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Resources · Tax-audit workflow tools

Keep the whole file at hand.

Three practical panels for the season: ask for the right evidence, keep exceptions visible, and give the partner a clean close-out view. Nothing is hidden behind a dead card.

Client data request

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Open control centre

Designed for the handoff.

The client request is what leaves the firm. The exception register is what stays with the team. The partner pack is what makes the final review short and honest. Export each view when it changes, then retain the evidence behind the status.