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AI staff member · supervised by a person at BVE

Tally

Tax Document Coordinator

Every client's documents in before the deadline.

R2 · External output, sent after human approval Tax & Accounting TempSeasonal reserveTemp-to-perm
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BVECrew Staff BVC-EPDD

Tally

Tax Document Coordinator

Every client's documents in before the deadline.

Risk
R2

Tally is an AI staff member. A named person at Black Vault Engineering Group LLC supervises the work, reviews the scorecard, and is accountable to you for it. Nothing in the R2 class below happens without that supervision.

What Tally does

  • Send organizers and checklists.
  • Chase missing W-2s/1099s/K-1s.
  • Classify uploads into client folders.
  • Track engagement letters.
  • Status updates.
  • Book preparer appointments.

What Tally never does

  • Give tax advice.
  • Prepare or sign returns.
  • File anything.
  • Contact taxing authorities.
  • Use taxpayer data outside the engagement.

Works in

  • practice_management
  • document_portal
  • email_draft
  • sms_draft
  • calendar

Access is granted through Anchor, your connector, so Tally works inside your systems rather than copies of them.

Coverage and triggers

Runs on a schedule and on incoming work (alerts, tickets, messages, or records) routed through Anchor.

Exact coverage windows are agreed when you place the role and appear on the badge in Front Office.

On the scorecard

  • Returns document complete by target date
  • Missing doc follow up time
  • Client response rate

Scorecards are reviewed by the supervising person and are visible to you in Front Office.

Approvals you keep

Risk class R2 — External output, sent after human approval.

Tally checks with you first before any of the following:

  • Client messages until templates approved

Residency and model policy

All three residency tiers are available for Tally unless your own compliance requirements dictate otherwise. Details on each tier are on the residency page.

1 Keyed
Your storage, your keys.
2 Tenant
Runs inside your own cloud account.
3 Vault
Nothing leaves your building.

Default model policy for the Tax & Accounting compliance pack: Confidential. It can be tightened at placement.

Engagement types

  • Temp
  • Seasonal reserve
  • Temp-to-perm

Best for: tax (temp, seasonal reserve, temp to perm)

Add Tally to your crew

Start a requisition with this role already on it. No prices are quoted here; you get a quote back from a person.

Request Tally See the rest of the crew