Support Center
Have a question or need help? We're here for you โ reach out any time.
๐ฌ Contact Support
Our support team responds to all inquiries within 1 business day.
When emailing, please include your account email and a description of your issue so we can help you quickly.
Frequently Asked Questions
How do I create an account?
Clients are invited by their accountant. Once your accountant adds you to TaxFlowAI, you'll receive an email with your temporary password and instructions to log in for the first time. Accountants can register at www.isaloumapps.com.
How do I reset my password?
On the login screen, tap "Forgot password?" and enter your email address. You'll receive a password reset link within a few minutes. Check your spam folder if it doesn't arrive. If you still have trouble, email us at support@isaloumapps.com.
I can't log in โ what should I do?
First, double-check that you're using the same email address your accountant used to invite you. If your password isn't working, use the "Forgot password?" link on the login screen. If you're still locked out, contact us at support@isaloumapps.com and we'll restore access promptly.
How do I upload tax documents?
Log in to the TaxFlowAI app, navigate to your document checklist, and tap the upload button next to each required document. We accept PDF, JPG, and PNG files. Documents are encrypted and sent directly to your accountant.
How does my accountant receive my documents?
Once you upload a document, your accountant is notified immediately and can review it from their dashboard. You'll receive an in-app notification and email when they approve a document or request changes.
What document types can I upload?
TaxFlowAI supports all common Canadian tax documents including T4 (employment income), T5 (investment income), T3, RRSP receipts, charitable donation receipts, medical expense receipts, business income statements, and more. Your accountant customizes the checklist for your specific situation.
A document I uploaded was rejected โ what now?
Your accountant will leave a note explaining what needs to be corrected. You'll receive a notification. Simply upload a corrected version of the document from the same checklist item. If you're unsure what's needed, reply to your accountant or email us at support@isaloumapps.com.
Is my data secure?
Yes. All files are encrypted in transit (TLS) and at rest (AES-256). We use AWS infrastructure and follow industry-standard security practices. We never sell your personal or financial data to third parties. Your documents are accessible only to you and your designated accountant.
How do I delete my account and data?
To request account deletion and removal of your personal data, email us at support@isaloumapps.com with the subject line "Account Deletion Request". We will process your request within 5 business days.
How does billing work?
TaxFlowAI is billed to the accountant (not the client). Accountants subscribe to a plan that covers their entire client base. Clients use the app for free. For billing questions, accountants can contact us at support@isaloumapps.com.
How do I cancel my subscription?
Email us at support@isaloumapps.com with your account email and we will cancel your subscription and confirm within 1 business day. No cancellation fees apply.
Which provinces are supported?
TaxFlowAI supports all 10 Canadian provinces and 3 territories. Province-specific tax document requirements are built into each client's checklist automatically.
Is the app available on Android?
TaxFlowAI is currently available on iOS (iPhone and iPad) via the App Store. Android support is planned for a future release. You can also access TaxFlowAI from any browser at www.isaloumapps.com.
Get the App
Download TaxFlowAI on your iPhone to upload documents and track your tax file on the go.
Download on the App Store โTaxFlowAI ยท Canadian Tax Document Management
Questions? Email support@isaloumapps.com