Tax Return Review for Small Business Tax Preparers with QuickBooks Online
The Problem
Senior reviewers spend hours tick-and-tying Small Business Tax returns against source documents and prior year — and small-dollar variances still slip through into partner review.
What We Build in QuickBooks Online
AI reconciles each line of the return against source docs in UltraTax CS and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running QuickBooks Online — uses the native API or agent integration so nothing leaves the system of record.
QuickBooks Online Integration Approach
Audit your QuickBooks Online configuration
We map the specific QuickBooks Online objects, custom fields, and workflows the automation needs to touch for your small business tax practice.
Build on the QuickBooks Online API or agent
Integration happens inside QuickBooks Online — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in QuickBooks Online with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your QuickBooks Online instance
30-minute call. We'll look at your actual QuickBooks Online setup and show exactly how this workflow fits.