You can use Luca IQ to manage client intake, automate tax return preparation, and submit filings to the IRS. CPA firms can share secure client portals to collect source documents and customized questionnaires. The system converts uploaded financial records into structured workpapers and automatically calculates Form 1040 returns. Every calculated number links directly back to its original document for clear audit trails. Reviewers can verify positions, gather Form 8879 electronic signatures from clients, and e-file completed returns without manual data re-entry across disconnected systems.
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