What is it?

This feature allows users to send document requests directly from within workpapers, streamlining the process of gathering necessary documentation.

What’s the problem it solves?

It addresses the challenge of efficiently collecting supporting documents needed for tax preparation, reducing back-and-forth communication.

Why is it impactful?

By enabling document requests directly from workpapers, firms can streamline their workflow, reduce delays, and ensure all necessary documents are collected promptly.