Evidence before approval
Give reviewers the reason, evidence, and next question—not a mystery score.
Present potential changes and inconsistencies with the source context needed for professional resolution before the firm finalizes the return.
Supported scope
What this workflow is designed to do.
Visible capabilities are separated from configuration requirements, preview surfaces, and roadmap work.
Explainable review flags
Severity and confidence context
Missing-information prompts
Reviewer resolution
Human approval
The workflow
Four clear handoffs. Human control where it matters.
The exact action changes by product status and firm configuration, but the ownership boundary stays explicit.
Compare
Review available prior-year signals against current evidence.
Flag
Surface potential changes, gaps, and consistency questions.
Resolve
Gather facts and document the professional's resolution.
Approve
Keep material judgment and sign-off with the authorized reviewer.
Straight answers
Know what you are buying—and what remains outside the claim.
Does this replace a CPA or other qualified reviewer?
No. The workflow supports reviewers; it does not make or approve material tax decisions.
Does a clear review guarantee the return is correct?
No. Results depend on available evidence and configured checks and do not guarantee accuracy or completeness.
Connected lifecycle
Continue through the practice workflow.
Map this workflow to the systems your firm actually uses.
We will separate current capability, connector requirements, preview work, and roadmap needs before recommending a rollout.
Request a workflow review →Status reflects the verified repository scope for this release. Provider configuration and firm permissions can further limit availability.