Renshi Step & Advisory Letter Builder
Easy to Use, Fast Solution to Create More Accurate, Client-Ready Step and Advisory Letters
For Canadian tax and accounting firms that need a solution for their staffing issues or backlog of work.
A Solution for a Modern Firm
- Self-Hosted, Never Leaves Your Network
- Full Source Provided
- One Time Purchase, Not a Subscription
- Faster Preparation Time, Faster Review Time
- Result is Fully Editable Word Document
- Admin Access to Change/Extend
Demo Sign In
Create a project, choose the letter type, and your firm's standard sections are in place from the first click.
Add/reorder steps, add letter sections, enter data, and the letter builds itself.
Review steps, letter sections, easily make changes, mark a page as reviewed and it's locked in.
Built for Two Kinds of Letter
Corporate Reorganizations Step Letters
Drafting the letter in Word is inefficient, tedious, and error-prone. A structured solution can be faster, easier, and more accurate, producing a letter that is 100% customizable to your organizational needs.
Tax Advisory/Discussion Letters
Advisory letters often repeat the same content: answers to the same questions, where templated explanations make up the bulk of the letter with minor customization for a client's particular circumstance.
Before & After
The Old Way
Manually edit a Word document from a company template, or find a previously drafted letter and copy it. Time is wasted figuring out what to keep, what to change, and what to add. Content has to be changed by hand in multiple places.
The Renshi Way
A structured environment with controls for repetitive data entry, error-checking, and guidance for quick editing, plus firm-controlled content that is easily updated when needed. The Word document comes out exactly as expected, every time, and is still fully editable if necessary.
Key Benefits
More Engagements With the Same Staff
More efficient use of time allows more projects to be undertaken and more client engagements to be completed.
Institutional Knowledge Reusable
Static templated sections, easily accessible and easily updated by the firm, resulting in faster, more accurate execution.
One-Time Investment, Not a Long Term Subscription
Full source code is provided, allowing any changes/improvements by your own team to customize it to fit your specific needs.
Intuitive Design, Minimal Training
Easy to understand out of the box. No expensive, time-consuming training or onboarding. Ready to use with minimal guidance.
Trust & Security
Where does my client data live?
On your network, behind your firewall, on your server. No cloud, no telemetry, no outbound calls at runtime.
More in FAQ (Category A)How does the review process work?
Every relevant page has an R1 and an R2 checkbox, for up to two reviewers. Preparers cannot check or uncheck the boxes. If a box is checked but content on the page is subsequently edited, the checkbox is unchecked automatically.
More in FAQ (Category B)Why isn't this a SaaS subscription?
Firms have enough long-term contracts for products that never fully meet their needs. Source code with full rights to change or add features gives a firm full in-house control of a software solution that matches its specific workflow.
More in FAQ (Category A)What It's Worth
Add up the time wasted across all your reorganizations when a finished letter reaches a reviewer or partner and gets sent back, the hours spent making the changes in the letter, then re-reviewing it. Or the number of times you send multiple clients the same explanation of the principal residence exemption, or of how their cottage could also qualify as a principal residence. Multiply that by the number of engagements you run each year.
Frequently Asked Questions
Below: the questions a tax partner, manager, reviewer, preparer, or IT lead is likely to ask. The library is comprehensive on purpose. Skim it before reaching out and most of your evaluation is done.
Ready When You Are
Want a "test drive"? Fill in the Request Demo Access details below for access within 24 hours.
You'll be able to create a project and add content to test the full program.
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