Tax Practice AI

Requirements Implementation Status

Generated: December 23, 2025

Total Requirements

325
Across 9 sections

Implemented & Tested

25
With full test coverage

Progress

7.7%
Of total requirements

Sections Complete

2
100% implemented

Overall Progress

7.7%
0 requirements 325 requirements

Fully Completed Sections 100%

Section 4.2: Audit Trail

AUD-001 through AUD-007 - All 7 requirements implemented

✓

Section 5.1: Authentication & Access Control

SEC-001 through SEC-005 - All 5 requirements implemented

✓

Requirements by Section

3. Functional Requirements ~156
4. Compliance & Regulatory 33
5. Security 20
6. Infrastructure & Scalability 26
7. Integration 46
8. User Experience 23
9. AI Capabilities 21

Implemented Requirements (25)

Requirement ID Description Story Status
SEC-001 Multi-factor authentication for staff S1-006 Complete
SEC-002 Role-based access control (RBAC) S1-006 Complete
SEC-003 Session timeout after inactivity S1-006 Complete
SEC-004 Log authentication attempts S1-006 Complete
SEC-005 Account lockout after failed attempts S1-006 Complete
AUD-001 Log all user actions with timestamp S1-007 Complete
AUD-002 Log all document access S1-007 Complete
AUD-003 Log data modifications with before/after S1-007 Complete
AUD-004 Log all AI interactions S1-007 Complete
AUD-005 Immutable (append-only) logs S1-007 Complete
AUD-006 7-year log retention S1-007 Complete
AUD-007 Log export for audit purposes S1-007 Complete
ENC-001 Encryption at rest (AES-256) S1-001 Complete
ENC-003 AWS KMS key management S1-001 Complete
INF-001 Primary region us-east-1 S1-001 Complete
INF-003 Aurora Global Database replication S1-001 Complete
INF-004 S3 Cross-Region Replication S1-002 Complete
RET-001 7-year document retention S1-002 Complete
RET-003 Storage lifecycle tiering S1-002 Complete
RET-004 Legal hold support S1-005 Complete
RET-005 Secure deletion S1-005 Complete
DOC-006 Malware scanning on uploads S1-005 Complete
ENV-001 Dev/UAT/Prod environments S1-008 Complete
ENV-004 Config separate from code S1-008 Complete
WISP-001 Architecture compliance (IRS Pub 4557) S1-003 Complete

Sequence 1: Foundation Infrastructure

8 stories covering core infrastructure, services, and API framework

S1-001 Aurora Setup S1-002 S3 Storage S1-003 Service Framework S1-004 Aurora Service S1-005 S3 Service S1-006 API Framework S1-007 Audit Service S1-008 Configuration

Test Coverage

232 Total Tests Passing
25 Audit Service Tests
0 Failures

Next Implementation Sequence

Sequence Focus Area Key Requirements Status
Sequence 2 Client Management INT-001 to INT-005, PRE-001 to PRE-004 Pending
Sequence 3 Document Management DOC-001 to DOC-015 Pending
Sequence 4 Identity Verification INT-010 to INT-017, IDV-001 to IDV-005 Pending