Glossary

The words, defined plainly.

Forms, filing terms and the names we use inside the product.

1098: The mortgage interest statement a lender issues showing interest paid in the year.
1099-INT: The statement a bank or other payer issues for interest income.
1099-NEC / 1099-K: Statements of nonemployee compensation and payment-card or third-party network payments, common for self-employed and gig work.
Audit log: An append-only record of sensitive actions: who did what, to which record, and when.
EFIN: An Electronic Filing Identification Number, issued by the IRS to an authorized e-file provider.
First touch: The original source of a lead — a professional's link, a partner, the house site or a manual entry — recorded once and never changed.
Form 7216 consent: A client's written consent before a preparer uses or discloses tax return information for anything beyond preparing the return — for example, sharing it with an outside support team.
Form 8879: The IRS e-file signature authorization a taxpayer signs so a preparer can transmit the return electronically.
Hold: A time slot reserved while a client finishes booking. It expires on its own if the booking isn't confirmed.
MeF: Modernized e-File, the IRS system through which authorized providers transmit returns.
Outbox: Every email and text the system sends, with the consent check that allowed or held it back.
Prep packet: The set of workpaper fields assembled from a client's documents, each linked to its source page, with confidence levels and review questions.
Readiness check: The assistant's comparison of received documents against the client's checklist before an appointment. It suggests a reminder or a later time; a person decides.
Review window: Time reserved on the calendar before an appointment so the preparer can review the packet.
Rewards ledger: The record of referral rewards as they move from pending to eligible to paid, or are reversed on refund.
Servicing preparer: The professional assigned to prepare a case, which may differ from who referred the client.
Tenant: One office's isolated space on the platform: its clients, cases, documents, team and settings.
W-2: The wage and tax statement an employer issues each year showing wages paid and taxes withheld.
White-label: Running the client portal under the office's own name and colors instead of the platform's.

See the terms in context.

Request demo See pricing

Glossary

The words, defined plainly.

Forms, filing terms and the names we use inside the product.

1098: The mortgage interest statement a lender issues showing interest paid in the year.
1099-INT: The statement a bank or other payer issues for interest income.
1099-NEC / 1099-K: Statements of nonemployee compensation and payment-card or third-party network payments, common for self-employed and gig work.
Audit log: An append-only record of sensitive actions: who did what, to which record, and when.
EFIN: An Electronic Filing Identification Number, issued by the IRS to an authorized e-file provider.
First touch: The original source of a lead — a professional's link, a partner, the house site or a manual entry — recorded once and never changed.
Form 7216 consent: A client's written consent before a preparer uses or discloses tax return information for anything beyond preparing the return — for example, sharing it with an outside support team.
Form 8879: The IRS e-file signature authorization a taxpayer signs so a preparer can transmit the return electronically.
Hold: A time slot reserved while a client finishes booking. It expires on its own if the booking isn't confirmed.
MeF: Modernized e-File, the IRS system through which authorized providers transmit returns.
Outbox: Every email and text the system sends, with the consent check that allowed or held it back.
Prep packet: The set of workpaper fields assembled from a client's documents, each linked to its source page, with confidence levels and review questions.
Readiness check: The assistant's comparison of received documents against the client's checklist before an appointment. It suggests a reminder or a later time; a person decides.
Review window: Time reserved on the calendar before an appointment so the preparer can review the packet.
Rewards ledger: The record of referral rewards as they move from pending to eligible to paid, or are reversed on refund.
Servicing preparer: The professional assigned to prepare a case, which may differ from who referred the client.
Tenant: One office's isolated space on the platform: its clients, cases, documents, team and settings.
W-2: The wage and tax statement an employer issues each year showing wages paid and taxes withheld.
White-label: Running the client portal under the office's own name and colors instead of the platform's.

See the terms in context.

Request demo See pricing