Tax Aide — Operations Dashboard

Phase 1B
synthetic data

One unified dashboard, two role-based views: the manager's firm-wide oversight (cap 7.5) and an accountant's personal portfolio (cap 4.4). The same backend sits behind both.

Ask Tax Aide
Streamed answers with a live tool / sub-agent trace, talking to a demo client's workspace. Copilot mode — replies are drafted for CPA review.

Try: “Do you have everything you need for my return?” — or ask it to draft a reply, or to e-file (watch it get blocked by policy).