Extracted values sit beside their source documents, and low-confidence fields and validation exceptions are surfaced for a decision.

Review turns into reconstruction: the reviewer spends the hour finding the evidence rather than exercising judgment on the exceptions.

Exceptions, source links, validation, decisions.

01/Capabilities

What Review does today.

Available now

Review extracted values beside their source documents.

Scope Extracted value shown beside the page and anchor it came from.

Limit Anchoring depends on document quality; a poor scan lands you on the page rather than the field.

Verified 2026-08-01

Available now

Fields the system is unsure about are raised rather than passed through silently.

Scope Flagging fields the extraction is not confident about.

Verified 2026-08-01

Available now

Mismatches between documents are raised as exceptions.

Scope Checks that compare values across documents and against the prior year.

Verified 2026-08-01

Available now

Every exception ends in a recorded human decision.

Scope Accept, correct, escalate or document a judgment, with history.

Verified 2026-08-01

02/Scope

03/Security

Client documents and tax data are encrypted during transmission and while stored.
Each firm operates in a logically isolated workspace, and access is assigned according to responsibility.
Multi-factor authentication and role-based access are available.
Material actions involving documents, client data, review, and financial information are recorded with the actor and timestamp.
TaxScout maintains encrypted backups that support recovery and continuity.
Customer data is not used to train shared models.
TaxScout hosts customer data in the United States.
Security controls are mapped to relevant professional-firm requirements.

Control detail and current assurance status: /security.

04/The rest of the workflow

Portal, intake, documents, reminders.

Document processing, workpapers, research, prior year.

Handoff, signature, communication, billing, archive.

·/Limitations

Source highlighting depends on document quality and OCR anchoring.
TaxScout assists preparation and review; it does not replace professional judgment.
Full lineage from source through calculation is not claimed — calculation happens in your tax engine.

A single 1040 from client documents to CPA review, labelled for what it is.