What it does
Command Center Dashboard
Firm-wide KPIs across active engagements, documents processed, AI review completion, and open exceptions, in one view.
7-Stage Readiness Tracking
Every engagement shows a pipeline from information gathering through extraction, validation, evidence review, professional review and finalization, with an overall AI readiness score.
Document Intelligence
A filterable, categorized document library per engagement with live extraction status.
Exception & Finding Management
An AI-surfaced findings queue with one-click actions — draft an information request, mark reviewed, assign, dismiss — and a source-linked evidence dialog.
Human-in-the-Loop Review
Every AI finding routes to a named reviewing professional before anything is finalized, with full traceability back to the originating document and page.
Workflow Orchestration
Manages the full engagement lifecycle end to end, culminating in an executive summary for partner review.
Inside the product
Who it's for
Tax and audit teams — engagement owners, reviewing professionals, and partners — at accounting and advisory firms managing multiple concurrent client engagements.
An Accounting Firm Regains Visibility Across 248 Concurrent Engagements
A mid-size accounting firm running hundreds of tax and audit engagements in parallel struggled to know, at a glance, which engagements were on track and which findings were still waiting on a reviewer.
DIGITARAX Tax & Audit Intelligence extracts and validates documents automatically, surfaces exceptions the moment they're found, and gives partners one command-center view of readiness across every engagement.
In this scenario, the firm could see AI review completion and open exceptions across the whole engagement portfolio in real time, instead of chasing status updates one engagement at a time.
This is an illustrative scenario built to show how Tax & Audit Intelligence works, not a report of a named client engagement. Actual results vary and should be validated during a proof of concept.
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