The Tax War Room tracks tax return progress, deadlines, and team workload at a glance, and the agent moves each return through its stages on its own.
Track tax return progress, deadlines, and team workload at a glance.
Every return, its stages, its deadline, and its owner, in one filterable board across each tax cycle.
Each return moves through its stages, from document request to e-file, showing Not Started, In Progress, or Completed at a glance.
The agent works each stage on its own, retries on failure, and surfaces anything that needs a human.
Every IRS deadline is computed and holiday-adjusted, with your firm's own due dates layered on top.
Returns flag themselves At Risk, Watch, or On Track by priority and days left, so nothing slips.
Work three cycles at once, prior-year extensions, this season, and next, and mark extensions with the right forms.
Every return has assignees. Group the board by deadline or assignee to balance the team's load.
It depends on the return. Individual (1040) returns run from Review Workpaper & Document Request through Data Extraction & Review, Prepare in Tax Software, Review in Tax Software, and Complete & E-File. Business returns follow their own stage set. Each stage shows Not Started, In Progress, or Completed.
Each stage is driven by an automated agent job that advances the work on its own, extracting documents, preparing the return, and moving to the next stage. It retries on failure and flags anything that needs a human, so your team reviews rather than clicks through every step.
Firms genuinely work several cycles at once, so the War Room separates them, prior-year extensions, the current season, and next season's pre-staged returns. A return can be marked on extension, which moves it to the extension deadline with the right form.
Both. Filter by assignee to focus on your own work, or view the entire pipeline across every client, return type, and cycle, grouped by deadline or assignee.
Run tax season from one board.
Every return has a stage, a deadline, and an owner, and the agent keeps each one moving, so your team reviews instead of chasing.