taxbeacon
Product roadmap

Built for tax research today.
Expanding into tax workflow tomorrow.

TaxBeacon AI begins with Canadian federal income tax research: questions, authorities, risk, confidence, and memo-ready output. The roadmap expands that same evidence-first experience into the surrounding work CPAs do every day.

Phase 1·Near-term
Q3 2026

Everyday drafting and explanation tools

Focused tools for the smaller tax tasks that still take time: explaining provisions, drafting client notes, and preparing first-pass responses.

ITA Plain-Language Explainer

Quickly explain provisions like s.55(2), s.84.1, or s.110.6 in clear language, with common traps and related concepts.

Engagement Letter Generator

Draft Canadian CPA-style engagement letters with practical scope, billing, responsibility, and limitation language.

CRA Notice Response Drafter

Prepare a structured first response to CRA notices, audit requests, and reassessments using the facts available.

Client-Ready Summary

Convert a technical research memo into a short, plain-language client explanation for review or discussion.

Phase 2·3–9 months
Q4 2026 – Q1 2027

More coverage for Canadian practices

Expand research coverage into the areas practitioners ask about most often beyond federal income tax.

GST/HST Research

Research GST/HST issues using the Excise Tax Act, CRA memoranda, administrative guidance, and relevant case law.

Provincial Tax Coverage

Support common provincial tax questions, starting with Ontario, British Columbia, Quebec, and Alberta.

Document Upload & Return Review

Attach T1s, T2s, CRA letters, or client documents so research starts from the real file, not a blank prompt.

CRA Updates & Case Monitoring

Monitor saved matters and flag changes in legislation, CRA guidance, or case law that may affect prior research.

Phase 3·9–18 months
Q2–Q4 2027

From research tool to firm workspace

Help firms organize, compare, monitor, and reuse tax research across matters and team members.

Scenario Comparison

Compare planning options side by side with assumptions, advantages, risks, and cited support.

Matter Monitoring

Track important positions over time and surface changes that may affect a client file.

Workflow Integrations

Send research outputs into the tools firms already use for documents, tasks, and client files.

Shared Firm Workspace

Manage shared matters, team research history, user roles, and firm-level billing from one workspace.

Roadmap timing is directional and may change based on user feedback, source availability, and quality standards.

Free plan available now

Try TaxBeacon AI with 10 free research queries per month. No credit card required.

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