Review Dashboard
5 cases in the quality-control queue
Sample / demo data. All taxpayers, figures and findings shown are synthetic prototype content — not tax conclusions or client deliverables. Automated document extraction and AI review are not connected in this version.
| Client | Year | Return | State(s) | Preparer | Reviewer | Status | Open Issues | Round |
|---|---|---|---|---|---|---|---|---|
| Sample, Maria L. (DEMO) | 2024 | 1040 | CA | J. Alvarez | D. Okafor | Corrections Required | 9 | 1 |
| Sample, Nguyen & Partners (DEMO) | 2024 | 1065 | CA, NV | R. Patel | D. Okafor | New Review | — | — |
| Sample, Orion Systems Inc. (DEMO) | 2024 | 1120-S | CA | J. Alvarez | M. Cheng | Ready for Re-Review | — | 1 |
| Sample, Hart Family Trust (DEMO) | 2024 | 1040 | CA, AZ | R. Patel | M. Cheng | Ready for Signature | — | 2 |
| Sample, Delgado P. (DEMO) | 2024 | 1040-NR | — | M. Cheng | D. Okafor | In Review | — | 1 |