Tax Return Review System

AI-Assisted Quality Control for Tax Offices With a Team

Your preparers enter the returns. Your office is responsible for reviewing the work.

The Tax Return Review System helps tax office owners, EROs, service bureau owners, and lead preparers cross-check client intake documents against completed Form 1040 return packages before filing.

Upload any client intake form and completed return package from professional tax software, and the system helps identify apparent:

• Taxpayer or dependent information mismatches
• Filing status concerns
• Income and withholding differences
• Missing Schedule C information
• Credit and due diligence review items
• Banking information discrepancies
• Missing or unreadable documents

Works With Your Existing Software

Designed for completed Form 1040 packages from professional tax software, including TaxSlayer, Drake, CrossLink, TaxWise, ProSeries, Lacerte, UltraTax, ATX, and more.

What You Receive

• Licensed seasonal access for one tax office
• Start Here Guide
• User Guide
• Quality Control Checklist
• Privacy and Client Data Guidelines
• Structured review workflow

How It Works

1. Upload the client intake documents.
2. Upload the completed Form 1040 package.
3. Request a consistency review.
4. Review flagged items before filing.

Launch Price

$297 Per Tax Office, Per Filing Season

Regular Price: $697

After purchase, complete the Access Registration and License Agreement to receive approved access instructions.

Important Notice

This tool assists with internal quality-control review only. It does not prepare, approve, sign, transmit, or authorize a tax return for filing. Final preparer review, document verification, data protection, and required due diligence remain the responsibility of the purchasing tax office.

Access is licensed for one tax office and may not be shared, resold, copied, reverse engineered, or used to create a competing product.