Partner Briefing
Executive portfolio and secure AI insights
Partner Briefing
Executive clarity without operational clutter
Portfolio risk, missing documents, security, and integration health in one place.
Clients
125
active
Returns
496
in progress
Missing Docs
27
needs attention
At Risk
6
SLA or low confidence
Security
98%
firm average
Cutover
12/31/26
FileCabinet target
Migration Clock
Build before FileCabinet becomes the bottleneck
Now
Demo and stakeholder approval
2026
Pilot UltraTax output, SurePrep intake, SharePoint writeback
12/31/26
Preferred stop date for daily FileCabinet use
12/31/27
End-of-access risk stated in user recording
Security And Connections
Microsoft Entra ID
SSO, app roles, MFA, conditional access
Microsoft Graph
SharePoint upload, metadata, selected site/library permissions
SharePoint / Purview
Governed storage, sensitivity labels, retention, audit alignment
SurePrep / TaxCaddy
Uploaded-document webhooks and document download where licensed
Virtual Office Agent
Watched output folder and attachment staging inside the remote environment
AI Pipeline
OCR, deterministic splitting, document classification, confidence explanations
| Senior Partner | Clients | Returns | Missing Docs | At Risk | On Time |
|---|---|---|---|---|---|
| Harper Hofer | 48 | 184 | 8 | 1 | 93% |
| Jordan Park | 32 | 118 | 6 | 2 | 90% |
| Tom Grady | 24 | 92 | 4 | 1 | 92% |
| Maya Ruiz | 12 | 48 | 3 | 1 | 88% |
| Alyssa Finch | 9 | 36 | 2 | 1 | 87% |
AI Risk Brief
27 clients missing key documents
High+3 vs last week
6 clients at risk of SLA breach
Moderate-2 vs last week
18 low-confidence documents
Review+5 vs last week