A vertical workstation family · one doctrine

The software takes no positions. That is the product.

Nine purpose-built tax workstations for clients, one ratification console for their professionals, and one law between them: engines propose, professionals ratify. Every lever renders as a modeled range with both branches on screen and the statute on the panel — and nothing becomes a position until a licensed professional signs it, in writing, on an append-only register.

How anything becomes real hereDemo · sample data

S-corp leverreasonable-comp method · §1362 / §1402modeled

Bookkeeperprepares, proposes, attaches the paper — never ratifies✓

CPAverifies the comp study · signs the method with a basis memo✓

Attorneyfinal on structure — specialists scope to their own objects✓

Ratifiedappend-only register · every state change visible to the client✓

The chip you just watched is the whole company: a proposal travels the lanes, gathers its evidence objects, and only earns ratified from a person with a license. Nothing moves backward silently.

client desks

organs per desk

branches, always

doctrine

Who it serves — both sides of one wall

Most tax software computes and walks away; most firms are asked to sign work they never saw being built. This platform is built for both sides at once — the client plans on a desk that speaks plain words, the professional ratifies on a console built around their signature, and the wall between them is the product.

For the professional — CPA · attorney · specialist

Defensibility infrastructure, not a black box

Routed determinations visible in the interface — reasonable comp, participation, method choices arrive as both-branch models, never as answers to rubber-stamp.
Statutes on the panels, as-of stamps on every figure — rates and thresholds are dated configuration with sources, backed by a watch pipeline.
Evidence-gated levers — “defensible” is a badge a document earns; the desk names the comp study, cost-seg study, or method memo it still needs.
An append-only register — every ratification carries a basis memo, every rejection a reason; the register is your contemporaneous defense file, built as the work happens.
UPL-safe lane order — bookkeeper prepares and never ratifies; specialists scope to their own objects; the console never edits client inputs.

For the client — owner · investor · household

Planning you can actually read

One place, plain words — every screen answers “what am I looking at?”, with a descriptor under every tab.
Honest ranges instead of promises — every judgment call shows both branches, including the one that costs you; timing plays are priced at face value and present value.
A visible line to who signs next — every item shows its state and the professional it’s waiting on; every state change is visible the moment it happens.
Your paper, organized — one vault across your desks; your uploads propose a document exists, your professional verifies it in writing.
Where your desks collide, it’s said out loud — the same dollar is priced once, routed once, and never silently computed twice.

Both branches, live

drag the profit — the desk never hides the branch that costs you

The S-corporation lever — one judgment call, priced both ways

Demo · sample data · TY2026 config

Business profit$180,000

Branch A — stay a sole proprietorship

Self-employment exposure—

Payroll & admin loadnone added

Compliance surfaceunchanged

Branch B — elect S-corporation treatment

Payroll tax at modeled reasonable comp—

Payroll & admin friction−$2,600

Comp studyevidence required

The delta the lever models — net of friction, before the professional’s judgment—

GATE — the modeled reasonable compensation is exactly the number a CPA must set; the comp study is its evidence. The lever models — it never elects. §1362 · §1402 · SS wage base $184,500 · as of 2026-07-09.

Above the wall — the client side

one anatomy, many skins; a new vertical is an engine swap, never new architecture

Every desk ships the same organs: a command deck, the vertical engines, a structure map, a papered ledger, a document vault with an audit-defense file, a compliance calendar, an aide — and a plain-words layer under every tab. Desks open in their own tab.

Client homeThe front door — every desk a household holds, live wall status, cross-desk collisions, and the structure map with its proposed layer.client_home.html Business TaxThe horizontal desk — entity levers, retirement design, the deduction sweep with off-cards visible.

groundwork_desk.html

Personal TaxThe 1040 side with the equity module aboard — §83(b), ISO/AMT, NSO, the charitable lane.

groundwork_personal_desk.html

PropertyStay-test and participation engines, the cost-seg studio, the §1031 exit with both clocks live.

anchor_ledger.html

LendingLoan book and underwriting aid — the SE and QBI questions held open, flagged, never defaulted.

lender_aid.html

Cannabis OperationsThe §280E desk — dual-regime engine, §471 discipline, the litigation state stamped on every figure.

canopy_capital.html

PracticeMedical, dental, veterinary — the comp corridor, PTE calendar math, actuary-gated plan tiers.

practice_desk.html

MarketsThe investor/trader fork, §475 clocks, harvest math with its NPV twin, honest wash-sale walls.

markets_desk.html

Estates & TrustsExemption runway, AFR-fed instruments, §6166 liquidity — the attorney is final on all of it.

legacy_desk.html

Pre-publication · private PolicyThe two-column law, the lapse trap, the ILIT pair — the annuity boundary drawn, not blurred.

policy_desk.html

Private by decision

THE WALL

Lever class	Required object	Who signs
Compensation design	comp study on file	CPA
Accelerated depreciation	engineering-based cost-seg study	CPA
Participation-based treatment	contemporaneous hours log	CPA
Inventory / cost methods	§471 method memo	CPA
Structure & characterization	papered instruments · basis memo	Attorney
Plan & valuation designs	actuarial cert · plan docs · appraisal	Actuary · plan counsel · appraiser