Armada provides an agent‑ready infrastructure for Canadian T1 tax workflows, integrating with existing EFILE software or offering a full end‑to‑end solution that includes AFR, T183, and electronic filing.
Funding
Funding not disclosed
Founders
Product
Problem
Canadian tax firms must manually collect and organize client‑provided documents—PDFs, receipts, spreadsheets, and emails—into a structured T1 tax file, a process that is time‑consuming, error‑prone, and difficult to integrate with existing EFILE software.
Solution
Armada offers an agent‑ready platform that serves as a structured backend for Canadian T1 tax workflows. AI agents can ingest client documents, interpret their contents, and map the extracted data to the appropriate tax sections and fields defined by the CRA. The platform validates entries against required field types, allowed values, and business rules, and flags items that need professional review. It also generates actionable follow‑up tasks for missing or inconsistent information and produces reviewer‑ready summaries and handoff packages for integration with legacy EFILE systems or for end‑to‑end filing through Armada’s own EFILE mode. Professionals retain final approval, ensuring compliance while reducing manual data entry.
Target Audience
Armada is aimed at Canadian tax preparation firms and accounting practices that use EFILE software and want to automate data collection while maintaining professional oversight.
Features
- API‑driven tax file schema exposing sections, required fields, validation rules, and review states for AI agents
- Document ingestion pipeline that supports PDFs, scanned slips, photos, spreadsheets, email attachments, and free‑form notes
- Automated creation of structured tax records (e.g., T4, donation, self‑employment/T2125) with source references and validation status
- Task management system that converts data gaps or inconsistencies into tracked follow‑up actions
- Reviewer‑ready summary generation showing document indexes, record changes, validation warnings, and pending tasks
- Compatibility layer for existing EFILE software, providing export packages of structured data and document indexes
- Full EFILE certification enabling direct electronic filing to the CRA through Armada’s filing mode