BeforeMay docs
Troubleshooting & glossary

Troubleshooting

Recognise incomplete work and choose a recovery step without creating duplicate actions.

Source reviewed Product documentation

Sign-in and workspace

SymptomNext step
No login emailCheck address and spam; wait for the 60-second resend timer.
Unexpected practiceCheck the signed-in address and select the intended membership.
Passkey cannot runUse a supported browser or an enrolled authenticator; contact support if neither is available.
Invitation refusedUse the invited address; ask the firm to correct or reissue it if needed.

See sign-in and client access.

Files and workpapers

SymptomNext step
Upload refusedRead the format/size message; export a supported type or unzip the archive.
Unreadable evidenceReplace with a clearer original or digital copy; do not treat it as checked.
Preparing or reviewingInspect the current run state. A visible draft is not delivered output.
Waiting on an answerOpen the question, check the evidence and respond within the workflow's displayed window.
Build failed or heldKeep the run reference and error; resolve the stated cause or report it before repeatedly starting builds.
Delivered with findingsRead and resolve the outstanding items; delivery does not mean every check passed.
Documents changedRefresh the workpaper through Prepare/the update flow before treating its figures as current.
File link no longer opensReopen 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.

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