Case workbench

Checking current case…

Canonical staff view for exception resolution and final release.

Changes since my last view Review handoff and rework

Loading case…

Ask current case records

Answers use the current Staff Case brief and link to their source records.

Natural-language questions use AI with only your question and related current text. Do not enter SSN/EIN, account numbers or credentials. Shortcuts remain available without AI. / 自然语言查询使用 AI，仅处理问题及相关当前文字；请勿输入税号、账户号或凭据，快捷入口仍可直接使用。

Service and support

Case stagesPrepare quote proposalTax Ready PacketPrepare to Drake / 准备到 DrakeQuote, engagement and payment Review business scopeReview W-2 local material

Current follow-ups and reminder delivery

Resolve uncertain reminder delivery

Check the provider delivery record before confirming a result. This records evidence; it does not resend a message.