Know what to expect.

Tax practitioners willing to test de-identified scenarios, independently check authority and provide constructive feedback. The target is an invitation-only group of 25–50 practitioners selected after application review.

No. Verify your email, then wait for review. If selected, you receive a single-use password-setup invitation. Your sign-in email is the address used on your application.

No. Approved users sign in directly to Navigator. Research is processed through the site's configured API account.

Pilot access terms and any charges will be communicated before participation. No subscription checkout is active in this release. Recorded API estimates are usage information, not an invoice.

Supply only relevant, necessary excerpts after removing all client identifiers. Do not upload CE courses, newsletters or copyrighted publisher material. A redaction checkbox does not verify the document.

Every result is a draft. Verify the facts, governing sources, dates, jurisdiction, calculations and limits before relying on it.

Navigator is the research component of the broader practitioner-first planning platform. This pilot tests that component; it does not mean every planned module or integration is available.

Use Access help to request a new verification or invitation link. Active pilot users can request password recovery there.