New
Now with AI data extraction, property division & browser-based document editing
Financial Disclosure

Manage Financial Disclosure in One Connected Workflow

Built for family law professionals managing disclosure from both sides of a matter. Request documents, see what is still missing, compare each party side by side, and carry verified numbers into support and property work.

Used by family law professionals and firms across Canada
divorcepath.com/app/disclosure
Divorcepath financial disclosure tracking

How Financial Disclosure Works

Request disclosure

Send a secure request to the other party or their counsel. Select which document categories to request: income, property, accounts, debts, tax returns.

Track submissions

Each category shows status: Provided, Missing, Deferred, or N/A. See progress at a glance for both parties.

AI extracts data

Uploaded documents are processed by AI. Income figures, account balances, and property values populate the client profile automatically.

Compare and confirm

Side-by-side view flags discrepancies. Confirm, dispute, or mark items for follow-up.

Side-by-Side Comparison

Compare each party's disclosed financial information in a clear side-by-side view. Identify discrepancies, missing information, and areas that need follow-up.

Financial data from disclosure flows directly into support and property calculations, eliminating duplicate data entry.

Ready to run disclosure in one workflow?

Request, compare, and confirm disclosure without managing the process in email and spreadsheets.

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56 Document Categories Organized by Type

Income Documents 14 types
T4 Employment Slips
Pay Stubs
Employment Contracts
Bonus Records
Self-Employment Financials
Business Returns
Corporate Tax Returns
Pension Income
Disability Benefits
EI Records
Investment Income
Rental Income
Trust Income
Support Received
Tax Returns & Assessments 6 types
T1 General (current year)
T1 General (2 prior years)
NOA (current year)
NOA (2 prior years)
T4 Summary
Tax Installments
Real Property & Vehicles 6 types
Deed / Title
Mortgage Statement
Property Appraisal
Property Tax Assessment
Vehicle Registration
Vehicle Valuation
Financial Accounts 6 types
Bank Statements (3 months)
Account Summary
RRSP Statements
TFSA Statements
RESP Statements
Investment Account Statements
Debts & Liabilities 4 types
Mortgage Documents
Loan Agreements
Credit Card Statements
Line of Credit Statements
Pension & Insurance 4 types
Pension Statement
Pension Valuation Report
Life Insurance Policy
Employee Benefits Summary
Business 3 types
Shareholder Agreement
Business Financial Statements
Corporate Tax Returns
Legal & Other 3 types
Prenuptial / Cohabitation Agreement
Separation Agreement
Prior Court Orders

At-a-Glance Status for Both Parties

Category
Person 1
Person 2
Employment Income
Provided
Missing
Tax Returns (3 years)
Provided
Deferred
Bank Accounts
Provided
Provided
Real Property
Provided
Conflicts
Pension
N/A
Provided

Status updates in real time as documents are uploaded.

The side-by-side comparison catches discrepancies I used to miss. It’s become an essential part of my disclosure workflow.

See Where the Data Goes

Disclosure data flows into every tool on the platform.

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