Online intake
Structured organizer — entity, tax year, service line and IRS matter.
Captures the full research spec field set, records consent and the US-only attestation, and mints four scoped, expiring links.
E-signed engagement letter
Audit-trailed signature capture.
Typed name plus drawn signature, with signer IP, user-agent, UTC timestamp and SHA-256 of the exact letter text.
Secure document upload
Token-scoped, hash-verified, retention-dated.
No public listing. Downloads require the client's own scoped token. Each file stores its SHA-256 and a retention date.
Payment & client portal
Invoice, checkout, receipt, status.
Invoice with a line-item table and totals block; checkout hands off to the processor and reconciles the payment back onto the client record.