Two-pass review
Preparer reviews data and supporting documents, then a second pass on the final return.
Risk flags
Low / medium / high risk labels with internal notes on every flagged line.
Secure messaging
Encrypted, audit-logged messages between you and your preparer.
Client approval
Review summary, accept disclosures, sign consent, and approve filing — all in-app.
Credentialed staff
Reviews performed by CPAs, EAs, and AFSP participants in good standing.
Year-round availability
Reach your preparer between filings for notices, amendments, and planning.
Average review turnaround: 24 hours
Complex returns may take longer; you'll see the status live on your dashboard.