Cases and client intake

Keep intake answers, source documents, extracted facts, review work, memos, and activity together.

Verified September 5, 2026

Case list

Cases are the working record for tax work. Use the list to create, find, assign, and reopen work without separating the AI conversation from its evidence.

CasesFirm admin and preparerCreate and manage the firm’s case records./gio/cases/Review QueueFirm admin and preparerReview flagged issues across cases by type and severity./gio/review/

Case workspace

The current human workspace is intentionally focused on Intake, Documents, Chat, and Notices. Automation status shows the server-side OCR → facts → review → memo chain without asking the preparer to run each old manual step.

Upload source documents and link documents that arrived through intake.
Watch the automation status and inspect the source-backed result when it completes.
Ask case-aware questions without losing the current client context.
Open notices and intake from the same client case context.
Reassign or delete a case only when the user’s role allows it.

Client intake

Send intake from the case workflow. Clients can resume an incomplete intake, upload requested documents, and submit their answers through the client portal. Submitted material can then be linked back to the case.

Client Tax IntakeClientStart, resume, and review the client’s own intake./client-portal/intakes/Client dataClientReview the client data retained in the portal./client-portal/my-data/