Point PDF Insight at a folder of T4, RL-1, T4A, T5 and RL-3 slips. It reads each page, recognizes the slip, and proposes a tidy per-client, per-year folder structure. It all runs on your own computer.
By late February the slips arrive all at once. A client emails three PDFs, photographs two more on a phone, and drops a scanned envelope into your portal. Multiply that across a roster and you have one giant folder named Downloads where Document(4).pdf is a spouse's RL-1 and scan0031.pdf is a T4A nobody labelled.
Before you can prepare a single return you have to figure out whose slip this is, which tax year it belongs to, and where it should live. Sorting that pile by eye is hours of low-value clicking, and it is exactly the kind of repetitive work that invites a mis-file in the middle of a 14-hour day.
From one undifferentiated dump to a structure you would actually hand to a colleague.
Downloads/
Document(4).pdf
scan0031.pdf
IMG_2271.HEIC
releve.pdf
T4_2025_final_v2.pdf
feuillet (1).pdf
numerisation-03.pdf
… 40 more files
Clients/
Tremblay, Marie/
2025/
T4 - Marie Tremblay.pdf
RL-1 - Marie Tremblay.pdf
T5 - Desjardins.pdf
Gagnon, Luc/
2025/
T4A - honoraires.pdf
RL-1 - Luc Gagnon.pdf
À réviser/ (unrecognized)
Drop in everything as it arrived: PDFs, phone photos, crooked scans, French and English slips mixed together. No renaming first.
A local model classifies each document and on-device OCR reads the scanned ones. It distinguishes a T4 from a T4A, an RL-1 from an RL-3, and keeps the federal and Québec slips for the same income together.
Using your own naming rules, it groups slips by client and tax year. Anything it cannot confidently identify goes to an À réviser folder instead of being guessed into the wrong place.
Nothing moves until you approve the structure. Fix any edge cases, then write the folders to disk. The internet could be unplugged the whole time.
Sorting tax slips means handling SINs, income figures and addresses. In the default local tier, PDF Insight does the reading and classifying entirely on-device. There is no upload, no server, and no third-party copy of a client's slip to breach. It removes the disclosure risk instead of insuring against it.
The common Canadian and Québec personal-tax slips: T4, T4A, T5, RL-1, RL-2, RL-3, RL-31 and RRSP/REER and FHSA contribution receipts, in French or English. Anything it does not recognize is left for you to place, so nothing is filed silently into the wrong folder.
No. In the default local tier the classification and OCR run on your own computer. Client slips, including SINs and income amounts, are never uploaded, and the folder structure is written to your own disk.
You review the proposed per-client and per-year structure first. Nothing is moved until you confirm, so you stay in control of where each slip lands.
No tool reads every scan perfectly. PDF Insight proposes a sort and flags the slips it is unsure about so you can correct them before the folders are written.
PDF Insight reads, recognizes and groups Canadian and Québec tax slips into per-client folders on your own Mac or PC, on-device and bilingual. Try it free for 14 days, no card required.