Operations & administration
Operate the IntelligentTax platform
Manage firms, plans, security, LLM resources, storage, automation runs, and platform audit records.
When to use it
- Manage a tax firm and its plan
- Review security or audit events
- Monitor LLM, storage, and automation usage
Before you begin
- Sign in to the platform portal
- Have platform-level permission for the required module
How to use it
- 01
Choose the operating area
Use Firms, Plans & Quotas, Accounts & Security, LLM Management, Resource Usage, Task Run Observability, or Audit Log.
- 02
Narrow the scope
Filter to the required firm, resource, event, provider, route, or run before taking action.
- 03
Review dependencies and impact
For plan, security, provider, or automation changes, verify the target and downstream effect before saving or retrying.
- 04
Confirm the audit outcome
Use the relevant monitoring and audit views to verify the action’s recorded result.
System screenshot
What happens next
The selected platform resource is managed with a visible operational and audit trail.
Good to know
- Platform actions can affect multiple firms; confirm the target before saving.
- Retrying an automation run is a real operation and should follow the displayed status and error context.