The CPA handoff
A licensed CPA partner reviews, resolves open questions, and signs every return. FormBridge does the assembly; the professional owns the signature.
Signing a tax return is a licensed act. FormBridge deliberately stops short of it: the Tax autopilot assembles a complete, filing-ready packet, and a licensed CPA partner takes it from there — reviewing the work, resolving anything open with you, and putting their signature on the return. You get the speed of automation and the accountability of a professional of record.
What the CPA does
- 1Reviews the assembled packet
The CPA receives the return with every figure traceable to its source in your books, so the review starts from a complete draft rather than a blank page.
- 2Resolves open questions
Anything the agent flagged — an ambiguous expense, a judgment call, a missing document — is settled with you directly. This is where professional judgment enters.
- 3Signs and takes responsibility
The CPA signs the return as the licensed preparer of record. That signature, not the AI, is what stands behind the filing.
- 4Files and archives
The signed return is filed and stored in your document vault, timestamped and downloadable alongside the rest of your records.
Assembly is repetitive, data-heavy work that AI does quickly and consistently. Signing a return is a matter of licensed judgment and liability. FormBridge gives each part to whoever does it best — the same pattern used across the platform for anything a professional must own, like a registered agent of record.
FormBridge and its autopilots do not provide tax advice. Advice about your specific tax position comes from the licensed CPA partner reviewing your return.
This human-in-the-loop pattern is core to how the platform works — read more in how the autopilots work, or see the assembly side in how tax filing works.