The annual tax review is a structured document that presents a client's tax position across multiple financial years, identifies trends, documents tax saving opportunities and issues, and sets the agenda for the annual review meeting. ChangeGPS Progress automates this process — instead of manually compiling data from tax returns into a Word document, you enter the figures directly into Progress and the app generates a professional review document. An annual tax review helps the client understand their year-on-year tax performance, demonstrates the accountant's proactive advisory role, and creates a documented record of the advice provided. Practices that deliver annual tax reviews typically see higher client retention and stronger advisory relationships compared to those that focus solely on compliance work.