What works
- Public preview page and trial request flow.
- Server-side client sign-in for the protected workspace.
- Owner-managed local client credentials.
Client access
KellyO client login
Sign in to reach the protected planning workspace for scenario inputs, estimate review, and advisor-ready outputs.
Protected workspace
Credentials open the planning area.
After sign-in, clients can preview the guarded workflow and move into the scenario workspace.
Client sign-in
Enter client credentials.
Continue with an approved Google account. Temporary reviewer credentials remain available for this preview.
Important status
Not a full tax engine yet.
KellyO is open for early review. Estimates and reports require professional review before client use.
What's under test
- Quick Calc alpha behind the client gate.
- Workbook-to-web module map.
- CPA acceptance scenarios and workbook parity checks.
Not started yet
- Paid account billing and self-service account recovery.
- Full quarterly tax engine.
- Client-ready report generation.
CPA reviewer
Private review board.
Questions, caveats, open decisions, and review tasks for CPA review. This panel stays out of the public-facing pages.
State of affairs
- Public page: visitor-facing product preview.
- Client access: login opens the protected workspace.
- Engine: Quick Calc alpha is running behind the gate.
- Next proof: workbook parity tests and CPA acceptance cases.
Review checklist
Questions for Kelly
- Which client profile should the first paid workflow serve?
- Which workbook outputs must match exactly before launch?
- Which planning strategies should require human approval?
- What language would make the caveats feel professionally safe?
Protected preview
Client calculation workspace
Sign in to preview the protected scenario workspace and planning outputs.
Scenario inputs
Income, entity, state, and planning assumptions.
Tax estimates
Planning estimates remain behind client access.
Advisor report
Report outputs are available only after sign-in.