Product Walkthrough

Source Document Traceability

See exactly where every number on the return came from.

Click any extracted value to see its source document highlighted — down to the exact page and region, plus the calculation trail for anything that isn’t a direct copy.

Client & CPA Collaboration

Conversations stay attached to the document or issue they’re about.

Messages are tied to specific documents and tasks. Internal firm notes are visibly marked and structurally excluded from anything a client persona can load — not just hidden with CSS.

Where to Start

New clients get one clear next step, not a wall of navigation.

A brand-new client is dropped straight into a focused, three-step flow — no sidebar, no dashboard, one task at a time — instead of the full product on day one.

Auto-triggers on first login — switch persona in the avatar menu, top right.

Getting Lost in the App

Never lose your place moving between documents, tasks, and messages.

Breadcrumbs use real names, not IDs, and the Related panel keeps every document, open task, and thread on a return one click away, no matter where you navigated in from.

Role-Aware Experiences

The same product, reshaped for whoever’s using it.

Same shell, same components — completely different sidebar, dashboard, and permissions depending on who’s logged in. Compare this client view against the dashboard further down the page.

Return Status & Progress

A status everyone reads the same way, client and staff alike.

One status field, two renderings: a five-stage plain-English timeline for clients, a detailed status badge for staff — always in sync, never two sources of truth.

An Actionable Dashboard

Always know what to work on next.

Returns ranked by a real scoring function — overdue beats blocked beats "it’s your turn" beats due-this-week — not just sorted by date.

Clickable vs. Editable

One consistent way to tell what you can touch, and what you can’t.

One component, six states — editable, AI-extracted, verified, flagged, locked, pending approval — used identically on this legend page and on the live review screen.

Complexity Made Navigable

Hundreds of documents, still easy to find what you need.

Around 260 generated documents, with search, a type filter, and collapsible group-by-client — proving the pattern holds at volume, not just against five demo rows.

Trustworthy AI

AI you can actually verify, not just trust blindly.

A live Groq call reasons over the return’s data, grounded by a retrieval step over a small knowledge base — sources shown, confidence scored, and nothing applies without a human confirming it.