Rupee Compass guide
Manual Tax Handoff vs a Tracked CA Workflow
Compare chat-based document exchange with assigned tasks, statuses, and account-linked files.
Why this matters
Tax work becomes difficult to audit when files, questions, ownership, and completion status are split across chat threads.
Where Rupee Compass fits
A tracked workflow keeps task ownership, document history, and status tied to the correct authenticated account.
Product capabilities covered
- task ownership
- status history
- document boundaries
- account-linked review