Stop Losing Billable Hours to Spreadsheets.
Six purpose-built Canadian engines — EstateVision™, ReorgSuite™, BIA Resolve™, JurisRoute US/CA™, CovenantPro™, and PortfolioIQ™ — plus DocScan AI™ for intelligent document extraction. Covering estate planning, corporate restructuring, insolvency, cross-border tax, legal drafting, portfolio management, and AI-powered document scanning. Accurate, bilingual, and 2026-ready.
Sound familiar?
Spreadsheet errors cost you credibility
A single formula mistake in a complex estate calculation can expose you to liability and damage client trust.
CRA rules changed — again
Keeping up with bare trust Schedule 15 reporting obligations, EIFEL interest deductibility rules, and evolving CRA administrative positions is a full-time job.
Client deliverables consume billable capacity
Manually assembling probate fee estimates, post-mortem pipeline analysis, and multi-scenario comparisons consumes time that should be applied to higher-value advisory work.
EstateVision™
Provincial estate & probate across 13 jurisdictions
Convert complex probate, 21-year rule, and GRE calculations into animated KPI cards, trust flow diagrams, and donut charts.
ReorgSuite™
s.85/86/87, estate freeze, butterfly & safe income
Section 85/86/87 rollovers, estate freeze, CDA tracking, Pipeline vs. 164(6) post-mortem planning, and real-time AAII monitoring.
BIA Resolve™
Consumer proposals, liquidation & creditor priority
Full BIA insolvency modeling with creditor waterfalls and OSB Directive 11R2 surplus income tracking.
PortfolioIQ™
ACB tracking, rebalancing & portfolio tax reporting
ACB tracking, crypto lot tracking, portfolio performance (XIRR, TWR), rebalancing planner with tax-impact simulation.
JurisRoute™
US-Canada departure tax, treaties & FAPI
Departure tax, FAPI, QDOT trust structures, and treaty withholding for cross-border US-Canada files.
CovenantPro™
Automated trust deed & will generation
Automated Trust Deed and Will Generation for National/Regional firms with white-label PDF reports.
DocScan AI™
AI extraction from T3s, T4s, NOAs & brokerage PDFs
Upload a T3, T4, T1, NOA, brokerage statement, or trust deed. DocScan AI™ extracts every value and auto-fills calculator fields.
Built for every specialist on your team
Estate & Tax Lawyers
- EstateVision™ — Animated trust flow diagrams & KPI client reports
- CovenantPro™ — Automated Trust Deed & Will Generation (National+)
- ReorgSuite™ — Pipeline vs. 164(6) Post-Mortem Planning
- Provincial Probate for all 13 jurisdictions
- JurisRoute US/CA™ — Cross-Border US Situs & QDOT Trusts
Tax Accountants & CPAs
- T3 Trust Tax — flat 33% / GRE graduated rates
- SBD Grindshield™ — AAII tracker, passive income grind & AMT exposure check (ITA s.127.5)
- ReorgSuite™ — Section 85 Rollover, T2057 summary & CDA tracking
- Capital Gains Inclusion Rate — 50% operative rate analysis (ITA s.38)
- Loss Carryback & Terminal Return Optimizer
Financial Advisors & Planners
- EstateVision™ — Visual trust scenarios for client approvals
- PortfolioIQ™ — ACB tracking, rebalancing & portfolio performance
- JurisRoute US/CA™ — Cross-border estate & departure tax modeling
- RRSP/RRIF Meltdown & Drawdown Optimizer
- Henson Trust — ODSP/disability benefit modeling
From client file to deliverable in minutes
Open the calculator
Choose from 100+ specialized tools organized by practice area.
Input or scan
Enter figures manually or upload a tax document — OCR fills the fields for you.
Deliver the result
Export a print-ready PDF or CSV, or share a visual client story with animated charts.
100+ Calculators Across Every Practice Area
Covering every stage of the trust & estate lifecycle — from planning and administration to insolvency, M&A, and family law.
EstateVision™ — Trust & Estate Planning
- Provincial Estate — probate fees for all 13 provinces & territories
- Estate Liquidity — cash needs vs. liquid assets; insurance & sale solutions
- Spousal Trust — rollover rules, attribution, and 21‑year deemed disposition
- Alter Ego Trust — 65+ rollover, probate avoidance, and beneficiary modeling
- Henson Trust — disability trust preserving ODSP / disability benefit eligibility
- Charitable Remainder Trust — split-receipting and residual interest valuation
- 21‑Year Rule — deemed disposition tax and growth projection
- GRE Timeline — 36‑month window, third‑party contributions, graduated rate savings
- CRA Trust Tax (T3) — flat 33 % / GRE graduated rate with provincial breakdown
- Trust Residency — central management & control analysis under ITA s. 2
- Trustee Compensation — quantum meruit and percentage-of-assets benchmarks
- Bare Trust — Schedule 15 beneficial ownership; de minimis filing exemptions
ReorgSuite™ + SBD Grindshield™ — Corporate & Tax
- TOSI — split-income analysis: reasonableness test, excluded shares, age exceptions
- Alternative Minimum Tax — ITA s.127.5 rate, adjusted taxable income (ATI), and exposure modeling
- Pipeline vs. 164(6) — post‑mortem planning for owner‑manager private shares
- SIFT Trust — specified investment flow‑through tax under Part XII.2
- Capital Gains — LCGE, principal residence exemption, federal & provincial
- Capital Gains Inclusion Rate — 50% operative rate, LCGE interaction, and disposition modeling (ITA s.38)
- ACB Tracker — adjusted cost base with return‑of‑capital adjustments
- Income vs. Capital — trust distribution characterization for beneficiaries
- FMV & Foreign Tax Credit — fair market value benchmarks and treaty credit relief
- Loss Carryback & Tracker — optimize terminal and trust returns under ITA s. 164(6)
Real Estate
- Land Transfer Tax — provincial LTT / deed transfer tax, City of Toronto MLTT, and first-time home buyer rebates
- Rental Property Tracker — ITA s.13(1)/s.20(16) — ACB, UCC, recapture, terminal loss, and capital gain on disposal
- Property Flip Classifier — ITA s.12(12) — assess flip risk for short holds; compare income vs. capital gain tax cost
- Principal Residence Exemption — ITA s.40(2)(b) — PRE ratio, taxable capital gain, and s.12(12) flip flag
Acquisitions & M&A
- Share vs. Asset Purchase — side‑by‑side vendor after‑tax proceeds under each deal structure
- Section 85 Rollover — elected amount bounds, PUC adjustment, ACB of shares, T2057 summary
- Estate Freeze — ITA s. 86 share exchange, freeze vs. partial freeze NPV, LCGE crystallization
- Purchase Price Allocation — CCA class recapture, terminal loss, and goodwill gain modeling
- Capital Dividend Account — CDA balance tracking and optimal s. 83(2) election modeling
- Vendor Tax Cost Model — LCGE claim, s. 40 reserve schedule, and AMT exposure check
- Bump Transaction Planner — s. 88(1)(d) cost bump pool allocation on subsidiary wind-up
- Loss Utilization on AOC — s. 111(5) NCL and capital loss restrictions after acquisition of control
- Earn-Out Structuring — income vs. capital characterization and look-back election eligibility
- Holdco Acquisition Analysis — Part IV tax, RDTOH refund, and acquisition debt interest netting
- Non-Arm’s Length Share Transfer — s. 84.1 deemed dividend, PUC reduction, and GAAR risk flag
- Distressed Asset Acquisition — PPSA creditor waterfall, BIA s. 65.13 vesting order, CCA projection
JurisRoute US/CA™ — International & Cross-Border
- Departure Tax — ITA s.128.1(4) — deemed disposition on emigration; excluded vs. taxable properties
- Foreign Affiliate FAPI — ITA s.91/s.95 — FAPI inclusion, FATR deduction, and net Canadian tax
- Thin Capitalization — ITA s.18(4) — 1.5:1 debt-to-equity limit; disallowed interest; Part XIII deemed dividend
- Treaty Benefits — statutory vs. treaty withholding rates on dividends, interest, and royalties
- Cross-Border Estate — US situs assets, §2056A QDOT trusts, Canada–US treaty prorated unified credit
Retirement & Succession
- CPP/OAS Timing — optimize start age by life expectancy; after-tax lifetime benefit comparison
- RRSP/RRIF Optimizer — project RRSP balance, first-year RRIF withdrawal, tax savings, and OAS clawback risk
- TFSA vs. RRSP — after-tax future value comparison; break-even retirement marginal tax rate
- Pension Income Splitting — ITA s.60.03 — iterate 0–50 % split to minimize combined spousal tax; T1032 transfer
BIA Resolve™ — Insolvency & Restructuring
- Surplus Income — OSB Directive 11R2 monthly calculations with standard of living thresholds
- Consumer Proposal — minimum viable proposals vs. bankruptcy dividend comparison
- Creditor Priority — BIA scenario modeling by creditor class and asset realization
- Corporate Liquidation — asset realization vs. secured and preferred claims waterfall
Charitable Giving
- Gift of Appreciated Securities — ITA s.38(a.1) — 0 % inclusion: donate listed securities directly vs. sell-then-donate
- DAF vs. Private Foundation — admin costs, disbursement quota, and projected value comparison
- CRT Optimization — ITA s.118.1(5.2) — donation receipt, income stream, and net benefit analysis
- Ecological Gift — ITA s.38(a.2) — 0 % inclusion on gifts of ecologically sensitive land; ECCC certification
Disability & Special Needs
- RDSP Projection — project CDSG/CDSB grants and RDSP balance to age 60; holdback rule
- Henson Trust Structuring — optimize Henson trust funding for ODSP/AISH exemption and sustainability
- ODSP/AISH Asset Compliance — check countable assets vs. ODSP/AISH/BC PWD limits; remediation strategies
Family Law & Divorce
- Net Family Property — Ontario FLA s.5 — NFP equalization calculation and equalization payment
- Pension Division — DB/DC/RRSP/RRIF pension division on marriage breakdown; ITA s.146(16) rollover
- Spousal Support After-Tax — ITA s.60(b)/s.56(1)(b) — after-tax cost/receipt of periodic spousal support
Corporate Tax
- Small Business Deduction — ITA s.125 — SBD rate, business limit, passive income grind, federal & provincial tax
- AAII Tracker — ITA s.125(5.1) — adjusted aggregate investment income and SBD business limit reduction
- GRIP / LRIP Tracker — ITA s.89(1) — eligible vs. ineligible dividend designation balances
- RDTOH Calculator — ITA s.129 — eligible and non-eligible RDTOH and dividend refund
- Part IV Tax — ITA s.186 — tax on portfolio and connected-corporation dividends
- Integration Optimizer — salary vs. dividend vs. mix remuneration for total after-tax optimization
- Shareholder Loan — ITA s.15(2)/s.80.4 — deemed income inclusion and prescribed-rate interest benefit
- Safe Income on Hand — ITA s.55(2) — per-share safe income to assess s.55(2) recharacterization risk
- Section 86 Exchange & Section 87 Amalgamation — reorganization deemed dividends, ACB, PUC, loss streaming
- EIFEL — ITA s.18.2 — allowed vs. disallowed interest under the 30%/40% ATI limit
- Part XIII Withholding & Associated Corporations — non-resident withholding and s.256(1) association tests
- Director Liability & Underused Housing Tax — s.227.1/ETA s.323 exposure and UHT filing obligations
PortfolioIQ™ — Asset & Portfolio Management
- Portfolio Dashboard — consolidated holdings, market value, ACB, and unrealized P&L across all accounts
- Import Transactions — upload broker CSV files (Questrade and more) to populate the holdings ledger
- Portfolio Performance — XIRR, time-weighted return, volatility, attribution, and benchmark-relative analysis
- Rebalance Planner — target-allocation trade lists with tax-impact simulation across accounts
DocScan AI™ — Client Workflow & Compliance
- DocScan AI™ — AI extracts T3, T4, T1, NOA, brokerage statements & trust deeds into calculator fields
- Financial Snapshot — scanned values persist on the client profile and pre‑fill future calculations
- Visual Client Stories — animated KPI cards, donut charts, area charts, and trust flow diagrams
- Client Management — profiles linked to saved scenarios, sticky notes, and compliance uploads
- Digital Asset Vault — AES‑256 encrypted storage for credentials and sensitive documents
- Team Portal — role‑based access and shared workspaces for multi‑advisor practices
- PDF & CSV Exports — print‑ready reports for every calculator and client scenario
Built for the way Canadian tax professionals actually work.
AWS ca-central-1 · PIPEDA
Data hosted in Montreal (AWS ca-central-1) with Calgary backups. PIPEDA-compliant. Meets Law Society data-residency guidelines.
Always Current
Updated for every Federal Budget, CRA interpretation bulletin, and OSB directive change — parameters and citations reviewed each filing season.
Bilingual by Design
Not an afterthought — every page, every calculator, and every report is available in both official languages.
No Lock-In
Full data export (CSV + PDF) at any time. Your data remains under your control.
One platform. Four tiers. Zero forced minimums.
From independent specialists to national firms — TrustMetric scales with your practice.
Associate
Core calculators, EstateVision™ entry tools, base DocScan AI, 2 AI Copilot sessions/month.
Professional Solo
Full engine power for independent specialists. Choose 1 Advanced Engine. 5 AI Copilot sessions/month.
Firm Plan
Shared matter workflows, team portals, admin controls. Min 2 seats. 5 AI sessions/seat/month.
Enterprise
National & regional multi-office firms. Montreal data residency, B2B2C portals, custom SLA.
AI Copilot — Included. Metered. No Surprises.
Every plan includes a monthly AI Copilot session allowance. Run out? Pay a transparent $4.99 per session — or add a Booster to eliminate meter anxiety entirely.
PortfolioIQ™ — Portfolio Intelligence Built for Tax Professionals
Track ACB, model rebalancing, monitor crypto lots, and export tax-ready portfolio reports — all inside TrustMetric.
- ACB Tracker — adjusted cost base per security with ROC adjustments
- Security ACB workflow
- Rebalancing Planner — target-allocation trade lists with tax-impact simulation
- Crypto Lot Tracker — FIFO/ACB per coin with market price integration
- Portfolio Performance (XIRR, Time-Weighted Return)
- Holdings Snapshot & reporting
- Dividend Tracker
- Alternatives Tracker (private equity, real estate, capital calls)
- Bond Amortization
- Portfolio Tax Export
ReorgSuite™ — A Comprehensive Canadian Corporate Restructuring Engine
Purpose-built for M&A lawyers, corporate counsel, and insolvency trustees.
- Section 85/86/87 rollovers with elected amount bounds and T2057 summaries
- Estate freeze — s.86 share exchange, freeze vs. partial freeze NPV
- Butterfly transaction planner
- Safe income on hand tracker (s.55(2) recharacterization risk)
- SBD Grindshield™ — AAII tracker and passive income grind
- Pipeline vs. 164(6) post-mortem planning
- CDA & AAII tracking
- BIA insolvency suite (add-on)
CovenantPro™ — Automated Legal Document Compiler
Bilingual, peer-reviewed Trust Deeds, provincial Powers of Attorney, and Last Wills — generated in minutes.
- Automated Trust Deed generation — bilingual EN/FR with provincial jurisdiction selection
- Provincial Powers of Attorney — compliant with all 13 provinces & territories
- Last Will & Testament compiler with testamentary trust clauses
- White-label PDF output with your firm's branding and compliance disclaimers
- Peer-reviewed templates maintained for current federal and provincial legislative requirements
JurisRoute™ — Navigate US-Canada Tax Complexity with Confidence
Comprehensive tools for cross-border tax practitioners and international tax groups.
- ITA s.128.1(4) departure tax — deemed disposition on emigration
- Treaty benefits analyzer — statutory vs. convention rates
- Foreign affiliate FAPI calculator (ITA s.91/s.95)
- EIFEL — allowed vs. disallowed interest under the 30%/40% ATI limit
- Thin capitalization rules (ITA s.18(4))
- Part XIII withholding & non-resident analysis
- Cross-border estate — §2056A QDOT trusts, prorated unified credit
- Foreign tax credit optimizer
Your next client file deserves better than a spreadsheet.
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