Complete product guide
Product manual
Browse 51 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, the shared standard chart, 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 shared standard accounting master data.
Client
Focused document submission and follow-up for client business users.
Client workspace
Company-scoped files, invoices, vouchers, ledgers, tax, asset, counterparty, and setting workflows that consume the firm's standard accounts.
Overview
Start client work with the client summary, annual filing board, and actionable tasks.
Source Documents
Invoices, withholding tax, and file management for the selected client.
Tax Filings
Prepare and track supported filing lifecycles from confirmed source facts.
Accounting
Journal vouchers, fixed assets, and ledgers for the selected client.
Setup
Company profile and customer or supplier master data for the selected client.
Access & workspace
01Invoices & documents
04Upload invoices from the client portal
Send invoice files to the tax firm and follow the status of each upload batch.
Use File Management
Find uploaded files, their processing status, and the business record that uses them.
Find and review invoices
Use the processing overview and tax-period query to find input and output invoices, then continue the available action.
Create a manual invoice
Record an input or output invoice manually when no usable imported draft is available.
Tax compliance
02Prepare and track Tax Filings
Prepare 2550Q, 0619-E, and 1601-EQ web returns from confirmed tax facts, review 1601-EQ QAP detail, record customer confirmation, and track filing completion.
Manage EWT and CWT records
Record, find, summarize, and trace actual EWT and CWT facts from invoice or standalone entry channels.
Accounting
04Maintain the firm standard chart
Maintain one shared account hierarchy for every client workspace in the tax firm.
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.
Setup
02Operations & administration
02Manage clients and monitor firm work
Use the tax-firm portal to manage client companies, staff access, recognition exceptions, the shared standard chart, audit records, and cross-client follow-up.
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 3 planning groups →