Document review

Tax verification

Bring tax form verification and rule maintenance into a reviewable workflow.

Built forFinance and billing teams that review tax exemption documents across many states.

U.S. coverage map with states colored by registry review status — Coverage map: each state colored by how thoroughly its rules have been reviewed.

The problem

What was getting in the way.

Each state accepts different exemption documents under different rules, and those rules change. Reviewing a customer's form by hand is slow, inconsistent, and hard to audit afterwards.

California selected with the legal detail inspector open — Jurisdiction detail: authorities, accepted forms and review status for one state.

What we built

How the system works.

A verification workflow backed by a registry of jurisdiction rules. A coverage map shows how thoroughly each state's rules have been audited, a reference view explains what each jurisdiction accepts, and document checks produce an accept, fix or reject verdict that cites the rule it applied.

Tax form review
Traceable verification decisions
Rule maintenance with human review
U.S. jurisdiction coverage map

Directory of all jurisdictions with trust, accepted forms and freshness

Directory of all jurisdictions with rule freshness and open questions.

New verification screen with document drop zone

Verify a document: drop the form, name the claimed jurisdiction, get a verdict.

What changes

consistent decisions across all jurisdictions, a visible audit trail for every verdict, and rule updates that go through human review instead of tribal knowledge.

Describes the software workflow only. Not tax or legal advice.