Rabbithole CLIENT PORTAL
WZWanda Zambrano JRJuan Rivera Pérez ← Sign out

Intelligence · Rabbithole CPA Group

Intelligence Layer

Capa de Inteligencia

How the portal does paperwork triage as well as a staff member — and logs every step for audit.

Rabbithole CPA's existing stack stays in place. The portal is an intelligence layer on top — and an optional cleaner UI for clients who want it. It does the structured triage; a Rabbithole staff member always approves the final write.

The trigger — an inbound document, no context

The pipeline — email to filed, in twelve seconds

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Total time
12 seconds
Confidence
94%
Staff time saved
~4 minutes

Step by step — what each agent reads, proposes, and logs

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The same task, with and without the intelligence layer

Without the intelligence layer
  1. A staff member receives the email
  2. Opens the attachment
  3. Identifies which client it belongs to
  4. Identifies which filing it supports
  5. Renames the file to a usable name
  6. Uploads it to the correct ShareFile folder
  7. Links it to the filing
  8. Marks the open request resolved
  9. Notifies the engagement partner

~6 minutes per document. At 20–40 documents a day, that is 2–4 staff hours daily — spent on triage, not tax work.

With the intelligence layer
  1. The agent does steps 1–7 in 12 seconds
  2. Staff reviews the proposed action and approves in ~30 seconds
  3. The approved writes commit; the audit trail records every step

45 seconds per document. Same accuracy. Full audit trail. Staff hours go back to judgment work.

The intelligence layer does the structured work. Your team does the judgment work. Every action stays auditable.