WP TieOut reads your source documents, compares them to the drafted return, and flags only the real discrepancies — then assembles an audit-ready binder and a clean sign-off trail.
Reconciling a drafted return against a pile of source documents is slow, repetitive, and exactly where costly mistakes slip through.
Reviewers eyeball every figure against W-2s, 1099s and brokerage composites — line by line, return by return.
A transposed digit or a missing 1099-B changes the refund. Catching it depends on a tired human at 9pm in April.
Who checked what, against which document? Workpapers, stamps and sign-offs live in scattered PDFs and email.
WP TieOut follows the way returns actually move through a firm — preparer, reviewer, partner.
AI extracts every source document and routes only the uncertain items to a quick human review.
Upload the drafted return; AI compares it to the source workpaper and surfaces the true discrepancies.
Source docs compile into one bookmarked PDF, organized by 1040 workflow — with stamps and marks.
The partner signs off and the return is marked ready to file — with a complete audit trail.
Stop eyeballing everything. Clean items flow through; only uncertain or mismatched figures need your eyes.
Drafted return vs. source workpaper, compared automatically — with the variance and the supporting document in one view.
Every original document compiled into one bookmarked PDF, organized by 1040 category — pages never altered.
Prepared, reviewed, partner-signed — every line and document carries who checked it and when.
Assign preparer, reviewer and signer on every return. Work hands off cleanly from one stage to the next.
A complete, exportable trail of validations, exceptions and sign-offs — ready for review or examination.
Tax data and SSNs demand real protection. WP TieOut is being built with encryption, strict access controls, and a security-first posture from day one. (Compliance details available on request as we onboard early partners.)
We're working with a small group of preparers and firms to shape WP TieOut. Add your email and we'll reach out.