Solutions
Start from the source, whatever your practice.
Each role begins from a different research situation and ends at the same place: a passage you can open, on its page, with its authority in view.
- 01
Tax attorneys
Test a ruling against a fact pattern.
A ruling looks close to your client’s facts. Before it goes in a memo, read what it actually concluded and on what record.
See how it works for tax attorneys - 02
CPA firms
Let a reviewer follow the same source trail.
A preparer reaches a position. The reviewer needs the question, the answer and the page it came from without asking.
See how it works for CPA firms - 03
In-house tax
Bring the cited record into a decision.
A position needs sign-off. The people approving it should see the sources, their authority and their limits, not a conclusion alone.
See how it works for in-house tax teams - 04
Sole practitioners
Find and mark primary material efficiently.
You have a section number and an hour. Find the source, mark the passage you need and get back to the client.
See how it works for sole practitioners
Bring a real question.
See a question, its cited answer and the source page together.