Client directory
Clients
Entity details, ownership, obligations and work for .
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My work
Everything you own now, including reviews handed to you.
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Shared workspace
Resources
State tax registration guide
Income tax setup and sales tax registration
All states and D.C. in one lookup table with direct official links.
Firm templates
Start from the approved document
Reusable originals live here. Client-specific generated documents remain in the client workspace.
U.S. Steuerberatung Service Proposal
Monthly review
Shayna meeting overview
A live preparation view from Compass work. Follow-ups should become tasks, so they do not disappear in separate meeting notes.
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