We're excited to announce the latest update to our platform with enhanced interactive capabilities for tax return analysis. This update introduces powerful new functionality that allows you to refine and customize your tax analysis outputs in real-time, making your workflow more efficient and tailored to your specific needs.
New Features
Interactive Tax Return Analysis
You can now dynamically modify the output of your tax return analysis through conversational commands. Once you run the tax return analysis and receive the initial output, you can respond in the chat to make adjustments such as:
- Remove a Strategy: Eliminate strategies that aren't applicable to your client's situation
- Add a Strategy: Include additional tax strategies that should be considered
- Change Justification Wording: Modify specific language to match your client's requirements
- Toggle Recommendations: Switch recommendations from "not recommended" to "recommended" and vice versa
The updated analysis will be immediately available in your tax return analysis report, streamlining your review process and ensuring accuracy.
Improvements
- Enhanced Summary Clarity: The tax return analysis summary now provides more concise, focused information that highlights the specific details you need to know about the return.
- Streamlined Chat Interface: Cleaned up the chat window by removing the double chevron, creating a cleaner and more intuitive user experience.
- Key Financial Metrics: Important numbers from the tax return are now prominently displayed in the summary, giving you quick access to critical financial data.
We hope these updates significantly enhance your tax analysis workflow and provide greater control over your client deliverables. As always, we are committed to continuously improving your experience and appreciate your feedback. Stay tuned for more updates!