Active Returns
24
↑ 4 added this week
AI-Processed Docs
142
↑ 8 overnight
Flagged for Review
7
↓ 3 resolved today
Ready to File
6
Due within 14 days
Season Progress
Active workflow across all clients
01
Document Intake
21 complete
02
Reconciliation
18 complete
03
Expert Review
In progress — 5 open
04
Compliance Check
6 queued
05
Client Delivery
6 ready
Recent Clients
| Client | Status | AI Ready | Due | Progress |
|---|---|---|---|---|
| Martinez LLC Business · S-Corp |
In Review | ✦ Pre-briefed | Apr 15 | |
| Chen, Patricia Individual · W-2 |
Compliance | ✦ Checked | Apr 15 | |
| Okonkwo & Sons Business · Partnership |
Docs Missing | 2 flagged | Apr 15 | |
| Park, Jennifer Individual · 1099 |
Ready to Send | ✦ Summary ready | Apr 15 |
✦
AI Insights
Live
Okonkwo & Sons is missing a Schedule K-1. AI has drafted a client request. Review draft →
Martinez LLC has a $2,340 discrepancy between bank statement and reported income. View item →
5 returns are pre-briefed and awaiting your review. Estimated time: 40 min. Start review →
Chen return passed all AI compliance checks. Ready for your sign-off. Sign off →
All Documents (24)
Flagged (3)
Pending Client (2)
Complete (19)
W-2 · Martinez LLC · 2024
✦ Normalized
Jan 28, 2025
Schedule K-1 · Okonkwo & Sons · MISSING
Missing
Due Jan 31
Bank Statement · Chen, Patricia · Dec 2024
2 flags
Jan 25, 2025
1099-NEC · Park, Jennifer · 2024
✦ Complete
Jan 22, 2025
Mortgage Interest · Martinez LLC
✦ Reconciled
Jan 20, 2025
AI Classification Summary
W-2 Forms8 processed
1099 Forms11 processed
Bank Statements6 processed
Missing / Flagged3 items
✦ AI saved ~4.5 hours of manual classification this week
✦
AI Actions Ready
Draft client email ready for Okonkwo & Sons requesting K-1. Review & send →
Chen bank statement has 2 unmatched transactions. Resolve →
Martinez LLC — Reconciliation
Tax Year 2024 · AI pre-sorted · 3 items need review
DATE
Description
Match
Amount
Dec 14
Stripe payout · Q4 revenue
✦ AI matched to P&L line 12
✓ Matched
+$18,400
Dec 22
Office supplies · Amazon
✦ AI matched to expense category
✓ Matched
-$340
Dec 28
⚠ Unknown transfer · Wells Fargo
AI: No matching record found in books. Needs your review.
⚠ Review
-$2,340
Dec 30
Payroll · ADP
✦ AI matched to payroll register
✓ Matched
-$12,800
Dec 31
✗ Duplicate charge detected · Software sub
AI: Flagged as potential duplicate of Dec 1 entry.
✗ Flag
-$299
Reconciliation Summary
Total transactions49
✦ AI matched47
Needs review2
✦ AI saved ~3 hours of manual reconciliation
✦
AI Explanation
The $2,340 transfer has no matching invoice or contract. It may be a loan repayment or owner distribution. Categorize →
Martinez LLC — Expert Review
AI context brief ready · 3 decisions needed
✦
Generated
AI Context Brief — Martinez LLC
Prior year: Filed S-Corp. Reported $220,000 gross revenue, $18,400 net profit. No flags.
This year: Revenue up 22% to $268,000. One unresolved $2,340 transfer (see Reconciliation). New equipment purchase of $14,000 may qualify for Section 179 deduction.
AI recommendation: Review Section 179 eligibility. Confirm transfer categorization before finalizing.
This year: Revenue up 22% to $268,000. One unresolved $2,340 transfer (see Reconciliation). New equipment purchase of $14,000 may qualify for Section 179 deduction.
AI recommendation: Review Section 179 eligibility. Confirm transfer categorization before finalizing.
Decisions Needed
☐
Confirm Section 179 deduction for $14,000 equipment purchase. AI has pre-calculated eligible amount: $14,000. Approve or adjust.
☐
Categorize the $2,340 transfer — Owner distribution, loan repayment, or operating expense? This affects net income calculation.
✓
Confirm prior-year carryover loss of $3,200. AI verified against 2023 return.
✦
AI Plain-Language Explainer
Section 179 lets a business deduct the full cost of qualifying equipment in the year it's purchased, instead of depreciating it over time. Martinez LLC's equipment qualifies.
If the $2,340 is an owner distribution, it reduces retained earnings but not taxable income. If it's an operating expense, it reduces taxable income by ~$2,340.
Review Queue
→ Martinez LLCIn progress
Chen, PatriciaQueued
Park, JenniferQueued
Okonkwo & SonsWaiting — docs
Rivera, CarlosQueued
Compliance Checks — Chen, Patricia
34 checks run · All passed · Ready for sign-off
| Check | Category | Result | AI Note |
|---|---|---|---|
| W-2 income matches AGI | Income | ✓ Pass | Exact match confirmed |
| Standard deduction applied correctly | Deductions | ✓ Pass | $14,600 for single filer 2024 |
| Withholding matches W-2 Box 2 | Payments | ✓ Pass | $8,240 confirmed |
| Prior year AGI for e-file PIN | Filing | ✓ Pass | AI retrieved from 2023 return |
| State filing requirement | State | ✓ Pass | CA resident, CA return prepared |
Compliance Status
✓ All checks passedChen
✓ All checks passedPark
⚠ 1 flagRivera
Pending reviewMartinez
✦ AI ran 34 rule checks in under 30 seconds
✦
AI Flag — Rivera, Carlos
Reported home office deduction of $6,400 exceeds AI-estimated eligible amount of $4,200 based on square footage ratio provided. Review calculation →
Client Summary — Park, Jennifer
AI-drafted · Awaiting your review before send
✦
Draft
AI-Drafted Client Email
Subject: Your 2024 Tax Return is Ready — Good News!
Hi Jennifer,
Your 2024 federal and state tax returns are complete and ready for your review.
Federal refund: $2,840
This is higher than last year due to increased withholding from your new employer.
This is higher than last year due to increased withholding from your new employer.
California state: $340 owed
Due April 15, 2025. I've included payment instructions.
Due April 15, 2025. I've included payment instructions.
Please review and sign the attached documents to authorize e-filing. Let me know if you have any questions!
Delivery Queue
→ Park, JenniferDraft ready
Chen, PatriciaDraft ready
Martinez LLCIn review
Okonkwo & SonsBlocked — docs
✦
AI Summary Stats
AI converted all tax jargon to plain language. Estimated client comprehension time: 2 min vs. 15 min for standard letter.
This season: AI drafted 18 client emails. ~9 hours saved on client communication.
All Clients
Tax Season 2025 · 12 active
| Name | Type | Stage | AI Status | Due | Progress |
|---|---|---|---|---|---|
| Martinez LLC | S-Corp | Expert Review | ✦ Pre-briefed | Apr 15 | |
| Chen, Patricia | Individual | Compliance | ✦ Checked | Apr 15 | |
| Park, Jennifer | Individual | Ready to Send | ✦ Draft ready | Apr 15 | |
| Okonkwo & Sons | Partnership | Missing Docs | 2 flagged | Apr 15 | |
| Rivera, Carlos | Individual | Compliance Flag | 1 flag | Apr 15 |
AI Preferences
Auto-Processing
Auto-classify incoming documents
AI normalizes formats and extracts fields on arrival
Pre-match reconciliation items
AI matches transactions before you open the file
Generate context briefs
AI summarizes client history before expert review
Draft client communications
AI drafts plain-language emails for your approval