Compare
Review available prior-year signals against current evidence.
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.
One connected path through the work.
- 01
- 02
Flag
Surface potential changes, gaps, and consistency questions.
- 03
Resolve
Gather facts and document the professional's resolution.
- 04
Approve
Keep material judgment and sign-off with the authorized reviewer.
Know what is happening now—and what needs to happen next.
When work is disconnected
Client requests are separated from the work.
Owners and deadlines require manual follow-up.
Review status is difficult to see.
Connected in TaxAutomate
Requests and documents stay with the client.
Owners, due dates, and next actions stay visible.
Review and delivery remain part of the workflow.
02
Everything around the work stays connected.
Prior/current evidence comparison
Keep prior/current evidence comparison visible and connected to the next action.
Explainable review flags
Make ownership, review readiness, corrections, and approvals clear to the team.
Severity and confidence context
Keep severity and confidence context visible and connected to the next action.
Missing-information prompts
Keep missing-information prompts visible and connected to the next action.
Reviewer resolution
Make ownership, review readiness, corrections, and approvals clear to the team.
Human approval
Make ownership, review readiness, corrections, and approvals clear to the team.
03
One client record. One accountable workflow.
Evidence comparison, consistency flags, review summaries, and human-resolution workflow are implemented in the guided client-app preview.
Client context stays connected.
Team ownership stays visible.
Professional review stays in the workflow.
04
Start with one workflow. Build from what works.
- 1
Map
Choose one representative engagement and its handoffs.
- 2
Configure
Set the owners, stages, deadlines, and review steps.
- 3
Validate
Walk the workflow with the people who do the work.
- 4
Launch
Bring the proven workflow to the rest of the practice.
05
Professional Review: practical questions.
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.