Pillar 4 of 5
Your Portable Tax Timeline — the spine of the entire platform.
Today, your tax history is scattered — in your CPA's system, in email threads, in your memory. When you switch CPAs, the new one starts from zero. Strategies get dropped. Context gets lost. You pay to re-explain your own situation.
The Ledger fixes this. It's a permanent, portable timeline of every tax event in your business life. When you switch CPAs, the new one reads your Ledger and immediately understands your full history.
Your tax history finally belongs to you — not your accountant.
Business Events
Equipment purchases, entity changes, income milestones, major expenses — all recorded with dates and context.
CPA Implementation Records
What your CPA did, when they did it, and which strategy it served. Full accountability on both sides.
Complete Audit Trail
A clear, chronological timeline for compliance reviews, IRS disputes, or your own records. Exportable as CSV.
Portable Across CPAs
Switch advisors without losing a single data point. The new CPA reads your Ledger and picks up exactly where the last one left off.
The Ledger is co-written by you and your CPA — but always owned by you.
Business Events
Created by you — the business owner.
“Bought equipment $12,000 — Jan 2025”
Implementation Events
Created by your CPA.
“S-Corp election filed — March 2025, via Smith CPA”
You own it — not your CPA, not the platform
Exportable as CSV for your own records or compliance
Entries are immutable once recorded — a true audit trail
CPA access is permission-based and revocable
Full history survives any number of CPA changes