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Firm adminsPreparers
Tax compliance workspace
Document due diligence, respond to notices, review returns, research tax questions, and manage filing obligations.
Review and research
These tools use client and source context, but the preparer remains responsible for validating the facts, citations, and conclusion.
Due DiligenceFirm admin and preparerPrepare and retain Form 8867-oriented due-diligence records using intake and document evidence./due-diligence/IRS Notice ManagerFirm admin and preparerUpload a notice, identify the issue, connect the case, and draft a response with sources./gio/notices/1040 ReviewFirm admin and preparerReview an individual return for supported issues and inspect the evidence behind findings./gio/return-review/Tax ResearchFirm admin and preparerResearch tax questions with source-backed answers and follow-up questions in the current view./gio/research/Compliance Risk PatternsFirm admin and preparerScan case data for recurring risks and apply a finding to the relevant case./gio/opportunities/
Practice compliance
Practice Compliance centralizes firm obligations and evidence. It is a working record, not a representation that every requirement has been satisfied.
Practice ComplianceFirm admin and preparerTrack preparer credentials, continuing education, WISP work, and related firm controls./compliance/FilingFirm adminTrack filing lifecycle, acknowledgements, rejects, amendments, and follow-up work./filing/AuthorizationsFirm adminManage taxpayer authorization records and their status./authorizations/