While you were out
Signature queue
ready for signatureReview pipeline every doc, by gate
Needs attention
Leads funnel click through to work them
Doc chase active clients tagged Missing Info
HR flags biweekly sweep — owner only
System checks daily sweep verifies every action landed clean
Spend run-rate + AI, at a glance
Engine room loading…
Feedback & bugs Report / Suggest submissions
Integrations health
Audit highlights the 5 things worth your attention
You said you would…
oldest firstDecisions waiting on you
nothing moves until you actSeason pace
live counts — no invented baselines📆 Calendar
Action items
| What | Owner | Client / meeting |
|---|
Recent activity
docs · bookings · completed items — click a row to open the client| When | Action | Detail | Client |
|---|---|---|---|
| No activity yet. | |||
Clients
Every client, every document, every sign-off — in one place.
| Client | Type | Advisor | Services | Engagement | Filing | Open items |
|---|
KevinAI
Your practice's senior judgment, on demand — grounded in your knowledge library, and it reads your client documents. Decision support: a credentialed human makes the final call.
How it works
Answers are grounded in the Knowledge library — your practice's processes, precedents, style, and dos & don'ts. The more your senior practitioners teach it, the sharper it gets. Every Q&A is logged.
Knowledge Library
Everything your practice teaches TaxApp lives here: processes, precedents, case notes, style, dos & don'ts.
Audit Log
Every change to every record — including deletions. This history cannot be edited by anyone.
🔐 Full client-book export
Requires BOTH the owner and a superadmin, each entering their own password. No single person can export the book alone.
| When | Who | Action | Record type | Detail |
|---|
Billing & Usage
Plan, seats, and payment — the money mechanics. (What TaxApp costs to run, and AI spend, now live under Insights → Costs, per the Aug 2026 IA restructure.)
💳 Plan & seats
Stripe billing comingPlan: Founder — all modules on · Seats: – active. Saved cards, auto-pay, invoice history, and add-a-seat land here with Stripe billing — payment details will live with Stripe, never in TaxApp.
Costs
Admin-onlyEverything TaxApp costs to run, and who's using the AI.
Fixed services
| Service | Plan | Monthly | Notes |
|---|---|---|---|
| Netlify (hosting + serverless functions) | Pro | $20.00 | Covers velocitytax.io + TaxApp; each deploy ~15 build credits |
| Supabase (database, auth, storage) | Pro | $25.00 | Daily backups + session controls; point-in-time recovery add-on before real client data |
| GitHub (code + version history) | Free | $0.00 | Private repo; every change tracked and reversible; triggers each deploy |
| Resend (transactional email) | Free | $0.00 | 3,000 emails/mo; hard-stops, cannot overage |
| GoDaddy (velocitytax.io domain + DNS) | — | ~$2.00 | Billed yearly (~$20–25/yr) |
| Fathom (meeting recording + intelligence) | Team | $45.00 | 3 seats × $15 (Jon, Kevin, Charlie) under jon@velocitytax.io; recordings auto-feed TaxApp |
| Anthropic API (TaxApp's AI runtime) | Pay-per-use | usage ↓ | Powers classify/KevinAI/Meeting Prep; Haiku ~0.2¢/doc, Sonnet ~3¢/question |
| Claude Max 20× (Jon's build seat) | Max 20× | $200.00 | Separate from the API line above; bumped for the build sprint — revert to $100 Max when build slows |
AI usage by person (YTD)
| Who | KevinAI questions | Docs classified | Est. cost |
|---|
Integrations
Firm-level connections — everything TaxApp plugs into, in one place. Personal connections (your calendar, your Fathom) live on your Profile.
📗 QuickBooks Online
Read-only access to the books — profit & loss, balance sheet, customers, invoices and payments will feed the Accounting module and Insights. TaxApp never writes to QuickBooks.
🎙 Your Fathom
Personal connection — your recorded meetings, including solo ones nobody else can see, link automatically to the right client and feed KevinAI. This mirrors the Fathom card on your Profile; connecting or disconnecting here updates both.
🤖 Doc autopilot
Every upload classifies itself and checks off the client's expected-docs list. When the last expected document lands, TaxApp can move the client to In prep on its own — or just suggest it on the dashboard.
🔏 Close approvals
Which completed close steps need a second person's sign-off? The preparer can never confirm their own work either way — this only decides how many steps queue for review.
🔐 Sign-in alerts
Every sign-in is checked against the person's known devices and approximate locations. Unrecognized ones always land in the audit log — this decides whether the person also gets a "was this you?" alert with a one-tap lockdown.
Also running at the firm level
🎙 Fathom meeting sync · 📆 Google Calendar OAuth · ✉️ Transactional email — configured server-side and running. Per-person connection status rolls up on the dashboard's integrations widget; health details land here in a future release.
Bookings
Meetings booked through your public page — your hours, your rules, automatic confirmations. The day-to-day grid lives on Calendar.
| When | Guest | Topic | With | Status |
|---|
Set your hours and personal link on Availability. Guests book at taxapp-velocity.netlify.app/book.html — known client emails auto-link to their file and a prep action item lands on your list.
Availability
Your public link, weekly hours, office days, rules and date exceptions — everything that governs what guests can book.
Leads
Website form submissions, straight into your pipeline — assigned, tracked, converted.
| Received | Lead | Source | Message | Status | Assigned |
|---|
Every velocitytax.io and thetaxapp.io form lands here the moment it's submitted — the team gets a push too. → Client links an existing client by email or creates the file.
🧭 Accounting — the Cockpit
Every client's close on one screen — SLA-tracked, control-gated, human-signed. The close that can't be wrong.
A monthly close can't be signed until every account ties to $0 with a workpaper, material variances carry a written explanation, every required step (including P&L and balance-sheet review) is done, and the signer is a credentialed reviewer who didn't prepare the work — all enforced on the server, not in this screen. The sign-off is immutable; reopening requires a logged reason. AI proposes and flags; it posts nothing and signs nothing. Closes are auto-opened monthly and SLA-swept every weekday morning.
Requests & Checklists
Build expected-docs lists and chase what's still missing — per client or across the whole book.
Bulk doc checklists
Build every active client's expected-docs list from last year's documents in one pass — uploads check themselves off and Doc chase runs itself.
One client's checklist
A client's expected-docs checklist lives on their own record, alongside their documents.
Documents
Every file for every client and the firm — one searchable home.
Recent documents
The most recent files across every client you can see. Click one to open that client's own documents.
In the build queue
Coming soonPlanned: a full global document browser (filter by client, type, year, status), a company area for templates and SOPs, drop-a-file-anywhere uploads that classify and file themselves into the right client folder, and smart archival of prior years — compressed for cost, searchable forever.
Proposals
Estimate the work, price it right, send it for signature — start to signed.
In the build queue
Coming soonPlanned: a cost-estimator wizard (drop in the client's data, answer a few questions, see what the engagement will cost you and what to charge), team collaboration on the draft, AI-suggested pricing, an approval gate, e-signature sending, and a pipeline view with close rates. A signed proposal auto-provisions the engagement.
Extensions
Every extended return tracked to the finish line — nothing slips past a deadline.
In the build queue
Coming soonPlanned: extension status per client per year, automatic countdown and chase items ahead of the September and October waves, a deadline board, and KevinAI answers to "who's extended and still hasn't filed?" Filing statuses on the Clients module feed straight in.
Sales
From first contact to signed engagement — pipeline, proposals, and the numbers behind them.
In the build queue
Coming soonPlanned: the full sales pipeline with your leads at its core (the Leads module moves in here), proposal hand-off, funnel stages from inquiry to signed, close rates, and deal values — so growth stops living in someone's head.
Until then, Leads keeps running right next door.
Marketing
Your book at a glance — the revenue already sitting in your client list.
Your book by segment
Where the fastest revenue lives. Solicitable = tax-prep outreach permitted (name / email / phone / entity only). Portal + consent = non-tax offers surface inside the client's own portal with §7216 consent — never a cold email using tax data.
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Offers
Define an offer, then (next) attach it to a segment. Non-tax offers default to the client-portal + consent path; tax-prep offers can be emailed using permitted fields.
Loading offers…
Next in the build queue
Coming soonComing next: attach an offer to a segment and build the target list, KevinAI-drafted outreach with a compliance check, one-click approve-and-send, the client-portal "you're not using this" cross-sell surface, and hook → lead → client attribution.
Organizers
Client questionnaires that gather the year's facts and documents — before anyone has to chase.
In the build queue
Coming soonPlanned: firm-designed organizer templates per return type, sent to clients each season; answers and uploads flow straight into the client file, auto-classify, and clear their doc-chase items. Pairs with the Design studio for building the templates and the Phase 2 client portal for filling them out.
Design
One studio for everything the firm puts its name on — organizer templates to letterhead.
In the build queue
Coming soonPlanned: a template designer for client-facing documents (organizers, engagement letters, request lists) and a brand studio for firm collateral — business cards, letterhead, social graphics — with your logo, colors, and fonts baked in. Reachable from Tax (templates) and Sales & Marketing (brand) because it serves both.
What's new
Every release and what shipped in it — newest first. Meaningful updates also land in the 📣 New Features channel.
Overview
The practice's real numbers, live from the books — no exports, no retyping.
📗 Books
📈 Profit & Loss
🏦 Balance Sheet
Revenue by client
Invoices and payments in the period, grouped by QuickBooks customer — what was invoiced, what's collected, and what's still open.
Reviews
Your reputation, managed — alerts, replies, and review requests on autopilot.
In the build queue
Coming soonPlanned: instant team alerts on any less-than-perfect review, AI-drafted replies with an approval gate, automated review requests to happy clients right after their work wraps, and a pipeline from great reviews to website testimonials.
Team
Access, invites, and people records — one place for everything about your team.
📇 Quick contacts
Name, email, phone, title — nothing else. Full people records (pay, birthdays, contracts) are below.
| Name | Title | Dept | Phone |
|---|
| Name | Role | Persona | Signs closes | Status | T&Cs | Joined |
|---|
Roles: superadmin — runs the practice: team, clients, approvals, knowledge sign-off · staff — clients, documents, KevinAI · client — Phase 2 portal (dormant). Removals keep every audit record.
👥 People records
Contacts, pay, birthdays, contracts. 🎂 Birthdays and 🎉 anniversaries post to All Hands each morning and show on the 📆 calendar automatically.
Imported from the Monday Employee Details board (2026-07-06), including former staff. Contract PDFs are also archived in the project folder; 📄 links point at Monday until the Documents module lands.
Decisions
Your profile
How your teammates see you across TaxApp.
👤 Identity
🔐 Security
Sessions expire after 30 days, or 7 days of inactivity. Signing in again always requires your authenticator code once two-factor is on.
Devices and approximate locations TaxApp has seen you sign in from. See one you don't recognize? Hit Secure my account.
🔌 Integrations
One click — your recorded meetings, including solo ones nobody else can see, link automatically to the right client and feed KevinAI.
Auto-filled when you connect above — matches your meetings to client files and Meeting Prep. Edit only to override.
Two-way sync: bookings land on your Google Calendar automatically, and busy time on your calendar blocks your booking-page slots. Uses your @velocitytax.io Google account.
DMs, @everyone mentions, and new bookings pop on this device even when TaxApp is closed. Per device — enable it on your phone and your computer. iPhone/iPad: Share → Add to Home Screen first, then enable from the installed app.
Changes save instantly and apply to every device. Mute a single conversation from its ⚙ settings in Chat.