Prepare and review
Reviewer Agent
It examines a prepared return and flags what a reviewer would otherwise have to find, so review starts from a cleaner return.
What it does
- Critically examines prepared returns.
- Surfaces audit flags, omissions, inconsistencies and missed opportunities.
- Works on returns from the Preparer Agent and on returns prepared in external software.
What it works from
- The prepared return.
- The client record it was prepared from.
Who decides
A human reviewer examines the return and decides. The Reviewer Agent is a first pass, and nothing is final until a person approves it. Every Agent drafts and assists; a qualified member of your firm reviews and decides.
Questions about the Reviewer Agent
- Is the Reviewer Agent tested by tax practitioners?
- Yes. The Agents are continuously tested by a panel of tax practitioners.
- Does it approve returns?
- No. It flags issues. A qualified reviewer decides.
- Can it review returns prepared in other software?
- Yes. Returns prepared by external software, or by the Preparer Agent, can be reviewed so anomalies are corrected before they reach a human reviewer.
- Why put it before the human reviewer?
- So the reviewer's time goes to judgment, not to catching issues a first pass could have caught.
See it on your own returns
Book a 30-minute walkthrough, or start the trial and try it against a real engagement.
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