Product model

System overview

IntelligentTax connects platform operations, tax-firm service delivery, client document collaboration, accounting, and tax compliance in a tenant-isolated product.

What IntelligentTax covers

Platform operations

Firms, plans and quotas, accounts and security, LLM providers and usage, storage, automation runs, and audit records.

Tax-firm operations

Client lifecycle, staff access, recognition monitoring, templates, tags, audits, and cross-client follow-up.

Client collaboration

Invoice-file upload, batch visibility, and re-upload follow-up through a focused client portal.

Client workspace

Company settings, files, invoices, counterparties, accounts, vouchers, ledgers, fixed assets, EWT, and filing packages.

Portals and boundaries

PlatformService operatorCross-firm configuration and observability

Tax firmTax and accounting service staffFirm administration plus client workspace access

ClientClient business userDocument upload and follow-up

This manual is organized by business capability rather than by role. Portal boundaries are shown only where they affect how a task starts or what data it can reach.

Core business flow

01
Client or firm uploads source documents
02
Files enter recognition and invoice review
03
Confirmed invoices support voucher preparation
04
Posted vouchers update ledger views
05
Tax workpapers and filing packages use the verified source data

How documentation status works

Available

The route and workflow exist in current code and receive complete operating instructions.

Beta

The function is implemented but may still receive material workflow refinements.

Partially available

The menu groups implemented and planned child functions, or exposes a deliberately limited first stage.

Planned