Atlas Tax Prep Copilot

Enter preparer-approved client data into TaxSlayer ProWeb with read-back verification and an audit trail.

Atlas Tax Prep Copilot – Accurate Data Entry for TaxSlayer ProWeb Tired of manual entry errors during tax season? Atlas Tax Prep Copilot works alongside TaxSlayer ProWeb to help preparers enter client data quickly and accurately. Key features: • Preparer-approved data entry – you stay in control, Atlas assists • Read-back verification – confirms what was entered matches the source • Audit trail – clear log of entries for review and compliance • Side Panel workflow – works without leaving TaxSlayer ProWeb How it works: 1. Open TaxSlayer ProWeb and launch Atlas Copilot from the toolbar 2. Review client data in the side panel 3. Approve entries – Atlas helps fill fields with verification 4. Check the audit trail for peace of mind Permissions explained: • storage: save your preferences and session state locally • sidePanel, activeTab, scripting: enable the side panel to assist with the current TaxSlayer tab • host permissions: operate on TaxSlayer ProWeb domains only Privacy: Your client data stays in your browser session. Atlas does not sell data. Full policy: https://www.alwaysaskatlas.com/legal/privacy Built by Atlas AI – Smart Tax Intelligence. Learn more at alwaysaskatlas.com