No. Connecting your Canada Revenue Agency (CRA) account is not required to submit a deal. This one is for Canadian brokers and clients; if you are in the United States it does not apply to you.
You can upload documents instead, such as tax returns and bank statements, and the AI will read them and autofill the application.
Click through the walkthrough above to see the upload route.
Connecting the account is a convenience: it saves you gathering and uploading those documents by hand. Nothing about a submission depends on it, on one deal or on many.
Related
Which documents should I upload first, and how many do I need for the AI to work well?. What to upload instead of connecting an account.
Which file formats can clients upload, and are PDFs preferred?. Formats that give the cleanest read of your tax returns and statements.
How to Use AI Autofill. How the AI turns those uploads into a filled application.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.