10 results.
Routes
→
Go to Dashboard
Home
→
Go to Documents
/dashboard/documents
→
Go to Returns
/returns
→
Go to Partner queue
/dashboard/review/partner
→
Go to Clients
/dashboard/clients
→
Go to Settings
/dashboard/settings
→
Go to Audit trail
/dashboard/audit-trail
Actions
+
Upload document
Open uploader
+
Invite member
Open invite dialog
+
New saved view
Create from current filters
↑↓
navigate
·
↵
activate
·
esc
close
10 results
Demo Firm, LLP
▾
owner
Search
⌘K
Light
System
Dark
Alex Demo
owner@demo.firm.test
AD
Unverified provenance
Returns
/
2024
/
Eleanor Whitfield — retiree (Social Security + 1099-R)
Preparer In Progress
⚙
Tweaks
1
1 Ingestion
Data ingestion
2
2 Extraction
Field extraction
3
3 Calculation
Calculation engine
4
4 Return
Rendered return
JS
Stage 1 — Data ingestion
Smith, John & Jane · TY2025
Live · receiving
14 documents · 47 pages
Add channel
Auto-chase
SDO classification complete.
14 of 14 expected documents received. AI matched intake to organizer; 0 missing items. Ready to advance to extraction.
Document inbox
0 docs - 0 pages - classified
Approve all high-conf
Run extraction
No return documents found.