For tax advisors

The cockpit has four panels — Clients, Review queue, Period overview, Recent activity. The Review queue is your daily 30-minute surface across all clients; the Period overview tells you which clients are ready to file. Cockpit only appears when you sign in as a tax advisor (separate role from team-member).

Invoices enter your queue from three sources: new client uploads marked for review, mid-confidence auto-matches needing sanity-check, or re-submissions after you flagged something. Three actions per item: Approve / Flag with comment / Snooze. Bulk operations work up to 50 items. Filters persist across sessions.

In the review queue, filter to narrow down (vendor / amount / client), tick checkboxes for up to 50 items, click Bulk approve. Each approval gets its own audit entry. The 50-cap is intentional UX-safety. For larger backlogs, run multiple batches; the selection persists if you scroll.

16 built-in flag templates cover the most common review issues (wrong VAT rate, missing original, ambiguous category, duplicate, etc). Pick a template, optionally edit the auto-filled message, send. Client sees your final comment in the notification + on the invoice. Custom user-templates not supported today; use Free-text for those.

When you flag an invoice, it goes into Pending advisor review. When the client edits any extracted field on that invoice, it auto-resets and lands back in your queue as Re-submitted. No manual chasing or checking — the round-trip closes by itself. The cycle ends when you Approve.

Bulk export defaults to filtering by invoice date (matches tax-return scope — the invoice belongs to the period of the underlying transaction). Toggle to upload date if you want everything that arrived in a period regardless of invoice date (useful for 'what came in last month?' reviews). Cross-period invoices need attention — see edge cases.

Don't sign up for the client. Have them sign up themselves and invite you — that keeps the audit trail clean and the data ownership correct. Walk them through the first 20 minutes over a screen-share: signup → company wizard → plan choice → email forwarding → advisor invite → first test upload. The first 30 days are mostly about establishing rhythm + setting per-client thresholds.

You see invoices, transactions, trading partners, bank-statement summaries, audit history. You can flag with comments, approve, export. You CANNOT upload, edit fields directly, change billing, see the client's inbox, modify team. Enforced at the database query layer — not a UI restriction.

Your client is the data controller. TaxItEasy is the processor (with a DPA). You as their tax advisor are a sub-processor of the client, accessing their data via TaxItEasy with strictly read + flag scope. The processor relationship between you and the client is governed by your engagement contract, NOT by TaxItEasy.

Multi-currency is per-client (each company picks one base currency). Both the original amount and the ECB-converted amount on the invoice date are stored. Your cockpit shows each client in their own base currency. VAT view + bulk exports sum in the client's base. Multi-company clients can have different base currencies per company.

Exports preserve original-language vendor names + line items as-is. No automated translation. Field labels (vendor, amount, VAT, etc.) are in English. The original document file is included in the export so anything that needs reading-in-language stays accessible. Raw OCR text preserved verbatim.