Find the questions
worth asking.
Bring potential inconsistencies, missing information and review questions into focus, with the context needed to investigate.
Thoughtful tools for tax professionals
A clearer view.
A more confident review.
Meet OviVeil—a workspace designed to help you review tax returns, connect findings to evidence, and focus on the questions that deserve your attention.
Development portal access is being connected. This welcome page does not sign you in or process documents.
From information to understandingTHE REVIEW JOURNEY
- 01Review
- 02Understand
- 03Decide
Illustrated workflow · No client data
A second look, with more context
Make room for
the work that matters.
OviVeil is being built to support tax professionals alongside their existing preparation workflow, with professional judgment at the center.
The goal is a connected review experience: start with the return, investigate potential issues, understand the supporting evidence, and document your conclusions. An installed app and a browser workspace bring that approach to different ways of working.
Find the questions
Know what a
finding rests on.
Connect observations to their source and applicable guidance. Keep a clear distinction between a question, a finding and your conclusion.
Keep the reviewer
in the loop.
The design keeps original documents local and makes AI assistance optional, with a preview and approval of selected information before sending.
The intended experience
One connected review journey.
Clear steps. Useful context.
Your decision at every stage.
- 01
Choose your workspace
Sign in, then use the firm and functions your account is authorized to access.
- 02
Review and investigate
Select documents locally and work through observations, evidence and open questions.
- 03
Decide and document
Record your conclusions. Use optional AI assistance only when you choose to share an approved extract.
Product direction, not a statement of release readiness. Browser processing, live account access and AI connections require separate verification.
Beyond the tax return In development
A cleaner copy.
For your next step.
Document sanitization, as a service of its own.
The planned OviVeil sanitizing service will help you prepare a reviewed copy of a document for your own purpose—whether that is sharing with a colleague or using another tool. Use it in your browser without a desktop installation, or within the installed OviVeil app. Neither path requires a tax-return review.
- Select a document from your device and choose what to remove or replace.
- Review proposed changes and process the document locally in the browser or app.
- Keep the original and save a separate, verified copy to your device.
Development starts from our existing engine, with Word documents as the first additional format. Support for each document type must be verified before use; no sanitizing tool removes the need to review the result.
Your development workspace
The right door.
The same OviVeil.
App and Admin use the development portal. In the connected experience, one signed-in identity provides access according to your roles and firm membership.
DEVELOPMENT · TEST DATA ONLYA few useful details
Before you explore.
Is this the production environment?
No. This is the development welcome page. The links above lead to the development portal, where features and connections are still being prepared for testing.
Can I use real client returns here?
Use fictional data only in this environment. A welcome page or working navigation does not establish that document processing, account isolation or AI integration has passed acceptance.
Do I need a second account for Admin?
The intended experience uses one identity for the app and Admin. Admin opens in another tab, and access depends on server-enforced roles and firm permissions. Opening the Admin link does not grant those permissions.