№ 01 · Workflow
Case assignments
Who assigned a case to whom, and when.
Feature · Audit log
An audit log for tax firms: every move, on the record.
When the IRS calls, a partner calls, or a former employee calls — the question is the same:“who did this, when?”. TaxSQR’s answer is a single, append-only audit log that captures every consequential action with actor and timestamp.
§ Section I · Coverage
Every move, on the record.
№ 02 · Pipeline
Stage changes
Every move from one case stage to another, with the stage it left and the one it entered.
№ 03 · Vault
Document downloads
Every download, single or bulk, by who downloaded it and when. Each document also records who uploaded it.
№ 04 · E-SIGN
E-signatures
Engagement letters and sign-up disclosures — signer, IP address and timestamp.
№ 05 · Access
Access changes
Sign-ins and failed sign-ins, invitations, role and permission changes, password and MFA changes, deactivations.
№ 06 · Review
Return review
Each return build, review and approval, by who and when.
§ Section II · Append-only
Append-only, by database design.
The database itself refuses to change or delete a log entry: a trigger on the table rejects every UPDATE, DELETE and TRUNCATE, so no code path in the application, and no query run against it, can quietly rewrite history.
№ 01
Append-only
A database trigger rejects every UPDATE, DELETE and TRUNCATE on the log, whether it comes from the app, the admin console or raw SQL.
Append-only
№ 02
Survives deletions
Removing a user or closing a firm leaves its log entries exactly as they were written.
Intact
№ 03
In the app
Owners and office admins can search and filter their firm’s log by action, person, record and date.
Self-serve
№ 04
Firm-scoped
Each firm sees its own entries and nothing else.
Isolated
We no longer reconstruct the timeline. We read it.
— A TaxSQR firm partner