Tax readiness packet
An organized set of records, gaps, estimates, questions, and review notes prepared before filing.
Source: BestUseCaseGlossary
Missing-item checklist
A list of documents or facts still needed to complete the preparation packet.
Source: ProductFeatureSetExpense categorization
Assigning a proposed label to a transaction while retaining its source and review status.
Source: CoreAgentOrAutomationDocument extraction
Reading structured values from supplied forms or receipts for verification and organization.
Source: CoreAgentOrAutomationQuarterly estimator
A planned tool that produces an estimate for review rather than final tax advice.
Source: ProductFeatureSetProfessional handoff
Routing an organized packet and open questions to a qualified tax reviewer.
Source: OutcomePromiseTax questionnaire
A structured intake for the facts needed to organize a readiness workflow.
Source: ProductFeatureSetSecure document vault
The planned controlled area for permissioned tax records.
Source: ProductFeatureSetClarifying question
A targeted request for missing context before a proposed classification or estimate advances.
Source: AgentWorkflowConfidence threshold
The level below which extracted or classified information pauses for human review.
Source: AgenticAutonomyAndSafetyModelNotice triage
Organizing a tax notice and its open issues before professional handling.
Source: ProductFeatureSetAudit trail
The recorded sources, corrections, approvals, and handoff states behind a packet.
Source: TrustSafetyComplianceFiling handoff
The transfer of reviewed preparation material toward a qualified filing process.
Source: AgentWorkflowException queue
The review list for regulated, uncertain, sensitive, or high-impact items.
Source: AgenticAutonomyAndSafetyModelTax position
A consequential interpretation requiring appropriate facts and professional judgment.
Source: TrustSafetyComplianceTenant isolation
Keeping one customer or practice workspace separate from another.
Source: AgenticAutonomyAndSafetyModelSource record
The supplied document or transaction supporting a proposed packet entry.
Source: ArtifactCaptureStrategyHuman-reviewed estimate
A preliminary calculation that remains distinct from final advice or filing.
Source: OutcomePromise