Julie Jang CPA

Client workspace

Public site

Workspace

Welcome back, Julie.

Practical CPA tools, organized by client and engagement. Tax positions, audit conclusions, and client-facing recommendations stay behind your review. Connect the data sources from Settings to begin populating the dashboard.

Active engagements

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Connect data source to populate

Pending review

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Tax returns awaiting CPA sign-off

Documents

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Workpapers and client files

Audit trail

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Receipts logged this period

Method

AI-assisted, not AI-final.

Automation is used for sorting, checks, summaries, and reminders. Tax positions, audit conclusions, and client-facing recommendations stay behind CPA review.

  • • Receipt-based truth — every figure links to its source.
  • • Trinity Gate — auto-run only when ≥ 90 and partner-reviewed.
  • • Three-layer review — Associate → Manager → Auditor.

Next steps

Wire the data sources.

  1. 1.Connect Google Drive (AICPA folder, working papers).
  2. 2.Add a tax advisor model key in Settings.
  3. 3.Confirm contact and license details on the public site.