For UK tax and accounting firmsDecision workspace for regulated tax work
Levyloom is designed to carry one connected case context from source evidence and a working position through professional review and client action to an explicit filing status—so the next safe step stays clear.
Four case signals—record, difference, review, and status—remain connected to one leading question and next step.
What Levyloom does
Three distinct surfaces preserve the right context for each audience: the team reviews evidence and the working position, the client sees one bounded request, and firm operators see controls across cases.
Firm workspace
See the leading question, current evidence, differences, and one safe next action in the same case.
Client portal
Show the request, why it matters, and what happens next—without exposing internal review detail.
Governance console
See attention, approvals, connection limits, retention and privacy posture, and audit evidence as governed context.
Team and client surfaces carry only the case context each audience needs; the governance console adds firm-wide control status without exposing internal review detail. The aim: the right evidence, visible judgement, one clear human action, and an explicit filing state.
How the product works
Records, evidence, review, client action, and filing status can drift apart. Levyloom is designed to show what changed, why it matters, who must act, and what cannot progress.
Illustrative product view · intended case journey
Each matters, but none is enough on its own.
Set the client, period, work type, and evidence in scope.
Keep sources, missing evidence, conflicts, and limits attached to the review.
Organise accepted facts, calculations, and checks against the selected basis.
Show the key difference, why it matters, and one safe next action.
Give the reviewer or client one clear task with the context they need.
Keep decision, filing state, and supporting path apart from authority confirmation.
Inside the firm workspace
The Morning Brief is designed to surface the leading review with its case, reason, evidence context, and human handoff one step away.
The positions differ. The evidence remains available for review.
The working basis and independent observation are not aligned.
Compare without blending
The comparison view is designed to keep both lanes separate, make comparability and freshness visible, and point to one safe next action when they differ.
Evidence and provenance
The evidence view is designed to connect the current review posture to records, calculation basis, and professional review—while showing that the filing packet and authority receipt have not yet been reached.
Inside the client portal
The client sees one plain-language request and what happens next; the firm keeps the review context on its own side of the boundary.
We need this document to support the R&D treatment review.
Illustrative journey. The client request and team review are shown together; no live transfer is implied.
Inside the governance console
Attention, approvals, connection limits, retention, privacy, and audit evidence remain visible.
Illustrative product views
Keep status, reason, and owner together. A policy preview remains a simulation until a person commits the change.
Professional approval is not filing permission, transmission, or authority acceptance.
Show connection scope, retention, privacy controls, holds, and policy limits.
Keep evidence and decision history inspectable. An on-screen trace is not an authoritative record.
A clear product boundary
Current interface patterns, this illustrative connected case, and the rule governing every filing state are kept distinct.
Levyloom interface patterns bring the question, supporting evidence, and safest next action into one review context.
This fictional case illustrates how a reviewer or client receives one clear task without losing context.
Keep working positions, approvals, submissions, and authority confirmation visibly distinct.
The controls behind the experience
Policy-bound automation cannot authorise itself. Each proposed next step should retain its evidence basis.
Conflicting positions must remain visible until a professional deliberately approves the next step.
Filing states must remain distinct. Only trustworthy authority evidence can confirm an outcome.
Working position, submission, authority observation, and acknowledgement are distinct states.
One case, one clear next step
Follow one case from selected records to review, client action, filing status, and the evidence behind the decision.
See how one case works