Experience
Workflow evidence is tied to real tax-agent journeys: client requests, document collection, review, signing, ATO lodgement preparation, and practice operations.
- Client portal request center has browser-smoke evidence for magic-link access, upload flow, and staff-link isolation.
- Practice command centers surface BAS workload, review blockers, ATO job state, due dates, and next actions.
- The product is built around Australian tax-agent workflows instead of generic document storage.