The Workstation OverviewFor firmsInvited by your firm?The nine desks

The console your signature deserves.

The Bench is the other side of the ratification gate: one neutral console whose workbench loads each client's vertical panel per engagement. The queue is computed from your assignments, the register is append-only and yours, and every guardrail your license implies is enforced by the architecture — not by memo.

Built around lane law

Bookkeeper

Prepares — never ratifies

Attaches, requests, reconciles, proposes. The ratify controls do not render to this login. UPL safety is a property of the interface, not a policy document.
CPA Attorney

Signs with a basis memo

A ratification without a memo does not exist. Every rejection carries a reason. Sequential co-signature where an instrument needs both lanes.
Plan counsel Appraiser

Specialists, scoped

Actuaries, plan counsel, and appraisers see exactly their objects — engagement scope is the row shape, and unassigned means invisible.

The register is your defense file

Every state change — seed, attach, verify, ratify, reject, publish, promote — lands as an append-only row with the lane, the date, and the memo. It is the contemporaneous record of professional judgment being exercised: your own defense file, never a shield to hide behind.

You decide what the client sees

The exposure dial

Results-facing · Guided · Full desk

Client visibility is a per-engagement, per-module dial the professional owns. Under the results-facing default, nothing dollar-bearing reaches the client until you ratify it and deliberately publish the result card — in your words, with your signer line.
The floor no dial lowers

Honesty survives the dial

Items, states, and lanes stay visible. Evidence requests stay visible. Every deadline clock stays visible — hiding a §83(b) or Crummey window creates exposure, not calm. Retraction requires a registered reason; nothing vanishes silently.

Two doors, one provisioning act

Clients arrive through your firm, or arrive on their own and end at your firm — both intake doors terminate in the same engagement object: professional ↔ client ↔ scope. Bookkeeper → CPA → attorney is the lifecycle, and the platform grows with the engagement.

What the software never does: render a position, quote, or advice · default a judgment call · let client code transition item state · show a defensible badge without its evidence object. Engines propose; you ratify.
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.