EXAMPLES

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These examples are based on systems Calyer has built. Names, volumes, dates, and results are illustrative.

EXAMPLE · TAX RETURN REVIEW

Tax Return Review

See an example tax return review system for uploads, preparer checks, reviewer exceptions, notes, and final sign-off. Works with UltraTax, Drake, TaxDome, and the tools your firm already uses.

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EXAMPLE · BOOKKEEPING

Bookkeeping Classification and Review

See an example bookkeeping system for statement intake, transaction classification, review, learning, exports, and QuickBooks posting. Works with QuickBooks, Xero, and the tools your firm already uses.

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