Before you start
Review notes stay in your browser
Statuses, owners and notes are stored in this browser on this device. They are not shared with colleagues and may be lost if you clear your browser data
A link shares the selection
A shared link opens the relevant view in the same report. It does not include your locally stored review notes
The setup follows the client's needs
The demo contains example checks. Further analyses, central review storage and compliance outputs are configured around the available data and the organisation's requirements
Read more about the approach and client implementation on the TaxPoint Intelligence page