Dynamic Tax Intake
Individual and business organizers with conditional questions and office-defined requirements.
Specialized Divine Nexus Add-On
Divine Returns
Tax Intake, Document Readiness & Service Bureau Operations
Divine Returns gives service bureaus a structured way to provide platform access to EROs, EROs a way to manage their tax preparers and staff, and preparers a secure workflow for collecting client intake and required documents.
Clients ready24
Missing documents18
Expiring soon86%
Role-Based Access
Designed for the Service Bureau Structure
Each level receives the visibility and tools appropriate to its organization and responsibilities.
Service BureauManages participating EROs, platform access, organizational visibility, standards, and high-level operational reporting.
ERO / Tax OfficeInvites preparers and staff, manages assigned clients, defines office workflows, and monitors readiness.
Office AdministrationSupports scheduling, client follow-up, intake review, document requests, and office operations.
Tax PreparersReview intake, request missing items, manage assigned clients, record notes, and track status.
Tax ClientsComplete organizers, upload documents, sign assigned forms, respond to requests, and view readiness.
Compliance & AlertsTrack configured expiration dates, deadlines, authorizations, credentials, and required follow-up.
Core Operations
Everything Needed Before the Return Is Ready for Tax Software
Divine Returns is focused on collecting, organizing, reviewing, and tracking the client information and documents that support professional tax preparation.
Secure Document Collection
Requested-document categories, uploads, review status, missing-item follow-up, and organized client access.
Expiration Alerts
Configurable alerts for expiring client identification, authorizations, preparer credentials, and other tracked records.
Readiness Tracking
Show what is complete, missing, expiring, under review, assigned, or ready for the next stage.
Requests & Communication
Keep client requests, reminders, notes, status updates, and preparer follow-up connected to the return workflow.
Office Automation
Trigger reminders, assignments, escalations, status changes, and internal tasks from intake and document events.
Planned Expansion
Future Tax Software Bridge
A later add-on may extract supported tax-document data, present it for human review, and transfer approved fields into compatible professional tax software where the technical and contractual integration permits.
- Document recognition and classification
- Structured field extraction
- Human review and correction
- Compatibility-specific export or integration
- Clear audit and exception handling
Clients ready24
Missing documents18
Expiring soon86%
Current product boundary: Divine Returns is not being presented as current tax calculation, tax return preparation, e-filing, refund determination, or tax-advice software. Licensed and authorized tax professionals remain responsible for preparation, review, filing, compliance, and advice.