Capture the answers.
Explore the record-or-type experience and category-based interview questions using fictional client information.
TAX PREPARERS & ERO OFFICES
Turn the interview
into a clearer
client story.
Meet Auxilium Due Diligence Desk. Join a live demo of the documentation app we’re developing for your desk—and your team.
Watch the introduction, then reserve your spot. Join us Thursday, November 12, 2026, at 7:00 PM Central. Register below; we’ll send your Zoom invitation.
Reserve My Demo SpotNo app account or payment required to register.
A PERSONAL INTRODUCTION
Watch the introduction · About 2 minutes
SEE THE WORKFLOW
From the conversation
to the documentation.
Review the full story.
See a detailed client narrative alongside source statements, documents reviewed, and items needing follow-up.
Keep the office organized.
Preview individual and ERO workflows, preparer-specific files, and printable client summaries and preparer notes.
Product demonstration—not a launch announcement. We’ll identify what works today, what is simulated, and what is still in development. Live transcription and paid access are not yet operational.
LET’S WALK THROUGH IT TOGETHER
Save your place
at the demo.
For individual tax preparers, office owners, and ERO teams interested in a simpler documentation workflow.
Online via Zoom
Thursday, November 12, 2026
7:00 PM Central Time
Register with your email address to receive the Zoom invitation before the session.
Questions? 214-433-3280