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D

Signal Detection

Tax Return Scanner

Analyze tax-return content from a source artifact and return recommended advisory playbooks with confidence scores and savings ranges.

Scan Tax Return

Enter a source artifact ID that contains tax-return content. The scanner will analyze it and recommend advisory playbooks.

Client-ready Deliverable

See the finished advisory deliverable

Tax-return scanning now sits next to a viewable client-ready advisory proposal so the recommended outcome is visible immediately.

Surface

advisory proposal

State

viewable

Route

/pf/pf_demo_schedule_c