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Stratford CPA
AIOS concept
Mission control
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AIOS Preview for Stratford CPA Demo
Fictional product experience for the workflows described in the proposal
Proposal
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AIOS preview — a fictional, branded product demo showing how the workflows in the proposal could operate after audit and build scope.

Firm Brain

Firm Brain

Source-cited answers from Stratford CPA's future knowledge layer. Content shown here is fictional concept data.

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Sources indexed

9,840

Illustrative count

Last index

6 min

Mock sync

Queries this week

184

Partner and manager use

Citation rate

98%

Source-backed answers

What changed in our standard advice for passive income planning in the last 12 months?
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All sourcesCRA bulletinsEngagement memosWorkpapersEmails

Synthesis

Synthesis3 sources cited

The concept brain finds three source-backed changes: associated-corporation grouping, a real estate client note, and an updated Schedule 7 checklist.

For Maple River Developments, the fictional file indicates a partner review should happen before any client memo is drafted.

1
Practice note
Associated corporation planning
Oct 2025
teal
2
CRA bulletin
Schedule 7 checklist update
Jan 2026
violet
3
Email thread
Maple River planning question
Apr 2026
amber

Linked engagements

Maple River Developments Inc.
2025 T2
High
Anderson Holdings Inc.
Tax planning
Medium

Suggested follow-ups

Draft partner memo for Maple River passive income exposure
List clients with holding-company planning notes
Compare 2025 and 2026 Schedule 7 checklists

Recent captures

Partner meeting note
Maple River holdco planning · 1h ago
Meeting
Practice note
Passive income checklist · 3h ago
Research