Demos
SafeSend Review Clone
Delivered dashboard and review progress
Role
Delivered Dashboard
Delivered
41
New Added
9
Pending
6
Review Progress - Northline Surgical Group
Requested itemStatusUploaded fileAI matchRoute
W-2ReceivedW-2 - Household Wages.pdfMatchedSurePrep-ready
1099-BReceived1099 - E-Trade 1209.pdfCorrected by acct #SurePrep-ready
Charitable giftsReceivedDonation - Foundation Gift.pdfExtra documentBinder/manual
OrganizerSignedOrganizer Upload.pdfVerifiedWorkpapers
Brokerage 1099PendingNot receivedOpenClient follow-up
Progress
Received4/5
Duplicates blocked3
Needs staff review1
User pain solved
No more ZIP downloads, manual unzips, duplicate sorting, or guessing which files are new.