Ranked review queue
Prioritize households, filter signals, and organize opportunities in one place.
THE WORKFLOW
From tax documents to the next conversation.
A simple review process designed for tax and advisory teams. Scan for potential opportunities, examine the supporting source, and decide what deserves attention.
Five steps
Let the documents do the talking.
The software identifies financial signals; your professionals decide what they mean.
01
Set up your client list
Create households directly or bring them in from a spreadsheet. Organize the clients your team will review.
02
Add returns and source documents
Import supported PDF and image files, including tax returns and supporting forms. The application extracts relevant financial information using document-reading tools.
03
Identify potential opportunities
Opportunity rules evaluate the extracted information, using context and configurable thresholds to find potential assets, events, and planning needs.
04
Review the underlying evidence
Check the specific document, amount, and evidence status. Confirm uncertain information before treating it as a reliable lead.
05
Prioritize and follow up
Use the review queue to assign opportunities, document next steps, track follow-up dates, and keep outreach organized.
Designed for real firms
Built around your workflow.
Useful capabilities without changing the way you prepare tax returns.
Year-to-year context
Compare returns across years to spot meaningful changes and new potential needs.
Team follow-up
Assign owners, set follow-up dates, and track what has already been reviewed.
Important distinction: WealthDetect is an investment-opportunity discovery tool. It does not prepare tax returns, audit a return for tax accuracy, independently verify asset ownership, or recommend specific investments.
See it in action
Request a demo Ready to see the workflow?
Explore a walkthrough focused on how your office handles files, evidence, and follow-up.