epic-product

bysapthagiri

Product Requirements Document — v1 What we're building A compliance and workflow platform for small-to-mid US CPA/CA firms that centralizes every client's cross-entity tax data — K-1s, multi-state filings, foreign accounts, trust income — tracks every filing deadline across every entity and jurisdiction in one place, and flags threshold events (like FBAR/FATCA triggers or missing K-1s blocking a filing) for the preparer to confirm. It does not calculate tax liability or file anything. Who we're building it for 1–15 person CPA/CA practices in the US (starting Texas, Florida, California, New York) handling clients with multiple entities — partnerships, trusts, foreign accounts — where deadline and document tracking currently lives on spreadsheets. Why we're building it Every firm we looked into confirms the same gap: deadline tracking across entities and jurisdictions is done manually, even at experienced firms, and it's the highest-risk manual process in the practice — a missed deadline or missed threshold is a client-facing failure, not just an internal inefficiency. The problem we're solving A firm with complex clients (multiple K-1s, multi-state, foreign accounts) has no single place to see: what's due, when, for which entity; what documents are still missing and which filings they're blocking; and which threshold-triggering events (FBAR, nexus) need a human's attention before a deadline is missed. v1 scope (in) Client and entity management (a client can hold multiple entities) Document tracking per entity (expected / received / missing status) Deadline tracking across all entities and jurisdictions, one dashboard Threshold flagging based on public IRS/FinCEN numbers, always requiring preparer confirmation "Blocked filing" view — deadlines stuck on a missing document v1 scope (explicitly out) Tax calculation, e-filing, payment processing, integrations with existing practice tools Success looks like A firm can add a client with 5 entities, see every deadline for that client in one dashboard, get flagged the moment a document goes overdue or a threshold is at risk, and never build a deadline spreadsheet by hand again.