Every draft return, checked line by line before it's filed.
Fidelis checks the draft against the client's records, last year's return and current federal and state law. Your preparer gets back a short, ranked list of exactly what to fix, with the proof attached to every item.
For tax and accounting firms. The review never changes the return and never contacts your client.
The review is the hardest part of the return to staff.
Four problems every firm knows, and one service that answers all of them.
Good reviewers are hard to find
Experienced reviewers who catch what the software misses are scarce, and the busy season makes it worse.
And hard to afford
A senior reviewer is one of the most expensive seats in the firm. Most firms cannot justify one per preparer.
Reviews take time
Depending on the return, a careful review takes from minutes to days, right when deadlines are closest.
Nobody knows the client like you do
An outside reviewer lacks the year's context. Upload last year's return, the books and the client's emails with the draft, and the review checks against them.
"A time-saver, a cost-saver, and a tax expert at your fingertips."The preparer stops being the review. They work a punch list instead of hunting for errors.
From hunting for errors to working a list.
Today
- 1Review the whole return line by line, or skip parts under deadline pressure.
- 2Tie the books to the return, roll prior-year carryforwards and check K-1s by hand.
- 3Research the law for every judgment position.
With Fidelis Return Review
- ✓Work a ranked list of specific fixes with the proof attached.
- ✓Done by fixed rules; failures arrive with the numbers already computed.
- ✓Positions arrive with the governing authority quoted and an examiner's view of the risk.
Five steps in your firm's own portal.
Each firm signs in to its own secure portal. Your preparers start a review, upload the draft and follow it to the report.
- 1Describe the return
Your client ID, tax year, return type, tax software and the states filed.
- 2Upload documents
The draft return as one PDF. Add last year's return, source documents and client emails to make the review sharper. Connect QuickBooks Online or Xero if the client uses them.
- 3Authorize and submit
Confirm the taxpayer's written consent and the authorization statement, then submit. The files are locked.
- 4Fidelis reviews it
Fixed tie-outs first, then specialist reviews of each section, then every finding checked against the law for the return's tax year.
- 5Work the report
Download the report and the punch-list workbook, mark each finding fixed or won't fix, and send the corrected draft for a re-check.
Proof, not opinion.
Proof, not opinion
Every finding carries the return page it is on, the source document that contradicts it, the dollar effect and how it was computed. A finding without evidence is not delivered.
Arithmetic before judgment
The costly errors are usually mechanical, and most produce no software diagnostic. Fixed, rule-based tie-outs run first; judgment is used only where it is actually needed.
Two readers, not one
Two independent extractors read the return. Every number where they disagree is re-read and settled before anything else runs.
Coverage is a number
The report states how many checks were performed and lists every check that could not run, and why. Nothing untested is presented as passed.
Law is cited, never remembered
Every legal authority in a finding is retrieved from the tax law library and quoted, for the tax year of the return.
The firm stays in control
The review never changes the return, the tax software, the books or the client file, and never contacts the client. Your firm decides and signs.
A ranked work list, sized by tax effect.
For the preparer. Each finding: form and line, as drafted versus correct, tax effect, evidence and the exact fix to key in your software.
For the reviewer or partner. The verdict, counts by severity, the dollars at stake and the questions that need a licensed answer.
The positions an IRS examiner would question, the documentation to keep and the disclosures required.
Reprint the return and the review confirms each finding fixed, partly fixed or still open, and looks for new errors where the return changed.
Severity is defined, not felt
Every review ends with a verdict
Supported returns
Built for tax return information.
Fidelis receives your files as a service provider to your firm, only to perform the review you request.
Invited firms only
No public sign-up. Every sign-in needs the invited email, a one-time code and an authenticator app.
Federal rules
Handled under IRC 6713 and 7216, the Gramm-Leach-Bliley Act and the FTC Safeguards Rule, with the taxpayer's written consent recorded on every review.
Removed on a schedule
Uploads are removed after 30 days and reports after 90, or sooner when your firm asks.
Each firm kept separate
Each firm's data is kept apart from every other firm's. Client files are used only for that client's review.
Hands off the return
The review never changes the return, the software or the books, and never contacts your client.
Logged and monitored
All access and activity in the portal are logged. Download links are made when clicked and expire after two minutes.
See it on one of your returns.
Book a call to talk through your firm's returns and how the review fits your season. Already invited? Sign in to your firm's portal.