TaxBridge AI Digest Operations

Weekly digest preview

Evaluate eligibility and configuration without sending email, exposing recipients or updating delivery timestamps. Actual delivery remains scheduler-only.

Release Readiness All Tools

Protected preview controls

Administrator keyMaximum active accounts

Due-date rule Ignore the six-day gap for preview onlyEmpty summaries Count accounts with no meaningful activity as eligible

Privacy boundary

The digest includes aggregate counts only. It excludes task titles and descriptions, report references and contents, support messages, document contents and recipient information from operational responses.