and traced to the exact page it came from. A reviewer can always see the source next to the number.

3. Reconcile

   Each figure is checked for its treatment under both tax codes and the treaty. The draft explains what it did and cites the authority, so the reviewer checks a position, not a guess.

4. Approve

   The professional who signs the return works through a review queue, field by field, and commits each one. Anything below the confidence line is asked about, not guessed at. Nothing is committed by the AI.

The result: a draft coordinated file with every figure linked to the document it came from, ready for the firm's own review and sign-off.

• Not consumer tax software

  Cloisa is built for licensed tax professionals and the firms they work in: CPAs, and in the US, enrolled agents, the IRS-licensed tax practitioners. It is not for filers doing their own returns.

• Not a research chatbot

  The output is a drafted file with citations, not an answer to a question. Research tools exist; the drafting work is what stays manual today.

• It does not file

  Nothing goes to the CRA or the IRS from Cloisa. The tax professional reviews and signs; the firm files. Always.