Today priorities
Review overdue, upcoming and high-priority work across accessible businesses.
Customer and adviser tools
Open
Commercial checker
Complete a structured assessment and generate an explainable readiness report.
Report comparison
Compare two account-owned reports, version lineage, product scores and recorded risk reasons.
Global account search
Search accessible workspaces, tasks, owned reports and support cases.
Account activity
Review account-owned assessment, report, adviser-share and sign-in events.
Weekly digest centre
Preview counts, review delivery status and send a safe self-test to the verified account email.
Commercial onboarding
Complete the evidence-derived customer activation journey.
Account Centre
Open profile, settings, security, history, privacy, billing and support controls.
Profile and business context
Maintain founder, adviser and ongoing business context.
Business workspaces
Separate business profiles, countries, entities and team access.
Saved workspace views
Save and reopen role, status and country filters without copying workspace contents.
Tasks and saved task views
Track preparation work and save workspace, status, priority, due-window and assignee filters.
Deadline calendar
Review overdue and upcoming work across all accessible business workspaces.
Workspace reports
Link owned readiness reports to the correct business workspace.
My reports
Open, update, version and export your saved reports.
Document workspace
Track preparation evidence and use private file storage only when enabled.
Adviser portfolio
Review client workspaces and assigned preparation actions.
Adviser API access
Create scoped, expiring, hash-only API keys when the Adviser plan permits.
Adviser API guide
Review the read/evaluate API endpoints and privacy boundaries.
Approved sources
Review internally approved regulatory and authority references.
Notifications
Review adviser activity and other account alerts.
Account settings
Set timezone and optional review, reminder, digest and product communications.
Account security
Review active devices and revoke other sessions without exposing credentials.
Account history
Review a privacy-safe timeline derived from existing account and session records.
Account data controls
Export account data or request deletion review.
Payment history
View provider-verified invoices, receipts, failures and refunds.
Support centre
Create private product, account, billing or privacy support cases.
Founder and protected operations
Release readiness
Run live Commercial V1.2 capability checks and track manual acceptance.
Weekly digest preview
Evaluate counts-only digest eligibility and configuration without sending email.
Commercial metrics
Export product, activation, readiness and operational evidence.
Pilot pipeline
Manage prospects from identified interest through verified paid conversion.
Pilot outreach
Send invitations, review responses and run bounded follow-ups.
Verified revenue
Review gross, refunds, net collections and provider evidence.
Support operations
Triage and respond to customer support cases.
Source governance
Create, review and approve sources and jurisdiction release packages.
Access boundary
Protected operations pages require the configured administrator credential. Customer tools require normal account access where personal or business data is involved. TaxBridge AI remains compliance-preparation software and does not provide regulated professional advice.