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, the shared standard chart, 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

Overview; Source Documents with Invoices, Withholding Tax, and File Management; Tax Filings; Accounting with Journal Vouchers, Fixed Assets, and Ledgers; and Setup with Company Profile and Customers & Suppliers.

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 invoice recognition, review, and withholding-tax work
03
Verified source facts support Tax Filings
04
Controlled source results create or support Journal Vouchers
05
Posted vouchers update Ledgers while Fixed Assets remains part of Accounting

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

This capability is planned. Operating instructions will be published only after the feature is implemented and verified.

Planned capabilities

Planned

These future capabilities are not represented as working product features and have no promised release dates here.

Tax burden analysis and planning

Tax-burden analysis and planning tools beyond current filing workpapers.

This capability is planned. Operating instructions will be published only after the feature is implemented and verified.

Direct BIR submission and automatic payment

Direct external submission and automated payment capabilities are not part of the current implementation.

This capability is planned. Operating instructions will be published only after the feature is implemented and verified.

Client online filing approval

A client-portal approval experience for filing packages.

This capability is planned. Operating instructions will be published only after the feature is implemented and verified.