Canadian Tax Reality, Simplified
BNA+ automates corporate complexity so you can focus on what really matters: advising and closing your sales.
Increased Efficiency
Reduce the time spent preparing your business analyses by 70% thanks to full calculation automation.
Tax Accuracy
Precise management of CDA, PUC, and RDTOH for corporations, trusts, and partnerships.
Visual Impact
Present professional PDF reports that break down complex needs into striking images for your clients.
A Glimpse of Your Future Workspace
A modern, sleek interface designed specifically for rapid corporate data entry.
(Click on images to enlarge)
A Clear and Interactive Financial Statement
Instantly visualize the company's financial health. Our system intelligently separates assets and liabilities while calculating corporate net worth in real-time.
Automatically generated charts / Integrated deferred tax calculations
Advanced Share Capital Management
No more headaches with complex structures. Add your stakeholders, assign voting and participating percentages, and BNA+ generates the corporate architecture.
Automatic creation of the organizational chart / Instant breakdown and calculation of share values / Tracking of reorganization and freeze dates
Projections & Net Needs
Identify actual shortfalls by taking into account existing protections. Project growth to anticipate the company's future needs.
Calculation of Life and Critical Illness needs / Growth projections over 5, 10, and 15 years / Analysis of the shareholders' agreement
Des recommandations sur mesure
Take advantage of an integrated library of professional strategies to formulate relevant, quick advice and generate a flawless PDF report.
Library of pre-written texts / Tracking of objectives and provided documentation / Printing of a comprehensive PDF report for your clients
Uncompromising Depth of Analysis
Leave no gray areas. BNA+ comprehensively evaluates all the financial vulnerabilities of the business.
Impact of Tax at Death
Accurate evaluation of the projected capital gain based on the difference between the Adjusted Cost Base (ACB) and the Fair Market Value (FMV) of participating or freeze shares.
Shareholders' Agreements
Exact modeling of the liquidity needs required to honor buy-sell clauses (mandatory or optional) without depleting the company's working capital.
Critical Illness & Key Persons
Concrete costing of the impact of losing expertise: recruitment costs, training, replacement remuneration, and anticipated loss of revenue.
CDA Optimization
Automatic integration of the Capital Dividend Account (CDA) into your insurance strategies to plan completely tax-free corporate fund withdrawals.
A Flawless Deliverable for Your Clients
Leave nothing to chance. BNA+ transforms your analyses into a comprehensive, visual, and easy-to-understand PDF report. It's the perfect tool to support your recommendations and demonstrate your added value to entrepreneurs..
Visual summary of the corporate structure / Clear projections of financial needs / Integration of your professional recommendations
