01
Create the client packet
Place the period’s approved documents and exports in a dedicated staging area.
Output
Bounded review set
All use cases
Detailed workflow · Tax and accounting practices
Prepare the deadline-week file before the deadline-week pressure.
Organise client documents, surface missing evidence and prepare review notes locally before a return, close or audit workflow.
A calmer, structured first check—not automated tax judgment.
Local route
Typical source material
Operating controls
Output
Typical source material
01Invoices and receipts
02Accounting exports
03Client correspondence
04Prior-period checklists
Questions worth asking
- ?Which expected documents are missing?
- ?Which entries differ from the prior period?
- ?Which client questions remain unanswered?
- ?Where do totals or identifiers conflict?
Working pattern
A controlled path from source to reviewed output.
02
Check extraction quality
Separate readable files, failed scans, duplicates and documents requiring manual classification.
Output
Exception queue
03
Prepare questions
Compare the packet with the checklist and prior-period material to draft a client request list.
Output
Review note and request draft
04
Apply professional treatment
The tax professional confirms classifications, exceptions, evidence and final communication.
Output
Approved next action
Operating controls
The controls are part of the product.
- Client and period separation
- Explicit handling for failed OCR
- Source-visible anomaly lists
- Retention aligned with office policy
- No automatic posting to accounting systems
Pilot measures
Measure usefulness and failure together.
Coverage
Expected document classes represented
Exceptions
Useful findings confirmed by a reviewer
Noise
False anomalies per client packet
Lead time
Days earlier that missing evidence is requested
Explicit limits
What this workflow does not do.
×No autonomous tax classification
×No direct filing or ledger posting
×No mixing of client workspaces
×No reliance on generated totals without reconciliation
Map this workflow to your office.
Tell us the document volume, users and review expectations. We will define the appliance, model and storage envelope before configuration.