Admin tax season document workflow

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What should admins do first each morning in season?

Review missing-item dashboard, send follow-ups for outstanding slips, triage new uploads, reject unclear photos.

Can admins work without preparer licenses?

Hivi-X co-agent access is for firm staff you authorize — confirm role setup for your firm.

When is a file ready for prep?

When your firm's checklist items are approved or explicitly waived per your policy.

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