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