Reviewed product guidance
Preparation summaries
Generate an on-demand snapshot of received, missing, and blocked checklist work.
Preparation summaries: available
Available in early access
A firm user can generate an on-demand preparation summary for an engagement. The summary reflects recorded checklist state, missing items, reminder history, and blockers.
Professional review
A preparation summary is workflow context, not accounting, tax, or legal advice. Review it against the client record and the firm’s professional requirements before acting.