Complete product guide
Product manual
Browse 69 code-verified menu pages plus end-to-end business tutorials. Each menu keeps its own complete function and operating reference.
Common
Access, security, preferences, messages, usage, and navigation shared across the product.
Access and sign-in
Choose the correct portal, sign in, recover access, and complete MFA when requested.
Account security
Change your password and manage MFA, authenticators, and recovery codes.
Profile, language, theme, and sign-out
Maintain your visible profile and control how the current browser presents the product.
Messages
Read product notifications, follow their business link, and keep the inbox organized.
Plan usage
Review client, staff, storage, upload, and LLM allowances for the tax firm.
Workspace and list navigation
Keep the right company context while using menus, breadcrumbs, filters, tables, and pagination.
Platform
Cross-firm service operations, governance, resource controls, and observability.
Home
See the platform's firm, security, storage, and LLM operating picture at a glance.
Firms
Tenant directory and firm-level lifecycle, plan, account, and security maintenance.
Plans & Quotas
Reusable plan definitions and the operating limits assigned to tax firms.
Accounts & Security
Platform identities, fixed roles, security-event evidence, and authentication policy.
LLM Management
Provider, model, routing, call-trace, and cost-control surfaces for product AI workloads.
Resource Usage
Platform-level visibility into tax-firm resource pressure.
Task Run Observability
Observe automation templates and run history, trigger permitted operations, and retry eligible failures.
Audit Log
Read-only platform action history for operations, security, and incident follow-up.
Tax firm
Client service administration, employee access, monitoring, templates, and audit work.
Home
Review tax-firm plan usage, client follow-ups, production exceptions, and recent activity.
Client Companies & Portal Accounts
Create client companies, manage lifecycle and responsible employees, issue portal access, and enter workspaces.
Employees & Permissions
Employee identities, fixed roles, and client responsibility scopes.
Intelligent Processing Monitor
Review cross-client invoice-recognition volume, failures, review demand, and task evidence.
Audit Log
Trace firm and client-workspace actions by actor, target, result, risk, reason, and safe detail.
Settings
Firm-level reusable account templates and counterparty classification tags.
Client
Focused document submission and follow-up for client business users.
Client workspace
Company-scoped files, invoices, accounting, tax, asset, counterparty, and setting workflows.
Home
Review one client's open document, recognition, invoice, and voucher work plus current-period progress.
Files
Find source files by batch, status, name, archive parent, and linked attachment context.
Accounting
Client chart, vouchers, ledger, and planned period close.
Invoices
Unified, input-preset, and output-preset views over one complete invoice workflow.
Tax
Create filing packages, generate workpapers, resolve readiness, review, record external submission/payment, export, and archive.
Expanded Withholding Tax
Review EWT records, evidence and periods, run reconciliation, explain differences, and generate/deliver BIR Form 2307.
Reports
Planned financial statement and configurable reporting module.
Assets
Partially available asset module with implemented fixed-asset initialization and confirmation.
Counterparties
Shared customer/supplier identity and tax master data with three independent menu presets.
Settings
Available company master data plus planned user, period, and certificate administration.
Access & workspace
02Invoices & documents
04Upload invoices from the client portal
Send invoice files to the tax firm and follow the status of each upload batch.
Review workspace files
Find uploaded files, their processing status, and the business record that uses them.
Find and review invoices
Use the invoice library to filter input and output invoices, prioritize exceptions, and continue review.
Create a manual invoice
Record an input or output invoice manually when no usable imported draft is available.
Accounting
05Maintain counterparties
Keep customer and supplier identities, tax details, roles, and tags ready for invoice and accounting use.
Set up the chart of accounts
Initialize and maintain a hierarchical chart of accounts for vouchers and ledgers.
Prepare and post vouchers
Create, complete, review, and post accounting vouchers while keeping debit and credit totals balanced.
Review ledgers and balances
Use read-only balance, general-ledger, and subsidiary-ledger views to inspect posted activity.
Maintain fixed assets and depreciation
Register purchases and transfers, then review monthly straight-line depreciation schedules.
Tax compliance
02Prepare a tax filing package
Build a filing workpaper, check readiness, review source documents, and track submission, payment, or archive status.
Manage EWT and Form 2307
Review withholding decisions for input invoices, maintain Form 2307 versions, reconcile records, and prepare EWT filing packages.
Operations & administration
02Manage clients and monitor firm work
Use the tax-firm portal to manage client companies, staff access, recognition exceptions, audit records, templates, and tags.
Operate the IntelligentTax platform
Manage firms, plans, security, LLM resources, storage, automation runs, and platform audit records.
This capability is planned. Operating instructions will be published only after the feature is implemented and verified. See 7 planning groups →