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Proactive Intelligence ✦ AI-powered
Issues automatically surfaced across your accounts
3 alerts
Proactive Alert

31 accounts with data issues on filed 1099-DAs are at risk of generating IRS B-Notices.

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Proactive Alert

10 accounts have asset inventories that have gone negative. This likely indicates missing transactions or data that needs to be updated.

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Proactive Alert

14 accounts have had expired tax documents on file for more than 3 months.

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Form Data Records by Form Type 2025
MRDP
200
1099-R
17
1099-MISC
15
1099-DA
15
1042-S
10