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Tax and audit workflows
Carry supporting evidence from preparation to sign-off
Bring client records, calculations, review notes, and signed documents into your accounting workflow. Give accounting agents the source context behind the work they complete.
The workflow
Keep each workflow’s evidence intact
Give agents structured information and source references to prepare review context. Keep the supporting document available for an exception, correction, or final edit.
- 1
Tax preparation
Work with statements, schedules, and client records; retain the calculations and notes that explain the prepared work.
- 2
Audit review
Inspect confirmations, financial statements, and working papers; collaborate on the documents supporting a conclusion.
- 3
Document completion
Prepare the reviewed packet for signature without forcing it through another editor.
Specification
Controls
Make the supporting record inspectable
Extract fields to a defined schema and connect values to source locations. Compare document revisions before accepting a replacement. Keep annotations with the evidence, and define which missing inputs or mismatches stop a workflow from advancing.
Implementation
Fit your product and data requirements
Use embedded SDKs for document interaction and Document Engine where server-backed processing fits your architecture. Evaluate hosted extraction separately against your data requirements. Connect document functions to your accounting logic, records, and approval policies.