Good afternoon, Jon
6 jobs are open. 1 is ready for your review.
Open jobs
Newest activity firstRecent activity
- Noah ran intake on Harbor Ridge Construction's 2025 1120-S
- Annie sent an invoice to Dana & Mark Whitfield, $750
- Leah drafted a penalty abatement letter for Oakmont Auto Body
- Brad added 9 documents to Kessler Family Trust, 2025
- Joe marked Priya Raman's 2025 return ready for review
Clients
Pick a client to open its folder and conversation.
| Client | Type | Years | Last intake |
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Drafted in a conversation. Edit it here, or keep going in the chat.
Back to the conversation
Draft a letter
Upload the notice, say what you need, and review the draft on letterhead. The client's conversation can do this too.
PDF
The letter is saved to the client's folder when you download it. You send it; the platform never contacts the client.
Invoices
Say what to bill. It's created and emailed through QuickBooks Online.
Partners and staffBilling history
By tax yearInvoices sent from the platform. Payments are tracked in QuickBooks.
Usage
September 2026. Intake runs on Opus; chat and letters run on Sonnet.
| Person | Role | Jobs | AI cost |
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