Services
We re-engineer tax workflows and build the systems to run them using the technology available to your team. Delivery includes the documentation, practical training, and support your people need to put the changes into use and take ownership.
Work directly with Kyle Bunnell, a former Head of Tax who built a corporate tax department and most of its processes. More about Kyle →
Part of the engagement
Start with the tax process you need to improve. We agree the scope, how the work fits together, who is involved, and the requirements for changing it.
We redesign the workflow and build with the people who do the work. Usable results at agreed milestones let your team test the approach as the project develops.
We check results, exceptions, controls, and handovers across the workflow. The team helps test how it runs in practice, and we work through what needs to change.
We document the systems, teach your team how to run and maintain them, and stay involved as people put the new workflow into use.
Start with the workflow you want to improve. Send a message and we'll discuss the work and what it would involve.
Time and capacity
Model the manual work within a workflow, then see how the time adds up across the year. Adjust the reduction to reflect what you think can be automated.
Example: 1 person, 20 hours each month, CAD $60 per hour, and a 75% reduction in manual time. Enable JavaScript to adjust these inputs.
Your team's manual work each month
15 hours freed up each month
180
estimated hours back for your team each year
22.5
8-hour working days of capacity per year
$10,800
annual value of that staff time (CAD)
The dollar figure values time returned to the team. It is not a payroll saving or a net return after project costs.
People × hours per person × assumed reduction gives the time freed up in each period. The annual estimate uses 52 weeks, 12 months, 4 quarters, or 1 year. Working days use 8 hours. Staff-time value uses the hourly rate entered.
The starting figures are an illustrative scenario, not an industry benchmark. The $60 hourly rate uses a $120,000 salary and 2,000 annual hours; it excludes benefits and overhead until you adjust it.
[VERIFY] planning assumption
[VERIFY] confirm the default assumptions reflect your engagement experience.
We also look at switching between files and tasks, repeated checking, and the effort of maintaining the process. This estimate does not put a dollar value on those.
FAQ
We design around your existing systems and approved tools. Where a change would help, we agree it with you, along with any access, licensing, or IT requirements, before the work begins.
Where practical, we build and test with synthetic data. When real data is needed, we agree how it will be handled before work starts. Our AI tools use paid plans with model-training disabled. Read how we handle data.
The cost depends on the scope of the workflow, the systems involved, and the support your team needs. A first conversation is free. We use it to understand what needs to change, then propose a scope that covers delivery and team enablement.
We agree milestones that produce usable results within the wider project, so your team can assess the work as it develops. Timing depends on the scope, systems, access, and testing required. The case studies show what changed in specific projects.
Your team takes ownership of the systems and the way of working. Documentation, practical training, and support through adoption are part of the engagement. We work with the people who use it as they learn to run, review, maintain, and adapt what we build.
Yes. If your team needs specific controls, a signed NDA or data processing agreement, tool restrictions, access logging, or review by your IT group, raise it in the first conversation and we design the engagement around it.
Our independent partner, OMNI Accounting & Tax, handles SR&ED financial costing and technical writing.
Describe the workflow, the systems involved, and what your team needs to be able to do. We can discuss how to get there.
