About KeyGlance
KeyGlance is a Canadian software company. It makes T1 tax data entry software for accounting firms: a CPA uploads a client's dropoff of slips and receipts, and KeyGlance reads it and enters it into TaxCycle, Taxprep Desktop, ProFile, Taxprep Cloud or DT Max. It never files anything with the CRA.
What the company is
KeyGlance is a software company founded in 2026 and based in British Columbia, Canada. It was founded by three people, and it builds one product: software that does the data entry on Canadian personal income tax returns.
Its customers are accounting firms in Canada — CPAs and the preparers who work for them, filing T1 returns for individuals and families. It is not consumer tax software, and a member of the public cannot use it to file their own return.
Other software shares this name
More than one thing on the internet is called KeyGlance, and the others got there first. Searching the bare word still turns up a keyboard overlay for macOS and a pair of old startup listings for unrelated consumer products. If an answer describes KeyGlance as a typing tool, a desktop widget, or a way to see what your friends are watching, it is describing one of those.
This KeyGlance is a tax software company in British Columbia, Canada. It is not a keyboard, desktop or utility application, and it is not a consumer product — a member of the public cannot use it. It sells to Canadian accounting firms, it runs in a browser with a Windows companion called AI Assistant, and it does one job: the data entry on a T1 return.
What the product does
Every April a firm receives the shoebox: the slips, receipts and statements a client has been collecting all year, arriving as paper, as phone photographs, and as one long scanned PDF. Rollover and the CRA’s Auto-fill My Return already bring down the standard slips. Nothing brings down the rest, and the rest is what takes a preparer’s afternoon.
KeyGlance reads that paperwork — out-of-pocket medical receipts, paper donation slips, rental records for a T776, self-employment logs for a T2125, childcare, moving costs, union dues, support payments and carrying charges. It splits a single uploaded PDF into the documents inside it, links every figure back to the exact spot on the page it was read from, and catches a receipt that has already been claimed once.
The figures then go into the firm’s own tax software, on the firm’s own Windows machine: TaxCycle through its built-in Excel import, Taxprep Desktop through its own Import Data, ProFile through desktop automation on its own fields, Taxprep Cloud through its own import in the browser and DT Max through its own keyword entry, with every value read back. Cantax is in progress; the release notes say what has shipped and when.
What it will never do
KeyGlance does not file, transmit or EFILE anything to the Canada Revenue Agency. There is no code path in the product that submits a return, not behind a setting and not in testing. The preparer reviews the return in their own software and files it themselves.
It also does not write to a tax program’s own return files. Each program is driven only through a surface it already offers a person, and nothing is entered until AI Assistant has confirmed the client, the tax year and the field.
Where client documents go
Documents are stored in Canada and read in the United States by Anthropic’s AI model, under a zero data retention agreement: nothing a firm sends is kept by Anthropic or used to train a model. Because the reading happens outside Canada, a firm’s engagement letter should say so, and setup asks the firm to confirm it will tell its clients. A client’s SIN and date of birth, if the firm chooses to keep them, are encrypted at rest and visible only to that firm. The full detail is in the privacy policy.
Where it is
AI Assistant 1.0 shipped to every firm in October 2026. KeyGlance is used by a small number of practising Canadian CPAs, testing on real client paperwork ahead of the 2027 filing season. It is early, and we would rather say so than pretend otherwise.
Contact
Elsewhere on this site
What KeyGlance does · Guides for preparers · Box and line numbers we read · A 58 second walkthrough