Solutions
Start from the source, whatever your practice.
Each role begins from a different research situation and ends at the same place: a passage you can open, on its page, with its authority in view.
Illustrative
By role
One trail. Different work to do.
The same source trail, used for different work. Start with the situation closest to yours.
Tax attorneys
Test a ruling against a fact pattern.
A ruling looks close to your client’s facts. Before it goes in a memo, read what it actually concluded and on what record.
See how it works for tax attorneysCPA firms
Let a reviewer follow the same source trail.
A preparer reaches a position. The reviewer needs the question, the answer and the page it came from without asking.
See how it works for CPA firmsIn-house tax
Bring the cited record into a decision.
A position needs sign-off. The people approving it should see the sources, their authority and their limits, not a conclusion alone.
See how it works for in-house tax teamsSole practitioners
Find and mark primary material efficiently.
You have a section number and an hour. Find the source, mark the passage you need and get back to the client.
See how it works for sole practitioners
- Roles, one source trail
- 4Each starts from its own situation
- Searchable primary sources
- 4Collections and sections in the library
- Sentences shown without a citation
- 0An uncited sentence is removed
Why
Every role ends at the same place: a passage you can open, on its page.
Whoever reads the work next, a partner, a reviewer, an approver or you in a month, can open the same page and check the same passage.
Bring a real question.
See a question, its cited answer and the source page together.
Every sentence cites the page it came from.