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.

Engagements

Engagements

Production board, partner review, deadlines, and WIP risk for a future Stratford CPA operating layer.

FilterGroup by status

Files in progress

42

8 above plan

Partner review

6

2 due today

Deadline risk

4

Illustrative risk count

WIP at risk

$54K

Mock amount

Intake

5
Northpoint Properties Inc.
2025 T1 package
May 27
Intake Agent
Silverline Developments Ltd.
2025 T2
May 29
Intake Agent

In progress

16
Maple River Developments Inc.
2025 T2 Corporate Tax
May 30High
Tax Prep Agent
Summit Retail Group Ltd.
Compilation
May 27Medium
Compilation Agent

Partner review

6
Red Cedar Renovations Inc.
Review package
May 26High
Partner Review Agent

Filed

10
Bayside Management Inc.
T1 package
Filed May 12Low
Closeout Agent

Audit trail

TimeEngagementEventActorDetails
Today, 08:24Maple River DevelopmentsStatus changedTax Prep AgentMoved in progress to manager review
Today, 07:42Summit Retail GroupDocument uploadedDocument Intake AgentAP Listing.pdf matched
Yesterday, 16:18Red Cedar RenovationsPartner review requestedSam LinReview checklist ready

Maple River Developments Inc.

In progressHigh risk

2025 T2 Corporate Tax

Total completeness

82%
  • ✓ All returns drafted
  • ✓ Book-to-tax recon complete
  • ✓ 3 adjustments pending approval

Missing or pending items

Shareholder loan confirmation
Due May 29
High
Capital cost allowance schedule
Due May 30
Medium