Platform
The operating layer around tax-season work.
Agentix is built around four motions: detect the work, run the routine actions, escalate exceptions, and produce the handoff.
QuickBooks Online import
Bring in vendors and identify which records need collection, review, correction, or handoff.
Workflow runs
Convert W-9 collection and 1099 readiness into managed runs with next actions.
Status-based follow-up
Reminders run from actual status: requested, opened, submitted, bounced, blocked, ready.
Exception review
Surface only the records that need human judgment or client-specific decisions.
Client readiness
Show which client files are clean, blocked, waiting, or ready for filing prep.
Handoff packs
Produce readiness exports, exception lists, audit trails, and prep summaries.
Make the workflow visible in seconds.
The dashboard should show who is ready, who is blocked, what is running, and what needs judgment.