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Aiwyn Tax
Aiwyn Tax integration for AI agents
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#taxes
Dhruv
9:18 AM
Q3 tax filings are piling up across 24 clients. Pull the current engagement status for each so I can see who is on track.
Bunny
APP
9:19 AM
Q3 status pulled for all 24 engagements: 17 on track, 4 waiting on client docs, 3 in review. Green or flagged in the tracker now.
Dhruv
9:24 AM
Perfect, thank you.
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#estimates
Dylan
8:31 AM
Greenway Dental asked for an updated federal estimate. Check their current parsing state and what is still missing.
Brew
APP
8:32 AM
Estimate is ready at $84,210 federal and $9,880 state. Two 1099-NECs are still missing from Greenway, so I tagged them in the request list.
Dylan
8:38 AM
Got it, that works.
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#docs
Eldar
9:00 AM
Which engagements are still waiting on documents from the client?
Pea
APP
9:02 AM
Hillcrest Realty and Miller LLP both have unparsed documents pending, and Hillcrest's $132,040 estimate cannot finalize until they upload.
Eldar
9:05 AM
Nice, quick turnaround.
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