In development
Document intake
One place to gather the documents a return depends on.
- Structured requests per client
- Clear view of what is outstanding
- Documents linked to the return they support
The Taxyfi platform
One client return.
The whole team
on the same page.
A shared workspace being built to connect the documents, preparation and professional review behind every return.
Jurisdiction-aware by design. Human approval at every critical hand-off.
Request a demoTaxyfi / Practice workspaceDESIGN CONCEPT
JERSEY / PERSONAL TAX
Client returns
04
Awaiting documents
07
In preparation
03
Ready for review
CLIENT / RETURNWORKFLOW STATUS
Client A
Personal return
Client B
Personal return
Client C
Personal return
Human sign-off before submission
RETURN DETAIL
Client A / Review
Collect
Prepare
Review
Submit
Document tracker
Income statement
Interest certificate
Professional sign-off
PreparerSigned off
ReviewerPending
Submission is planned and depends on jurisdiction support.
The intended workflow
A clear next step, at every stage.
- 01
Collect
Know what you have. See what is missing.
Document intake
- 02
Prepare
Bring client information into a guided return.
Local rules & validation
- 03
Review
Give your reviewer context, not another email chain.
Human approval
- 04
Submit
Move an approved return to export or filing, where supported.
Planned · jurisdiction dependent
Capabilities
What we’re building.
Where it stands.
Current statuses, not promises of availability. Specific capabilities depend on jurisdiction.
In development
Guided data entry
Forms shaped around local return structures, not generic templates.
- Jurisdiction-aware sections
- Fewer repeated inputs across years
- Prompts where information is commonly missed
In development
Calculations and validation
Versioned rule sets that apply calculations consistently and flag inconsistencies.
- Deterministic, versioned local rules
- Validation before review
- Clear trace of how a figure was reached
In development
Team collaboration
Preparers and reviewers working on the same record, with clear hand-offs.
- Assign preparer and reviewer
- Review notes on the record
- Sign-off before a return moves on
In development
Client records
A consistent record for each client, carried forward year to year.
- Prior-year context in view
- Client details held once
- Return history per client
In development
Deadline overview
A firm-wide view of what is due, what is stuck and what is ready.
- Status across the portfolio
- Upcoming deadlines at a glance
- Bottlenecks surfaced early
Planned
Export and filing integration
Export prepared returns and, where a jurisdiction supports it, connect to filing channels.
- Structured exports
- Filing connections where supported
- Capabilities depend on jurisdiction
Built on professional oversight
Trust starts with knowing
who checks the work.
People approve
A preparer completes the draft. A qualified reviewer checks it. A person signs off before it moves on.
Rules remain deterministic
Versioned local tax rules underpin intended calculations. AI never independently decides a liability.
Privacy by design
Role-based access, traceable actions and minimal data collection are design priorities, not claims of certification.
We’ll discuss the security measures that actually exist during your demo.
Future direction / AI roadmap
Assist the professional.
Never replace the judgement.
These are roadmap concepts, not current features. Every suggestion would require human approval. No autonomous filing.
- Source-linked extraction
- Propose values from documents, with source references and confidence indicators.
- Consistency checks
- Surface unusual entries and exceptions for a reviewer to investigate.
- Workflow suggestions
- Highlight what may need attention next across a portfolio.
A conversation, not a commitment
See how Taxyfi could fit your firm.
Tell us about your workflow and jurisdiction. We'll arrange a conversation and a walkthrough of the product as it stands today.