How it works

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.

Staples
Store 1185 · 375 Queen St W
Toronto ON M5V 2A5 · 416-595-4041
GST/HST 89863 2591 RT0001
12/14/2026 2:41 PMREG 7 TRN 1057
HP 206A TONER BLK109.99
PAPER 500SH12.49
SUBTOTAL122.48
HST 13%15.92
TOTAL138.40
VISA138.40
VISA ************4417 · CHIP · AUTH 5ADC58
01/027 APPROVED - THANK YOU
79510710574DCF
Staples Rewards ••••3381 · 23 pts earned
Returns within 14 days with receipt
THANK YOU · MERCI
Claimwise app screen: camera
Tilly read this
MerchantStaples #1185
DateDec 14, 2026
Subtotal$122.48
HST 13%$15.92
Total$138.40
Goes toT2125 · Office supplies
Looks right
Priya's 2026 claimHST credit $15.92
$5,820.54
tax-ready so far · + $122.48
Readiness81% · 121 of 148 receipts
GmailWhatsappAlso works if you forward it or text it in.
Tilly
Office supplies, and the HST credit’s good.

Animated prototype. Priya is example data.

1Capture

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 [email protected]
  • WhatsApp or text +1 (647) 555-0142
  • Long receipts? Shoot it in parts and we stitch the pages
Claimwise app screen: camera
Claimwise app screen: whatsapp
Receipt received email
GmailOutlookWhatsApp
2Tilly reads it

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
Staples
Store 1185 · 375 Queen St W
Toronto ON M5V 2A5 · 416-595-4041
GST/HST 89863 2591 RT0001
12/14/2026 2:41 PMREG 7 TRN 1057
HP 206A TONER BLK109.99
PAPER 500SH12.49
SUBTOTAL122.48
HST 13%15.92
TOTAL138.40
VISA138.40
VISA ************4417 · CHIP · AUTH 5ADC58
01/027 APPROVED - THANK YOU
79510710574DCF
Staples Rewards ••••3381 · 23 pts earned
Returns within 14 days with receipt
THANK YOU · MERCI
Claimwise app screen: processing
Claimwise app screen: result
3Confirm

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
Claimwise app screen: confirmed
Claimwise app screen: duplicate
4Home office & T2200

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
Claimwise app screen: path map
Claimwise app screen: t2200 sent
T2200 request email
Docusign
5Weekly streak

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
Claimwise app screen: streak
Weekly digest email
Credit Hawk share card
6Hand off

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
Claimwise app screen: package
Claimwise app screen: accountant
Package ready email
Straight talk

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.