Tax Intelligence
CSL Flow
Turn client conversations into actionable tax intelligence.
CSL Flow helps tax professionals structure information from client conversations, identify relevant facts, assess obligations and risks, prepare follow-up questions and produce actionable professional outputs.
The starting point
Complex tax matters often begin with unstructured information.
Conversations, notes, documents, cross-border situations and incomplete answers need to become usable facts before meaningful tax analysis can begin.
Scattered information
The elements of a matter arrive through different channels: conversations, notes and documents.
Missing questions
Incomplete answers leave points to clarify before the work can move forward.
Time-consuming analysis and reporting
Structuring the facts, then producing the analysis and the outputs, takes time.
Workflow
From client conversation to structured case.
- Client conversation
- Transcription
- Structured facts
- Tax analysis
- Obligations and risks
- Follow-up questions
- Summary
- Pricing and proposal
Capabilities
Turn conversations into usable facts.
CSL Flow helps extract and organize relevant information from client interactions, giving professionals a structured foundation for further analysis.
- Transcription
- Fact identification
- Structuring
- Separating what is relevant
- Case context
Surface obligations, risks and points requiring review.
Using structured facts, CSL Flow helps organize the analysis of a case and identify potential obligations, risks and information requiring professional validation.
- Professional analysis
- Potential obligations
- Risk assessment
- Follow-up questions
- Contradictions to review
- Missing information to clarify
Move from analysis to professional outputs.
The workflow can produce the elements needed to progress the matter, from professional summaries to pricing and client proposals.
- Summary
- Analysis
- Client matter history and tracking
- Pricing
- Quote
- Proposal
- Generation of client proposals in DOCX format
Technology
Evolving toward agentic tax workflows.
CSL Flow combines a structured domain engine, tested tax scenarios and specialized evaluation mechanisms. Its development is progressively moving toward agentic orchestration, where specialized components can contribute to fact analysis, obligations, risks, source verification and missing-information detection while keeping the tax professional in control.
Today
Structured domain engine
Facts, rules and evaluations organized around specialized tax workflows.
Today
Tested tax scenarios
Domain scenarios, paraphrases and adversarial cases used to strengthen the robustness of the engine.
Today
Source-grounded evaluation
Analysis can be supported by official tax sources and verification mechanisms.
Product direction
Progressive agentic orchestration
The architecture is evolving toward cooperation between specialized components across different stages of a client matter.
- Client conversation
- Structured facts
- Tax evaluation
- Source verification
- Risk & obligations
- Missing information
- Professional outputs
- Human validation
Professional control
Built to assist professionals, not replace them.
CSL Flow provides structure, analysis and decision-support information intended to be reviewed and validated by the professional responsible for the matter.
Use cases
Designed for tax matters where context matters.
- US taxation
- Canadian taxation
- Quebec taxation
- Canada–US cross-border matters
- Expatriation
- Cases involving multiple filing obligations
Interfaces
A workflow built around the client matter.
See CSL Flow in a real-world workflow.
Tell us about your practice and discover how CSL Flow can support your firm's workflow.