Tax & Audit Flow by Provectus

Tax & Audit Flow is an AI-powered engagement intelligence platform built on AWS that helps accounting firms accelerate recurring audit and tax-compliance engagements through automated PBC intake, document reconciliation, working-paper generation, and risk-aware workflow orchestration. Leveraging Amazon Bedrock, retrieval-augmented generation (RAG), and MCP-enabled integrations, the solution connects general-ledger systems, client document repositories, engagement methodologies, and operational data sources to deliver explainable, citation-backed audit and tax-compliance support across the engagement lifecycle.

The platform automates the labor-intensive tasks traditionally associated with audit and tax engagements, including managing PBC requests, tying source documents to general-ledger balances, drafting working papers against firm methodologies, and routing work to appropriate review tiers based on engagement complexity and risk. By transforming fragmented engagement workflows into a structured, auditable process, Tax & Audit Flow enables seniors and managers to focus on professional judgment, review quality, and client advisory work instead of repetitive assembly and coordination tasks.