The Workstation OverviewFor firmsInvited by your firm?The nine desks

Invited by your firm?

Your firm runs its engine bench on this platform — and provisioned you a home: one page where every desk that concerns your life reports in, every open question shows its state and the professional who owns it, and every signature appears the moment it happens.

What you can always see

The wall

Every open determination

Each item shows its plain-words meaning, its spine, its state, and the professional it is waiting on. Nothing is hidden — and nothing here is advice.
The vault

What evidence is owed

Every position names its proof. You can see what has been provided, what is verified, and what your team is still waiting on — and upload straight into the file.
The clocks

Every deadline, every desk

Election windows, estimate dates, notice periods — the dates that decide things are always visible, because hiding a clock protects no one.

Moments the desks are built for

A strong year at the business

The estimate math reads every desk at once, so a good year does not become an April surprise — and the entity questions it raises route to your CPA with the evidence already named.

Equity vesting at work

The §83(b) clock, the ISO/AMT crossing, the option exercise with its withholding gap — rendered both ways, in plain words, with the character cost of waiting shown next to the risk of not.

A property that is also a home

The lake-house day count, the self-rental trap, the exchange window — the desks count the days and price the traps; your professionals make the calls.

The estate conversation

When six entities, five properties, and a policy become one attorney conversation, the map is already drawn — and every dashed element on it stays a proposition until someone licensed signs.
The promise, plainly: this platform never advises you. It shows you your own picture honestly — both branches of every question — and shows you your professionals ratifying the answers. The signatures are the product.
This workstation prepares models and proposals only. It is not a law firm or an accounting firm and does not render tax, legal, or accounting advice; every determination on every surface belongs to the licensed professional named on its item. Demo surfaces show fictional people and numbers. §280E, §469, §1031, §199A and every other statute cited on the desks is cited plainly and routed to the professional lane that owns it.