Prepares returns and classifies positions — a credentialed preparer signs before anything is filed.
Tax prep is 80–90% knowledge work but carries preparer penalties (§6694/§6695) and the criminal §7216 data rule, so naive automation is dangerous.
Returns prepared and positions authority-classified; below-standard positions disclosed or escalated; a credentialed preparer signs and the taxpayer signs Form 8879 before e-file.
Intake to outcome. 🤖 steps run automatically; 🧑⚖️ steps are where a named human signs off the judgment calls.
1 of these run live on real data — keyless by default; the rest are sandbox stubs that flip to the real provider the moment you add credentials.
The autopilot escalates the judgment calls to a qualified human — the rest is straight-through.
Every autonomous decision is logged — who · what · confidence. Signed human checkpoints and a built-in compliance reviewer enforce the rails, so the outcome holds up to an audit, not just a demo. Every irreversible action runs only after a human signs — the autopilot does the volume, never the point of no return on its own.
🧑 Accountable owner: Credentialed preparer (PTIN) — one person answers for what this autopilot does.
Same buyer, adjacent function — the connectors and compliance packs are shared.