Taxmark is a web-native workpaper for one household's 2025 return: click any number to see the page and field it came from, the rule that built it, who checked it and what is still open.
Try: open Checks as Daniel, click California estimates, then switch role in “Viewing as” to see what each person may see and do.
Every action is saved as an event in this workspace? (/w/gwxn6k5xxe); open the root link again for a clean copy. Anything not in the packet is tagged Example?.
Assignment at the start: Preparer Priya Raman · Reviewer Daniel Ortiz · Partner Helen Strand
Budget from the packet. Logged time is what people record in this workspace; the packet has no time records.
The mistakes our checks catch were found during an AI-assisted review of the packet and are now caught by deterministic checks.
An AI agent investigated the whole packet with the app’s own tools, identifiers masked, and suggested issues with quotes. Its suggestions appear only on the final computed version, after each quote is found on its page, and a person accepts or dismisses each one.