Tax Practice AI

Technical Documentation Hub

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Sequences

1/18
Foundation complete

Requirements

25/325
7.7% implemented

Tests

232
All passing

Stories

10/82
S1 + S2 complete
🎯

Current Focus: Sequence 2 - Client Management

Client registration, authentication, identity verification, and profile management

Interactive Pages

Requirements Status

Detailed implementation status dashboard with requirement-level tracking

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System Presentation

Overview of the system architecture, workflow, and capabilities

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Implementation Sequences

18 sequences from foundation to production

S1 Foundation S2 Client Mgmt S3 Documents S4 Identity S5 Intake S6 SmartVault S7 SurePrep S8 AI Extract S9 Organizer S10 Review S11 Tax Prep S12 Delivery S13 E-Sign S14 E-File S15 Billing S16 Analytics S17 Migration S18 Launch

📐 Technical Specifications

🔐 Security & Integration

📋 Planning

⚙️ Operations

🚀 Implementation Guides

📄 Requirements