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Agent passport

Donation Receipts and Acknowledgements for Nonprofits | Streamlined Tax Compliance | Salesforce AgentExchange

The ideal solution for nonprofits to efficiently manage tax receipts for donations, ensuring compliance with CRA and IRS regulations. Built on Salesforce and NPSP, it offers customizable features to accommodate both simple and complex receipting needs.

Registry category
Finance & AccountingInvoicing & Expense Management
Vendor
Cascadia Cloud Solutions
Location
Vancouver, British Columbia V6B 3M1, Canada
Reviews
Not rated (0 reviews on the listing)
Listed on
Salesforce AgentExchange
Pricing
1 plan listed
Overall Provenance
2.8/10Low
High 7–10Moderate 3–6.9Low 0–2.9

Each fact carries one Provenance score: the average of its Disclosure and Evidence scores, the same rule the page uses for the overall score. Click any score to see the math behind it.

Vendor Provenance

Who actually operates this agent.

7.2 / 10
Data element
Answer
Provenance
Source
Legal entity
Cascadia Cloud Solutions
The matched company record names Cascadia Innovative Ventures Inc.
High
HQ address
Vancouver, British Columbia V6B 3M1, Canada
From outside company data
High
BigPicture company data for Cascadia Innovative Ventures Inc. (cascadiasolutions.ca), fetched 2026-09-20
Ownership
Cascadia Innovative Ventures Inc. is a privately held company
From outside company data
High
BigPicture company data for Cascadia Innovative Ventures Inc. (cascadiasolutions.ca), fetched 2026-09-20
Industry
Software & Computer Services / Computer Services
Sector Technology
High
BigPicture company data for Cascadia Innovative Ventures Inc. (cascadiasolutions.ca), fetched 2026-09-20
Employee count
1-10 employees
From outside company data and the listing
High
BigPicture company data for Cascadia Innovative Ventures Inc. (cascadiasolutions.ca), fetched 2026-09-20
Founded
2019
From outside company data and the listing
High
BigPicture company data for Cascadia Innovative Ventures Inc. (cascadiasolutions.ca), fetched 2026-09-20
Revenue
$0-$1M estimated annual revenue
Estimate; not from filings
High
BigPicture company data for Cascadia Innovative Ventures Inc. (cascadiasolutions.ca), fetched 2026-09-20
About
The ideal solution for nonprofits to efficiently manage tax receipts for donations, ensuring compliance with CRA and IRS regulations. Built on Salesfo...
Publisher description
High

Build Provenance

What the agent is built on.

1.4 / 10
Data element
Answer
Provenance
Source
Foundation model
Not disclosed on this listing
Low
No source on record
Training data (model)
Not disclosed on this listing
No source discloses model training data
Low
No source on record
Agent framework / tools
Not disclosed on this listing
Low
No source on record
Hosting model
Not disclosed on this listing
Low
No source on record
Version history
Fall 2026
Registry saw 2 distinct listing states across 2 captures
High

Reach Provenance

How the agent is distributed and adopted.

4.4 / 10
Data element
Answer
Provenance
Source
Distribution channel(s)
Salesforce AgentExchange
From the listing
High
Review volume & rating
Not available
No ratings on the listing
Low
No source on record
Comments (pros)
Not available
No review text on record, so no pros could be drawn from user comments
—
No source on record
Comments (cons)
Not available
No review text on record, so no cons could be drawn from user comments
—
No source on record
Listing tenure
Not disclosed
No first published date on the listing
—
No source on record
Multi-channel presence
Single-channel
Listed on Salesforce AgentExchange only in the registry
High
Public community signal
Not disclosed
No public GitHub, Discord or community metrics found
Low
No source on record
# installs
Not reported
No install count on any marketplace
—
No source on record
Listing type
AgentExchange listing
From the listing
High

Data Provenance

What the vendor discloses about data handling.

0.0 / 10
Data element
Answer
Provenance
Source
Operational data sources
Not disclosed
Low
No source on record
Data residency
Not disclosed
Low
No source on record
Retention & deletion
Not disclosed
Low
No source on record
Published documentation
Not disclosed
No privacy policy, terms or license link on the listing
Low
No source on record
Data access requirements
Not explicitly disclosed
No OAuth scope or permission list found on the listing
Low
No source on record

Compliance Provenance

What standards the vendor meets, and who verified them.

1.3 / 10
Data element
Answer
Provenance
Source
Security
SOC 2
None on record
Low
No source on record
ISO/IEC 27001
None on record
Low
No source on record
ISO/IEC 27002
None on record
—
No source on record
ISO/IEC 27017
None on record
—
No source on record
SOC 3
None on record
—
No source on record
CSA STAR
None on record
—
No source on record
Privacy
GDPR
None on record
Low
No source on record
COPPA
None on record
—
No source on record
FERPA
None on record
—
No source on record
ISO/IEC 27018
None on record
—
No source on record
Health
HIPAA
None on record
Low
No source on record
HITRUST CSF
None on record
—
No source on record
Financial
SOC 1
None on record
—
No source on record
PCI DSS
None on record
—
No source on record
SOX
None on record
—
No source on record
Government
FedRAMP
None on record
Low
No source on record
CMMC
None on record
Low
No source on record
NIST SP 800-171
None on record
—
No source on record
AI
NIST AI RMF
None on record
Low
No source on record
Platform
3rd party certification
Salesforce security review approved 2025-09-18
Last approved version 1.36.0
High

What the publisher says

Cascadia Receipting simplifies your nonprofit’s tax receipting and acknowledgement process. Fully integrated with the Nonprofit Success Pack (NPSP), it handles both simple and complex receipting scenarios while ensuring CRA and IRS compliance.

With easy-to-use functionality, you can personalize tax receipt messages and enhance your brand presence using our customizable templates. Cascadia Receipting automates the tax receipting process, boosting efficiency for your organization.

Let us handle your tax receipts so you can focus on what truly matters—your mission.

Preview

10 images

Plans and pricing

1 plan listed

PlanCAD 189 company · P1Y

Linked repositories

Unknown

Unknown means this listing does not publish a repository. It is not a statement that the code is closed.

Publisher resources

Sources

Reading the score

Disclosure · how many sources corroborate it

NoneNo source has it. Shown red, because Unknown means Unknown.
1 sourceA single place has it. A listing and its certification page and policy docs on one marketplace count as one source.
2+ contestedTwo or more sources cover it but they do not agree. The disagreement is shown, never dropped.
2+ agreeingTwo or more genuinely separate sources agree: another marketplace, or an outside record.
Steps below are possible but not automated yet, so today they sit open.
SettleTop confirmedSettleTop confirms it directly.

Evidence · what kind of evidence backs it

NoneNo source discloses it.
PublicPublicly available info, such as reviews, listing age, or vendor firmographics like legal entity and headquarters.
Vendor statedThe vendor's own claim on its marketplace listing, website, or policy documents.
Self-attestedThe vendor's self-attested certification or operator program, a marketplace program rather than an independent audit.
Steps below are possible but not automated yet, so today they sit open.
Vendor providedThe vendor hands SettleTop the underlying material, such as an SBOM or a data policy.
Vendor attestedThe vendor signs an attestation to SettleTop.
SettleTop verifiedSettleTop verifies it directly.

The SettleTop steps above are possible but not automated yet, so today they sit open and a perfect 10 is out of reach. Open information like firmographics and reach has fewer steps to climb, so it sits a little higher for the same visible evidence.

Information shown here reflects the best available information at the time of assessment and may be incomplete, outdated, or subject to change. It should be independently verified before being relied upon for any decision. SettleTop is not liable for any errors, omissions, or decisions made in reliance on this information.

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Vendor Provenance

Build Provenance

Reach Provenance

Data Provenance

Compliance Provenance

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