Troubleshooting & glossary
Troubleshooting
Recognise incomplete work and choose a recovery step without creating duplicate actions.
Source reviewed Product documentation
Sign-in and workspace
| Symptom | Next step |
|---|---|
| No login email | Check address and spam; wait for the 60-second resend timer. |
| Unexpected practice | Check the signed-in address and select the intended membership. |
| Passkey cannot run | Use a supported browser or an enrolled authenticator; contact support if neither is available. |
| Invitation refused | Use the invited address; ask the firm to correct or reissue it if needed. |
See sign-in and client access.
Files and workpapers
| Symptom | Next step |
|---|---|
| Upload refused | Read the format/size message; export a supported type or unzip the archive. |
| Unreadable evidence | Replace with a clearer original or digital copy; do not treat it as checked. |
| Preparing or reviewing | Inspect the current run state. A visible draft is not delivered output. |
| Waiting on an answer | Open the question, check the evidence and respond within the workflow's displayed window. |
| Build failed or held | Keep the run reference and error; resolve the stated cause or report it before repeatedly starting builds. |
| Delivered with findings | Read and resolve the outstanding items; delivery does not mean every check passed. |
| Documents changed | Refresh the workpaper through Prepare/the update flow before treating its figures as current. |
| File link no longer opens | Reopen the document/workbook to obtain a fresh signed URL. |
For a wrong amount, follow source tracing. Do not use a failed draft as a filed return or final workpaper.
If these steps do not resolve the problem, report it with context.