All Cases
Switch to Agentic ViewManage every engagement with filters by scenario, stage, and risk.
Total Cases
7
Ready to E-file
1
High Risk
3
Hours Saved
24.5h
FAM-2025-001
2025 · 1040
Due: Oct 15, 2026
Extension: Accepted11 months ago
IMM-001
2025 · 1040
Due: Apr 15, 2026
11 months ago
High Risk Detected
DIV-004
2025 · 1040
Due: Apr 15, 2026
11 months ago
High Risk Detected
FAM-2024-NOTICE
2024 · NOTICE
Due: Mar 30, 2025
11 months ago
High Risk Detected
ENT-2025-004
2025 · 1065
Due: Sep 15, 2026
Extension: Filed11 months ago
PROP-003
2025 · 1040
Due: Apr 15, 2026
11 months ago
FAM-2024-001
2024 · 1040
Due: Apr 15, 2025
over 1 year ago
FAM-2025-0012025 · 1040 | Needs Review | Oct 15, 2026Extension: Accepted | Review & Issues | 75% | Medium | 4.5h | |
IMM-0012025 · 1040 | Intake | Apr 15, 2026 | Intake & Documents | 30% | High | 3.5h | |
DIV-0042025 · 1040 | Ready to E-file | Apr 15, 2026 | Send to Tax Software | 95% | High | 5.0h | |
FAM-2024-NOTICE2024 · NOTICE | In Prep | Mar 30, 2025 | Document Review | 40% | High | 0.0h | |
ENT-2025-0042025 · 1065 | In Prep | Sep 15, 2026Extension: Filed | Tax Input Preparation | 60% | Medium | 6.0h | |
PROP-0032025 · 1040 | Needs Review | Apr 15, 2026 | Review & Issues | 85% | Medium | 2.0h | |
FAM-2024-0012024 · 1040 | Filed | Apr 15, 2025 | Client Summary | 100% | Low | 3.5h |