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Accounting Module· Secure Client Intake· All Data Encrypted· Confidential
Accounting Module
Client Onboarding & Intake
Secure Client Portal
SentinelOS · Your Accounting Assistant
Phase 01 — Situation

What best describes
your situation?

Your answer shapes the entire form. We'll build a custom step list so we only ask exactly what's relevant to your situation.

Let us guide you to the right option ↓
What brings you here today?
01 ──
Just Me
Single filer. Personal taxes, W-2, freelance, or investment income.
4 steps · ~8 min
02 ──
Me + My Business
You personally, plus one business entity you own (LLC, S-Corp, etc.).
5–6 steps · ~12 min
03 ──
Married Couple
You and your spouse. Separate accounts, joint accounts, each may own businesses.
Household builder · 6–10 steps
04 ──
Multiple Entities
Complex setup: multiple businesses, partnerships, trusts, or holding companies.
Custom builder · 8+ steps
05 ──
Business Only
A standalone business entity with no personal filing in this engagement.
5 steps
06 ──
Trust / Estate
Revocable/irrevocable trusts, estate administration, Form 1041 filings.
5 steps · ~10 min
← Select your situation to continue
Phase 02 — Filing Map

Who's included
in this return?

Add all people and entities involved. The form will automatically create the right steps for each one.

Your filing map
Add Entity
👆
Does this look right? If everyone's listed above, click Generate My Form below. Use the buttons to add anyone who's missing — a spouse, co-owner, or another business.
Add at least one entity to continue
Assessment Submitted · Reference Confirmed
Form
received.
REF-000000
📬
Watch your email — we'll be in touch within 24–48 hours.
Check your inbox (and spam folder) for a message from [email protected]

This form is for assessment purposes only — no charges or commitments yet. If we're a good fit, we'll send a contract. Once signed, we kick off the steps below automatically.

Upon contract acceptance — what comes next
📄
Document Request
We'll send a tailored checklist for each entity in your filing map — exactly what we need, nothing more. See your estimated list below.
Sent via email
🔗
Plaid Bank Link
You'll receive a secure, read-only Plaid link. It allows us to verify balances and automate reconciliation — we can never move money. Connecting locks in the standard processing rate.
Sent via SMS · Email · WhatsApp
📞
Onboarding Call
Your assigned specialist will schedule a 30–45 minute onboarding walkthrough, coordinated across all entities in your filing map.
Scheduled per entity
Your Business Profile
Your filing map — entities submitted
Estimated document checklist based on your entity path — final list sent with contract