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Review Command
Manager and reviewer operations
Role
Review Command
Manager control for tax season
Queue by risk, confidence, preparer, reviewer, SLA, and client-upload readiness.
Ready Review
29
Batches awaiting approval
Exceptions
11
Low confidence or conflict
Avg Touch Time
2.7m
Median review per batch
Auto-Filed
73%
Above policy threshold
SafeSend / Gather AI Intake
Newly-added documents, corrected before filing
| Upload | Detected Type | Lane | Control |
|---|---|---|---|
| 1099 - E-Trade 1209.pdf | Standard tax doc | SurePrep-ready | Matched by account number |
| Donation - Foundation Gift.pdf | Nonstandard support | Binder/manual lane | Do not send to verify |
| W-2 - Household Wages.pdf | Standard tax doc | SurePrep-ready | Auto-routed |
| Organizer Upload.pdf | Client support | Workpapers | Needs preparer review |
Automation Replaces Manual Work
Download newly added only
Detect duplicates before unzip
Correct bad account/document pairings
Move standard docs to SurePrep-ready lane
Notify preparer when files are ready
| Client | Issue | Owner | Confidence | SLA | Action |
|---|---|---|---|---|---|
Bennett Family Holdings UT-2026-00418 | Final reviewer approval | Jordan Park | 98% | Today | |
Northline Surgical Group TC-2026-00291 | Brokerage bundle needs page boundary approval | Tom Grady | 84% | Today | |
Morrison Ventures LP SP-2026-00177 | Final reviewer approval | Jordan Park | 91% | Today | |
Redstone Dental Partners UT-2026-00396 | Unmatched pages and state return ambiguity | Tom Grady | 71% | Due now |