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Client files at a tax practice
- The situation
- Tax assessments, receipts, correspondence and notes on one client sit in different folders and inboxes. Whoever covers for a colleague has to dig through all of it.
- How AITEZA helps
- Each client gets a dataroom with a sub-room per year. Emails, assessments and receipts live there together. The colleague covering simply asks AITEZA and gets the answer with its source.
What is the deadline for objecting to the 2025 tax assessment for Example Corp?


