Tax Practice AI

Technical Documentation Hub

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Sequences

3/18
S1-S3 complete

Requirements

72/325
22% implemented

Tests

317
All passing

Stories

18/82
S1-S3 + S4-001
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Current Focus: Sequence 4 - Document Management

Document upload, malware scanning, AI classification, SmartVault and SurePrep integration

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 Identity S3 Engagement S4 Documents 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