Frequently Asked Questions

Create an account, complete the onboarding questionnaire and begin modeling structures with guided tools. Support resources are available in the Help Center.

TaxcorePlan supports a range of frameworks including registered savings plans, family trusts, and non-profit entity outlines, enabling you to assemble a compliant setup suited to your specific scenario.

The platform incorporates up-to-date rule sets aligned with CRA guidelines, offering alerts and checks as you build or adjust your plan to maintain adherence throughout 2025 and beyond.

Yes, you can invite colleagues to review, comment on, or edit your structure in real time while preserving version history and access controls.

Our specialist desk is available for inquiries throughout the week, including weekends, via in-app chat or email follow-ups to keep your project on track.

We employ robust encryption both in transit and at rest, along with multi-factor authentication, to safeguard all documentation and user inputs.

Yes, you can seamlessly export structure summaries and schedule entries to leading accounting systems through compliant data connectors.

Template layouts are fully customizable; you can adjust sections, descriptions, and logic flows to mirror your internal process requirements.

The platform generates detailed overviews, timeline charts, and actionable summaries that highlight key milestones and compliance checkpoints.

Sign up on TaxcorePlan.com, choose a plan that fits your scale, and follow the guided setup to have a draft structure ready within minutes.

Project exports are available in several formats including PDF and CSV, enabling you to share or archive your work as needed.

We will introduce enhanced analytics dashboards, mobile app support, and expanded template libraries tailored for emerging regulatory updates.

While focused on Canadian frameworks, the platform offers modules to annotate and track conditions pertaining to select international jurisdictions.

Our resource center on TaxcorePlan.com includes whitepapers, video walkthroughs, and expert commentary to help refine your planning approach.