Good morning, Mohammad 👋
Here's what's happening —
Active Clients
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Open Tax Returns
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Coming in Phase 3
Revenue MTD
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QuickBooks Phase 3
Overdue Invoices
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QuickBooks Phase 3
Recent Clients
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Quick Actions
Add New Client
Create client record in D1
TXP Questionnaire
Tax prep intake form
Platform Status
Pages deployed — app.accountingbiz.ai
Live
D1 database connected
Live
Zero Trust access active
Live
HubSpot / QuickBooks Phase 3
Soon
Clients
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| Client | Service | Account Manager | Status | Actions |
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TXP Questionnaire
Select a client, complete the TXP meeting questionnaire, and save directly to their record in D1
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Client Information
1
Checkpoint 01 — Financial Projection
YTD Financial Review
Open Month Projections
Major Upcoming Changes
2
Checkpoint 02 — Goals
Prior Year Review
Business Goals
Personal Goals
Strategies Flagged
3
Wages & Compensation
Spouse / Family Member Wages
Filing Status
4
Entity Structure
5
Home & Home Office
6
Augusta Rule (Section 280A)
7
Health & Medical
Employee Health Benefits
8
Retirement
Personal Accounts
Business Retirement Plan
9
Family & Education
Education Reimbursements
10
Charity & Gifting
11
Capital Gains & Investments
12
Estate Planning
13
Vehicles
14
Travel & Business Expenses
15
Employees & Benefits
Benefits & Awards
16
Real Estate
17
Holding Structures & Advanced Entities
✓
Meeting Wrap-Up
Integrations
Manage API connections — credentials are AES-256 encrypted before storage
HubSpot
CRM, contacts & deals
Not connected
Private App Token
✓ saved
Portal ID
✓ saved
Create a Private App in HubSpot → Settings → Integrations → Private Apps.
Required scopes:
crm.objects.contacts.read, crm.objects.deals.read
RingCentral
Phone, SMS & call logs
Not connected
Client ID
✓ saved
Client Secret
✓ saved
JWT Token
✓ saved
Account ID
✓ saved
Create an app at developers.ringcentral.com → Platform type: Server/Bot → Auth: JWT.
Download the JWT credential file and paste the token above.
QuickBooks
Accounting & invoicing
Phase 3
QuickBooks OAuth connection coming in Phase 3.
GoHighLevel
CRM, marketing & automation
Not connected
Private Integration Token (API Key)
✓ saved
Location ID (Sub-Account)
✓ saved
Go to GoHighLevel → Settings → Integrations → Private Integrations and create a new token.
Find your Location ID under Settings → Business Info.
Admin
Team management and audit log — admin access only
Team MembersRefresh
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Audit LogRefresh
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Settings
Platform configuration, integrations, and billing preferences.