Help center
Guides written against the actual pipeline — extraction, reconciliation and the tax engine.
Set up your org, jurisdiction and first broker account.
Supported formats, bulk uploads and sample documents.
Flag types, tolerances and resolution workflows.
FIFO lots, holding periods, WHT and jurisdiction rules.
Plans, usage metering, invoices and upgrades.
Low-confidence extractions and failed parses.
Send us the document reference and we'll trace it through the pipeline with you.