For Eide Bailly
Eide Bailly processes nearly 9,000 returns a year with 18 CPAs across multiple offices. That kind of volume puts real pressure on review. Filed Reviewer reads source documents and compares them against the draft return in UltraTax, flagging discrepancies before your senior staff opens the file.
SOC 2 compliant · Works inside UltraTax · No workflow change required
Filed reads the full document, not just the numbers. It checks entity structures, carryforward consistency, prior-year conformity, and cross-schedule references. It flags what needs a second look and explains why. Your reviewers spend time on judgment calls, not line-by-line verification.
reduction in review cycle time
saved per return during review