Not a demo call. Take a return off your own desktop, a client’s or your own corporation’s, and watch it get read and planned in front of you: retained earnings with no holdco above them, a shareholder loan heading for an income inclusion, an RRSP that has to convert, each with a dollar value. Every figure comes back with the schedule and line it was read from, which is the only way a figure is worth anything to a CPA.
The file is never stored. It is read in memory and dropped when the request ends — no copy in a bucket, no row in a database, nothing to delete later. All that is kept is a one-way hash of your network address and a single word saying whether the read worked, so this page can be rate limited.
This is one client
A migration is the last filed year for every client, arriving as a zip, read in the same pass and turned into clients, entities and ownership groups, with the planning ranked across the whole book.
Nothing is written unapproved
In the product every figure sits on a review screen with its source page until a CPA accepts it. A number nobody approved never reaches a client file.
Silence is honest
A rule that needs a schedule you did not upload stays quiet and says which one it needs. It never assumes a missing page means no holdco, no loan or no loss.
What a firm sees across its whole book, and what its clients see under the firm’s own name.
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