When the AI asks a question
Answer a preparation question and understand the optional automatic-answer setting.
Source reviewed Product documentation
A preparation run can pause on a question and show Waiting on your answer…. Open the question, read its options and evidence and respond on the case. Use a written answer when the choices do not capture the facts you need to explain.
The waiting window
The current Advanced setting describes a normal question waiting window of up to 15 minutes. Follow the current run's message and respond promptly; do not assume the run will wait indefinitely. If it is no longer awaiting input, inspect its result before attempting another response or build.
The case and notification/email paths can help you find an outstanding question. Do not depend on a browser notification alone: browser permission, the open tab and timing affect whether you see it.
AI auto-answer
Settings → Advanced offers a personal AI auto-answer permission for that practice. Enabling it first requires reading and acknowledging the warning. It is your setting, not a switch that grants the same permission to colleagues. The preparation choices then decide who answers for that run, subject to the recorded permission.
With automatic answering selected, the AI can apply its recommended answer and continue without your immediate decision. Its answers are recorded in the workpaper's Review Pts and case Activity so you can review them afterwards. This removes a human checkpoint during the build; it does not remove your responsibility to check the outcome.
After the answer
Inspect the resulting workbook and findings. A question marked answered is not proof that the answer was supported by the client's evidence. If the facts were wrong or incomplete, record the correction and use the offered assistant/update flow to revise the work.
Next: review points and findings.