SC
Stratford CPA
AIOS concept
Mission control
Today7Engagements47Clients412Communications18Operations7Firm Brain98%Metrics$312KGovernance42Splash3
Preview environment online
Ferdie Botden
Partner cockpit profile
Back to proposal
AIOS Preview for Stratford CPA Demo
Fictional product experience for the workflows described in the proposal
Proposal
TodayEngagementsClientsCommunicationsOperationsFirm BrainMetricsGovernanceSplash

AIOS preview — a fictional, branded product demo showing how the workflows in the proposal could operate after audit and build scope.

Clients

Clients

A 360-degree concept view for Stratford CPA: relationships, engagements, history, and risk.

SearchNew client

Client roster

386
Search 386 fictional clients...
All 386A-list 34At risk 11
Maple River Developments Inc.
Since 2017 · WIP $24KHigh
Anderson Holdings Inc.
Since 2014 · WIP $18KMedium
Summit Retail Group Ltd.
Since 2019 · WIP $14KMedium
Westview Properties Inc.
Since 2020 · WIP $9KLow

Maple River Developments Inc.

MR

Maple River Developments Inc.

Real estate development · Stratford, ON · Lead Ferdie Botden, CPA

A-listHigh risk
Lifetime fees
$412K
YTD fees
$58K
Open WIP
$24K
Active engagements
3

Active engagements

2025 T2 Corporate Tax
Partner review · Due May 30
High
2025 Compilation
In progress · Due Jun 15
Medium

Relationship

JR
Janet Roberts
Controller · j.roberts@example.test
SY
Steven Yim
Operations lead · s.yim@example.test

Recent activity

Document Intake Agent indexed 18 files
Fictional 2025 T2 package · Today, 09:24
Indexed
Adjustment over threshold flagged
Partner override requested · Today, 08:31
Review