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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Tax Returns
Track engagements, deadlines, and document status. Coming in Phase 3 with HubSpot integration.
TXP Questionnaire
Select a client, complete the tax prep intake form, and save directly to their record in D1
1
Filing Information
2
Income Sources
3
Deductions & Credits
4
Life & Tax Events This Year
5
Notes & Expected Outcome
Bookkeeping
Monthly reconciliation workflows and QuickBooks integration. Coming in Phase 3.
Payroll
Payroll runs, employee records, and QuickBooks Payroll integration. Coming in Phase 3.
Reports
P&L, AR aging, cash flow, and custom reports pulled live from QuickBooks. Coming in Phase 3.
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.