Welcome to Dania AI
CPCATS Smart Companion Hub
Dania AI is the central hub for all CPCATS Smart Companions. Each tool is trained on CPCATS’ actual documents, procedures, and workflows, giving staff quick, consistent, and accurate support. Use this page to understand what each companion does and how to access it.
About
CPCATS Smart Companions
The CPCATS Smart Companions bring all AI support tools into one easy-to-use space, helping staff work confidently and stay aligned with CPCATS standards. Every response is grounded in CPCATS policies, workflows, and best practices.
You can use the Smart Companions to:
Get step-by-step guidance for onboarding, tax questions, or internal procedures
See required documents for any service type
Navigate CPCATS policies, SOPs, and timelines
Support clients quickly with accurate, CPCATS-aligned information
Reduce errors through consistent workflows
Know when and how to escalate issues
Three Tools That Support Your Work
Internal SOP Assistant
Use this companion for all internal rules, standards, and procedures.
Escalation rules
File naming and storage standards
QA checklists
Data security and technology requirements
Communication rules and timelines
Use this when: You need clarity on how CPCATS operates internally.
Tax Filing FAQ Companion
Use this companion to understand tax-related topics and CRA-aligned rules.
Slips, forms, deadlines, CRA definitions
Required documents before filing
Business, rental, corporate, and GST/HST basics
Common filing requirements
Use this when: You need to support a client with tax questions.
Client Onboarding Assistant
Use this companion to onboard new clients accurately and consistently.
Document checklists by service type
Payment, retainer, and engagement letter requirements
Identifying red flags
Completing onboarding steps correctly
Use this when: You’re onboarding a new client and need the correct steps.
Ready to get started?
Submit Updates or Suggestions
Smart Companion Update Request
If there’s information you’d like added or updated in any CPCATS Smart Companion, you can submit it here. Add a brief message or upload a file — whatever helps us understand what you need.
After you submit the form, you’ll receive an email confirming your request. Before making changes, we’ll check with your manager or team lead to ensure accuracy and approval.
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