Divine Nexus Add-On

Divine Returns

Tax Intake, Documents, Readiness & Operations

Divine Returns is designed for service bureaus that provide access to EROs, EROs that manage tax preparers, and preparers who guide tax clients through intake and document collection.

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Dashboard

Active workflows24

New leads18

Tasks complete86%

Role-Based Structure

Built for Service Bureau-Level Operations

Each organization sees only the offices, preparers, clients, forms, documents, alerts, and workflows permitted by its role.

Service BureauManages participating EROs, access, standards, visibility, and high-level operations.

ERO / Tax OfficeInvites preparers, manages client work, assigns access, and monitors readiness.

Office AdministrationSupports document requests, intake follow-up, scheduling, and office workflows.

Tax PreparersReview intake, request missing documents, communicate, and manage assigned clients.

Tax ClientsComplete intake, upload documents, receive requests, and follow their readiness status.

Compliance AlertsTrack expiring IDs, authorizations, credentials, and other configured documents.

Important Product Boundary

Divine Returns Supports Tax Preparation. It Does Not Calculate the Return.

The current product scope centers on intake forms, secure document collection, missing-document requests, expiration alerts, workflow status, client readiness, and role-based operations. A future integration may transfer reviewed data into compatible tax software, but that bridge is not represented as a current tax calculation or e-filing function.

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