Client Follow-Up Items¶

Last updated: 2025-12-28

This document tracks assumptions and items requiring client confirmation before production deployment.

Assumptions (Pending Confirmation)¶

(No pending assumptions)

Pending Vendor Information¶

VND-001: SurePrep Sandbox Access¶

Status: Not Started Date Added: 2024-12-23

Need to confirm sandbox/test environment availability for SurePrep API development.

VND-002: SmartVault API Credentials¶

Status: Not Started Date Added: 2024-12-23

Need developer credentials for SmartVault sandbox environment.

Future Decisions¶

FUT-001: Bookkeeping Service Level¶

Status: Deferred to Post-MVP Date Added: 2024-12-23

Per backlog.md, bookkeeping module requires client input on: - Service level (tax-ready categorization vs full bookkeeping) - Target clients (business entities only vs all clients) - Pricing model (monthly retainer vs per-transaction)

FUT-002: Tiered AI Validation Strategy¶

Status: Proposed - Pending Discussion Date Added: 2024-12-25

Combined approach for AI quality assurance (from AI_DELEGATION_STRATEGY.md):

Tiered self-validation - each model validates its own work
Haiku checks Haiku extractions
Sonnet checks Sonnet analysis
Catches ~80% of issues efficiently
Metadata-only Opus batch review - overnight QA pass
Reviews cached metadata, not full documents
Catches logical/cross-field issues
"Pending Final QA" workflow status
Adds 12-24 hours before client delivery
Results framed as: "Reviewing our work, noticed..."
Returns with issues go to RevisionsNeeded

Decision needed: Confirm this approach vs simpler alternatives.

FUT-003: DOCX/Office Document Support¶

Status: Pending Discussion Date Added: 2024-12-28

Currently DOCX and other Office documents (DOC, XLS, XLSX) can be uploaded and stored, but: - Cannot be viewed inline in browser (shows "Preview not available" + download) - AI cannot extract/read text content for analysis

Options: 1. Accept limitation - Office docs for storage only, not AI analysis 2. Add inline viewer - Use mammoth.js (DOCX→HTML) for browser preview 3. Add text extraction - Install python-docx to extract text for AI analysis

Question for client: Do staff need to upload Office documents that AI should analyze? Or are these primarily worksheets/notes that don't need AI processing?

Status: Pending Discussion Date Added: 2024-12-28

The "New Return" dialog shows a dropdown of tax years. Currently configured as: - Current tax year (marked with "(Current)") - Prior 5 years - Total: 6 years available

Question for client: How many prior years should be included in the tax year dropdown? - 5 years covers most amended returns and late filers - More years = more scroll, but handles extreme edge cases - Fewer years = cleaner UI, but may require manual entry for old returns

Current implementation: 5 prior years (6 total including current)

Resolved Items¶

ID	Item	Resolution	Date
ASM-001	UltraTax Handles All E-Filing	Confirmed. UltraTax CS handles all federal and state e-filing. No separate e-filing API needed. S10 scope changed to status tracking via SurePrep CS Connect webhooks.	2024-12-24

Notes¶

Items move to "Resolved" section once confirmed with client
Critical items should block production deployment if unconfirmed
Development can proceed with assumptions for local/dev environments