AI Governance β€” Tax Prep

Multi-agent checks and balances for CPA/EA return preparation

Active Clients

Top Review Items

Pending Approvals

Integration Status

Onboard New Client

QuickBooks Online Integration

Synced Clients

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Tax-Prep Billing

Invoices your firm sends to clients for tax preparation. Generate here, send via QuickBooks Online.

Invoice Status

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Upload Source Documents

Select a client and drag files onto the dropzone, or use the checkboxes to simulate upload.

Drop files here or click to choose

Global Document Status

Review Queue

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Pending Approvals & Overrides

Draft Tax Packages

Audit Trail

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Latest Run Log

Select a run above to view the full audit package.

Active Policies

Integrations

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