A comprehensive review, wherever it happens in your firm.
Whether your senior runs it before submitting, or your manager or partner runs it at sign-off, Taxpartna works through a completed year-end compliance job with 45+ cross-checks and compliance checks across the financials, the return and your workpapers.
The year-end review workflow
A completed job moves from preparation to sign-off. Once the job is finished, Taxpartna can be run at whichever review level suits your firm: by the senior, the manager or the partner.
Job prepared
Financials, return and workpapers completed
Senior accountant
Completes the job to the best of their ability and submits for final review
Manager review
Works through findings and review notes
Partner sign-off
Final judgement and sign-off on the job
Send out & lodge
With a documented review report on file
One run, shared by everyone. Whoever runs it, the results, review notes and report sit with the job, so the senior, manager and partner all work from the same findings.
The spectrum of job reviews
Not every review is the same. Taxpartna is designed for the final-review end of the spectrum: a finished job, checked before send-out.
Senior runs it before final review
The senior accountant processes the completed job through Taxpartna, then submits it with the results. The manager and partner collaborate on the findings and the report.
- First pass done before it queues
- Shared results and review notes
- Report retained on file
Manager or partner runs it at final review
The senior submits the finished job as usual, and the manager or partner runs Taxpartna as part of their final review before sign-off.
- Reviewer starts from flagged items
- Same checks, every job
- Sign-off and export in one place
Senior’s preliminary review of a graduate’s job
A training-style review of a new graduate’s work needs nuance and professional judgement. The reviewer has to get deep into the documentation and background and assess whether the graduate understands it all.
- Professional development assessment
- Coaching and feedback on approach
- Judging the graduate’s understanding
What Taxpartna is for
Final review of a completed year-end compliance job, run by the senior before submission or by the manager or partner at review.
It reconciles your documents against each other and against the rules, so the reviewer’s time goes on judgement, not ticking and tying.
What it isn’t for
Preliminary, training-style reviews of a graduate’s work. Those need a reviewer to dig into the background, coach the approach and assess understanding.
That’s a professional development conversation, and it belongs with your people.