Tax Practice Pack

Create Tax Engagement

Create a workspace-owned tax engagement with workflow steps, BIR deadline, document checklist, billing placeholder, AI checklist output, and audit log.

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Demo Workspace Mode

You are viewing sample operational data. Read actions are enabled; write actions require workspace owner authentication.

Engagement Intake

Tax workflow foundation

This creates the first persisted Specialist Practice workflow and connects it to audit, deadline, document, billing, and AI records.

Tax engagement creation is locked for this role. Specialist practice viewers can inspect the tax workspace, but cannot create or modify engagements.