Virtus
Sign in

For CPA firms

Let the reviewer follow the trail.

One question, one cited answer and the page it came from, in a form a second person can check without asking.

Create accountBook a demo

Illustrative situation

Two people, one question.

The preparer

Reaches a position and needs to show where it came from, not just that it did.

The reviewer

Needs the question as asked, the sentence relied on and the page behind it, ready to open.

  1. PreparerAsks

    Did the IRS give more time for the missed QSub elections?

  2. VirtusAnswers with a citation

    The IRS concluded that the taxpayer met the requirements for more time under §§ 301.9100-1 and 301.9100-3 to make QSub elections it had missed for six subsidiaries.

  3. SourceOpens at the page

    IRS Private Letter Ruling 202627005, page 4 · Non-precedential

  4. ReviewerNotes what was checked

    Read page 4. Facts differ on entity count; see the engagement memo before relying on it.

Illustrative example. A fictional workspace. The question, answer and page are real; the reviewer’s note is invented for the illustration.

How the work goes

How a cited answer reaches review.

Four moves from the preparer’s question to a reviewed position kept with the client.

  1. [01] Preparer

    The preparer reaches a cited position.

    The answer comes back with a citation on every sentence, so the position arrives with its source rather than ahead of it.

  2. [02] Share

    Shared with the reviewer by name.

    Share the conversation with a named colleague. They open the same answer, not a pasted summary of it.

  3. [03] Review

    The reviewer opens each citation.

    Each citation opens the source at the cited page with the passage marked, so the check is made against the document.

  4. [04] Keep

    The trail stays with the engagement.

    Keep the chat, its sources, the review note and the memo together in a project for the client.

Try it

Walk the trail as the reviewer.

Take the reviewer’s seat: read the question, open the citation, check the label.

Shared chat · Missed QSub electionsIllustrative · a scripted example

Choose one to see it play.

The project view

Kept with the engagement.

Gather the sources for a client or issue in a project, with its chats and memos, and share a saved thread or memo with a named colleague. The reviewer opens the same ruling at the same passage the answer relied on.

VirtusSample workspace · illustrative data
A private project listing its research conversation, memos and the sources cited in its answers.
A private project in the sample workspace: its conversation, its memos, and the sources its answers cite.

Read next.

Give the team a trail to follow.

See how a cited answer moves from one person to the next.

Create accountBook a demoEmail support