Grant CPA & Associates

Demo · sample data
Clients

Every engagement this login holds, as a docket. Open a client and their whole file becomes the console — queue, workbench, evidence, engagement, register — scoped to them. Counts and coverage are computed from item state, never typed. Unassigned clients render locked: assignment is the engagement object, and unassigned means invisible.

Console law. The console never edits client inputs — it ratifies, rejects, or requests. Reject requires a reason; request names the missing object. A ratification without a basis memo does not exist. Every state change is bidirectionally visible to the client. Unverified evidence caps its item at proposed/modeled (contract law 4).
Today

The one queue — every item in a signable state across every engagement this login holds, grouped by urgency and computed from item state × engagement scope, never hand-listed. A CPA serving a lender who also owns STRs wants one queue; clients are the spine, this is today's lens over the same items. Opening an item lands on that client's docket.

Console law. The console never edits client inputs — it ratifies, rejects, or requests. Reject requires a reason; request names the missing object. A ratification without a basis memo does not exist. Every state change is bidirectionally visible to the client. Unverified evidence caps its item at proposed/modeled (contract law 4).
Ratification ledger

Append-only: who acted on what, when, in which lane, on which evidence, with which memo. This register is the professional's own defense file — it records diligence; it is not marketed or offered as a liability shield. It spans clients; filter by docket below.

WhenBy · laneClientItemActionBasis memo
Delta desk

Interpretive-lane regulatory deltas land here with the source document linked; the professional's ratification is what lets a guidance change touch client-facing law files. Indexed and regime items never appear — those route to the operator's lanes (D19 §5).

0 interpretive items in the queue.
Latest watch run: DELTA_REPORT 2026-07-03 — its open items are regime-lane (rescheduling docket clocks) and assumption-lane (NPV defaults), which route to the operator, not to this desk. When Treasury or IRS guidance changes an interpretation an engine relies on, it lands here as a proposed-delta for lane ratification before any law file moves.
Aide

The aide drafts basis memos and summarizes evidence for the professional — and, exactly as on the client side, it never signs, never books, never files.

In the workbench, Draft with aide pre-fills the basis-memo field with a labeled draft assembled from the item's panel, its statute basis, and its attached evidence. The draft is material for the professional to edit and sign — the signature, and the judgment behind it, are the professional's alone. Aide drafts are marked in the memo text and in the register.
Workflow and evidence tooling for licensed professionals. The Ratification Portal does not perform legal, accounting, actuarial, or credit services, and does not provide tax or legal advice; determinations are made and signed by the licensed professional in their own capacity, under their own engagement. Engines propose; professionals ratify. The ratification ledger is the professional's own record of diligence — it is not a liability shield. Draft disclaimer language — attorney review owed before publication (packet v3). Demo data · all figures illustrative — never real client facts.