Proceed on reviewed evidence.
Previously unidentified, remediable gaps; tax-owner sign-off; a bounded paid audit-prep pilot; agreed access and responsibility.
The pilot must establish value beyond existing ECM, tax-engine alerts and human processes. A polished demo does not demonstrate demand.
Research-stage concept · illustrative product preview
Readable comparison; no fabricated accuracy.
Human review required| Measure | Definition | Do not confuse with |
|---|---|---|
| Unsupported exemptions per 100 | Tax-lead-confirmed unsupported claims within the agreed sample. | Model confidence or document absence alone. |
| Previously unidentified gaps | Confirmed gaps not already in the buyer’s current-suite alerts or known register. | Existing alerts repeated by a new UI. |
| Remediable findings | A clear next step with a named owner and appropriate evidence requirement. | An unresolved interpretation without an action. |
| False positives / omissions | Warnings rejected by reviewer; reviewed gaps the workflow failed to surface. | Self-reported model accuracy. |
| Total review effort | Time to inspect, classify and prepare the approved next action. | A narrow OCR-processing time. |
| Funded pilot | Signed scope and payment commitment from the actual buyer. | Visits, CTR, demo clicks or form drafts. |
Capture suite alerts and baseline effort.
Classify gaps, false warnings and omissions.
Confirm new, remediable findings.
Agree a signed and funded pilot.
Previously unidentified, remediable gaps; tax-owner sign-off; a bounded paid audit-prep pilot; agreed access and responsibility.
The incumbent achieves equivalent coverage at lower total review cost, findings cannot be verified, or the buyer will not commit to a funded scope.
Resale and industry-specific exemptions require further jurisdiction research. VAT is a later hypothesis, outside this starting scope.
One state. 100 historical exempt sales. One selected workflow. A decision grounded in your tax owner’s review.