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Proactive Intelligence
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Issues automatically surfaced across your accounts
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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