From a crumpled receipt to the right line on your return.
Six steps, one example. Follow Priya, a Toronto data analyst who works from home and runs a small design studio on the side, through her 2026 tax year.
01/027 APPROVED - THANK YOU


Animated prototype. Priya is example data.
Snap it, forward it, or text it in.
Take a photo in the app, forward the email to your private address, text a photo on WhatsApp or SMS, or share a PDF from any app. It works offline too and syncs when you’re back.
- Forward to priya@in.useclaimwise.com
- WhatsApp or text +1 (647) 555-0142
- Long receipts? Shoot it in parts and we stitch the pages



Tilly reads it and shows her work.
Claimwise pulls out the merchant, date, subtotal, tax and payment method, then maps the expense to a tax line using this year’s rule pack. Every suggestion says which rule it used.
- Card numbers are masked on the image; we keep only the last 4 digits
- Low-confidence fields are highlighted, never guessed silently
- Rule packs are reviewed by a tax professional each year
01/027 APPROVED - THANK YOU


Confirm in seconds, or fix in one tap.
If it looks right, tap once. If something’s off, tap the field and change it. Tilly learns your vendors, so next month’s Rogers bill files itself.
- Our target: a median under 10 seconds from photo to result
- Duplicates are caught before they count twice
- Vendor rules for the bills you get every month



The home office path, step by step.
A guided path checks if you qualify, measures your work space, requests the T2200 from your employer and allocates every bill to the T777, including the parts people usually miss.
- Eligibility check: 50%+ from home for 4 consecutive weeks
- Your employer signs the T2200 by Docusign, no printer needed
- Quebec employees also get the TP-64.3-V



Two minutes every Sunday.
A weekly digest shows what came in and what needs a look. Clear it and your streak grows. Skip a week and nothing’s lost.
- Priya’s streak: 9 weeks
- One free pass a month for busy weeks
- Badges like Sunday Sorter, shareable without amounts by default



A tax-ready package for your accountant.
When the meter hits 100%, Claimwise builds a package: a summary PDF with every receipt image, a CSV for tax software, and line totals for the T777, T2125 or GST/HST return. Send it, or give your accountant scoped access you can revoke in one tap.
- Shared with Asha Mehta, Hollis & Mehta CPA
- Also syncs to QuickBooks and Xero for business plans
- We don’t file for you, and we don’t give tax advice





What Claimwise won’t do.
We’d rather be clear than clever.
File your return
We export to tax software and accountants. Filing stays with you.
Give tax advice
We organize and calculate. You or your accountant decide.
Move your money
Bank connections are read-only. Always.
Ask for your SIN
We never collect it. Your accountant adds it when filing.
Ready to try it on a real receipt?
Join the waitlist. On launch day, snap the next receipt in your wallet and watch it land on the right line.



