Organize the engagement
Keep clients, engagements, returns, and source documents in their existing record structure.
Application
LodeStar
The practice workbench
✧
Your work.
Your workspace.
Private development
Purpose, with substance.
LodeStar brings practice work into one workspace. Its development includes firm-scoped records, document intake, workpapers, review points, and evidence navigation. Task Flow and Audit Defense extend the existing records rather than create competing client lists.
- Live intake and document review
- Preparation, Task Flow, and workpapers
- Review, diagnostics, and deliverables
- Research, authority, and tax intelligence
- Audit, compliance, access, and operations
Inside the current workbench
The sidebar, true
to the work.
40 navigation items from the current source, organized into five connected work areas. Select any item to explore its role without leaving this window.
✧
Room for the work.
Select a workspace from the sidebar.
Connected records
This public navigation study explains the current application structure. It does not open private records or execute application actions.
A closer look
From input
to useful outcome.
Who it serves
Practice teams moving from source documents to reviewed work
What goes in
Engagement context, source documents, workpapers, review notes
What comes out
A connected practice record and a visible review trail
Prepare with context
Move through extracted fields, workpapers, ledger analysis, and tie-checks without introducing another client list.
Review the evidence
Resolve open points and inspect diagnostics, authority, and traceability before deliverables move forward.
Govern the handoff
Keep deadlines, notices, access, compliance, and audit context alongside the work.
Current scope & availability
Know where the project stands.
Private workbench in development. E-filing transport, professional approvals, and commercial release readiness are separate gates.
Related by purpose
A useful place
in a bigger picture.
These assets share a workflow or engineering concern. Explore their individual scope before planning a connection.
HS / 01
Workpaper Foundation
Evidence foundationStructured intake and fact records ↗Workpaper Foundation
A shared contract layer for tax workpapers: structured intake, facts, provenance, append-only ledgers, and integrity checks.
HS / 02
TAX-ENGINE
Research engineJurisdiction research workflows ↗TAX-ENGINE
A tax and jurisdiction research direction focused on structured inputs, source traceability, and reviewable determinations.
HS / 03
Secure AI
Platform architectureConsent and data-classification design ↗Secure AI
A controlled client-document AI platform architecture centered on consent, data classification, policy routing, and human review.