Workpaper Management

Every document, deadline, and filing in one secure place — nothing missed.

Who it's for

For every operator we work with — the delivery backbone of your engagement. The 2026 rescheduling added moving parts: DEA medicinal registration, California A/M separation filings, and refund-claim statutes that expire. Miss one and the relief slips. This tracks every deadline and holds every workpaper, so nothing is lost.

Price

Included With any active engagement

or standalone

$75 Per month

What's delivered

A secure, client-facing portal for your financial documents.
Every tax and license deadline tracked, so none slips.
Your workpapers organized and ready if the IRS or state asks.
One place to see what's due and what's done.

How it's delivered

This is your SuiteDash secure dashboard — the portal itself. Managed by an EA.

When it's delivered

Portal live within 5 business days of onboarding; ongoing from there.

What we need at onboarding

Your full list of tax and license filing obligations (federal, state, local)
Filing dates, payment dates, and extension dates on record
License renewal dates and premises details
Who needs portal access, and at what level
Any documents you already keep that should live in the portal

When the IRS asks, an Enrolled Agent answers — not you. Every engagement is signed, with unlimited IRS representation (Form 2848) and CDTFA standing (CDTFA-392), and built to hold under exam.

Create an account →

Included the moment you start with the $375 Transition Audit.