OwlcoreTAX-OS Firm · Portfolio DEMO · simulated Sign out

Portfolio

Which clients need attention, and why? Blocked first — open a card for workpaper detail.
2026-09-19
5
demo clients
1
blocked
1
open exceptions
0
due next 30 days
1 🔒
locked periods
Blue Harbor Books LLC
DEMOB · 2026 Q2 · CA Sales Tax · 1 period
BLOCKED
StatusIn Preparation
Due50 days overdue
Open exceptions1
Open items1
Archived—
Approval chain✔ valid
Pre-review checksChecks failed
Pre-review gate FAILED: $500 POS↔GL mismatch with an OPEN HIGH exception. Shows what blocked looks like and where the reviewer starts (red step in the tie-out).
Open workpaper detail →
Cedar Peak Fitness Inc
DEMOC · 2026 Q2 · CA Sales Tax · 1 period
NEEDS REVIEWER
StatusIn Review
Due50 days overdue
Open exceptions0
Open items0
Archived—
Approval chain✔ valid
Pre-review checksChecks passed
Prep complete and human-verified; pre-review READY. Waiting on the reviewer jurisdiction-verification gate (frequency / due date / payment) before approval.
Open workpaper detail →
Ember & Oak Bistro LLC
DEMOE · 2026 Q3 · Federal Payroll · 1 period
IN PROGRESS
StatusIn Preparation
DueDue Nov 2, 2026
Open exceptions0
Open items0
Archived—
Approval chain✔ valid
Pre-review checks—
The PAYROLL spine: quarterly 941/DE 9 period, clean P100 tie-out, and a complete deposit trace — every deposit confirmed with EFTPS/EDD acknowledgment refs. In prep with TJ.
Open workpaper detail →
Dune & Vine Catering LLC
DEMOD · 2026 Q2 · CA Sales Tax · 1 period
NOT STARTED
StatusNot Started
Due50 days overdue
Open exceptions0
Open items0
Archived—
Approval chain✔ valid
Pre-review checks—
Period opened by the calendar engine this morning; no documents or workpapers yet. What every client looks like the day a period spawns.
Open workpaper detail →
Demo Roasters LLC
DEMO · 2026 Q3 · CA Sales Tax · 2 periods
ON TRACK
StatusNot Started
DueDue Nov 2, 2026
Open exceptions0
Open items0
Archived1 🔒
Approval chain✔ valid
Pre-review checks—
The target end-state: tied out cleanly, approved, filed, LOCKED with hash manifest; next period (Q3) already opened by rollover.
Open workpaper detail →

All four clients are fictional fixtures driven through the REAL skills (open-periods → build-pack → pre-review → …). Nothing here is mocked HTML — every chip is computed from the records on disk, which is exactly how a production portfolio view would work.