Co-agent workflow for accounting firms

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

Who uses co-agent access?

Admin staff chasing missing slips, junior reviewers checking receipt quality, or backup coverage during tax season.

Can co-agents upload on behalf of clients?

Yes. Firm users can add files when clients email documents instead of using the portal.

Is co-agent included on all plans?

Co-agent workflows are highlighted on the Enterprise tier; confirm current plan limits on /pricing.

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